StraviaX Weekly Report

Forex Macro Bias Report — Week of 3 August 2026

Weekly FX macro bias report covering directional pressure, conviction, COT positioning, sentiment, central banks and seasonality across 28 FX pairs for the week of 3 August 2026.

Data freshness — Scores calculated 2026-08-09T09:00:13.498+00:00 · COT report 2026-08-04 · Retail sentiment snapshot 2026-08-09 · Central bank rates verified 2026-07-17T12:26:19.314853+00:00.

Confluence scores identify macro bias and pair selection. They do not generate trade entries or execution signals.

PairScoreBiasTop driver
EURGBP +5 Strong Bull COT Positioning: bullish (+1)
NZDCHF +5 Strong Bull Interest Rate Differential: strongly bullish (+2)
NZDCAD +5 Strong Bull COT Positioning: bullish (+1)
EURJPY +4 Strong Bull Interest Rate Differential: bullish (+1)
EURCHF +4 Strong Bull Interest Rate Differential: strongly bullish (+2)
EURCAD +4 Strong Bull COT Positioning: bullish (+1)
AUDJPY -4 Strong Bear COT Positioning: bearish (-1)
AUDNZD -4 Strong Bear GDP: strongly bearish (-2)
CADJPY -4 Strong Bear COT Positioning: strongly bearish (-2)
CHFJPY -4 Strong Bear COT Positioning: bearish (-1)
EURUSD +3 Bullish GDP: strongly bullish (+2)
USDCAD +3 Bullish COT Positioning: strongly bullish (+2)
GBPJPY -3 Bearish COT Positioning: strongly bearish (-2)
AUDCAD +3 Bullish COT Positioning: bullish (+1)
GBPUSD -2 Bearish COT Positioning: strongly bearish (-2)
USDCHF +2 Bullish COT Positioning: strongly bullish (+2)
AUDUSD -2 Bearish COT Positioning: strongly bearish (-2)
EURNZD +2 Bullish Unemployment: strongly bullish (+2)
GBPAUD -2 Bearish COT Positioning: bearish (-1)
GBPNZD -2 Bearish COT Positioning: bearish (-1)
USDJPY -1 Mild Bear GDP: strongly bearish (-2)
EURAUD +1 Mild Bull Unemployment: bullish (+1)
GBPCAD +1 Mild Bull COT Positioning: bullish (+1)
AUDCHF -1 Mild Bear Retail Sales: strongly bearish (-2)
NZDJPY +1 Mild Bull Interest Rate Differential: bullish (+1)
NZDUSD 0 Neutral COT Positioning: strongly bearish (-2)
GBPCHF 0 Neutral Interest Rate Differential: strongly bullish (+2)
CADCHF 0 Neutral COT Positioning: strongly bearish (-2)

EURGBP — Strong Bull (+5)

Key drivers

  • COT Positioning: bullish (+1)
  • GDP: strongly bullish (+2)
  • Retail Sentiment (contrarian): bullish (+1)
  • CPI: strongly bullish (+2)

Conflicts

  • Interest Rate Differential: bearish (-1)

August seasonality data unavailable for EURGBP.

NZDCHF — Strong Bull (+5)

Key drivers

  • Interest Rate Differential: strongly bullish (+2)
  • GDP: strongly bullish (+2)
  • Retail Sentiment (contrarian): strongly bullish (+2)
  • CPI: strongly bullish (+2)

Conflicts

  • Unemployment: strongly bearish (-2)
  • Seasonality: bearish (-1)

August seasonality data unavailable for NZDCHF.

NZDCAD — Strong Bull (+5)

Key drivers

  • COT Positioning: bullish (+1)
  • GDP: strongly bullish (+2)
  • Retail Sales: strongly bullish (+2)
  • CPI: strongly bullish (+2)

Conflicts

  • Unemployment: strongly bearish (-2)
  • Seasonality: bearish (-1)

August seasonality data unavailable for NZDCAD.

EURJPY — Strong Bull (+4)

Key drivers

  • Interest Rate Differential: bullish (+1)
  • Retail Sentiment (contrarian): bullish (+1)
  • Unemployment: bullish (+1)
  • CPI: strongly bullish (+2)

Conflicts

  • COT Positioning: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)

August seasonality data unavailable for EURJPY.

EURCHF — Strong Bull (+4)

Key drivers

  • Interest Rate Differential: strongly bullish (+2)
  • Retail Sentiment (contrarian): strongly bullish (+2)
  • CPI: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)

Conflicts

  • Retail Sales: strongly bearish (-2)

August seasonality data unavailable for EURCHF.

EURCAD — Strong Bull (+4)

Key drivers

  • COT Positioning: bullish (+1)
  • CPI: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)

Conflicts

  • Retail Sentiment (contrarian): bearish (-1)

August seasonality data unavailable for EURCAD.

AUDJPY — Strong Bear (-4)

Key drivers

  • COT Positioning: bearish (-1)
  • Retail Sales: strongly bearish (-2)
  • CPI: strongly bearish (-2)
  • Momentum (beats vs misses): strongly bearish (-2)

Conflicts

  • Interest Rate Differential: strongly bullish (+2)

August seasonality data unavailable for AUDJPY.

AUDNZD — Strong Bear (-4)

Key drivers

  • GDP: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • CPI: strongly bearish (-2)
  • Momentum (beats vs misses): bearish (-1)

Conflicts

  • Interest Rate Differential: strongly bullish (+2)
  • Retail Sentiment (contrarian): strongly bullish (+2)
  • Unemployment: bullish (+1)

August seasonality data unavailable for AUDNZD.

CADJPY — Strong Bear (-4)

Key drivers

  • COT Positioning: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • Retail Sentiment (contrarian): bearish (-1)
  • CPI: strongly bearish (-2)

Conflicts

  • Interest Rate Differential: bullish (+1)
  • Unemployment: bullish (+1)

August seasonality data unavailable for CADJPY.

CHFJPY — Strong Bear (-4)

Key drivers

  • COT Positioning: bearish (-1)
  • Interest Rate Differential: bearish (-1)
  • CPI: strongly bearish (-2)
  • Momentum (beats vs misses): strongly bearish (-2)

Conflicts

  • Retail Sentiment (contrarian): bullish (+1)
  • Unemployment: bullish (+1)

August seasonality data unavailable for CHFJPY.

EURUSD — Bullish (+3)

Key drivers

  • GDP: strongly bullish (+2)
  • Retail Sentiment (contrarian): bullish (+1)
  • CPI: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)

Conflicts

  • COT Positioning: bearish (-1)
  • Interest Rate Differential: bearish (-1)
  • Retail Sales: strongly bearish (-2)

August seasonality is historically bullish for EURUSD (avg +0.5%) — aligns with the bullish bias.

USDCAD — Bullish (+3)

Key drivers

  • COT Positioning: strongly bullish (+2)
  • Interest Rate Differential: bullish (+1)
  • Retail Sales: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)

Conflicts

  • GDP: strongly bearish (-2)
  • Retail Sentiment (contrarian): bearish (-1)
  • Seasonality: bearish (-1)

August seasonality is historically bearish for USDCAD (avg -0.5%) — conflicts with the bullish bias.

GBPJPY — Bearish (-3)

Key drivers

  • COT Positioning: strongly bearish (-2)
  • GDP: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • CPI: strongly bearish (-2)

Conflicts

  • Interest Rate Differential: strongly bullish (+2)
  • Retail Sentiment (contrarian): bullish (+1)
  • Unemployment: bullish (+1)

August seasonality data unavailable for GBPJPY.

AUDCAD — Bullish (+3)

Key drivers

  • COT Positioning: bullish (+1)
  • Interest Rate Differential: strongly bullish (+2)
  • Retail Sales: strongly bullish (+2)

Conflicts

  • Unemployment: bearish (-1)
  • Seasonality: bearish (-1)

August seasonality data unavailable for AUDCAD.

GBPUSD — Bearish (-2)

Key drivers

  • COT Positioning: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)

Conflicts

  • Retail Sentiment (contrarian): bullish (+1)
  • Seasonality: bullish (+1)

August seasonality is historically bullish for GBPUSD (avg +0.7%) — conflicts with the bearish bias.

USDCHF — Bullish (+2)

Key drivers

  • COT Positioning: strongly bullish (+2)
  • Interest Rate Differential: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)

Conflicts

  • GDP: strongly bearish (-2)
  • Retail Sentiment (contrarian): bearish (-1)

August seasonality is historically bearish for USDCHF (avg -0.3%) — conflicts with the bullish bias.

AUDUSD — Bearish (-2)

Key drivers

  • COT Positioning: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • Unemployment: bearish (-1)
  • Momentum (beats vs misses): strongly bearish (-2)

Conflicts

  • Interest Rate Differential: bullish (+1)
  • GDP: strongly bullish (+2)
  • Retail Sentiment (contrarian): strongly bullish (+2)

August seasonality is historically bearish for AUDUSD (avg -0.3%) — aligns with the bearish bias.

EURNZD — Bullish (+2)

Key drivers

  • Unemployment: strongly bullish (+2)
  • CPI: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)
  • Seasonality: bullish (+1)

Conflicts

  • GDP: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • Retail Sentiment (contrarian): bearish (-1)

August seasonality data unavailable for EURNZD.

GBPAUD — Bearish (-2)

Key drivers

  • COT Positioning: bearish (-1)
  • Interest Rate Differential: bearish (-1)
  • GDP: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)

Conflicts

  • Unemployment: bullish (+1)
  • Momentum (beats vs misses): strongly bullish (+2)
  • Seasonality: strongly bullish (+2)

August seasonality data unavailable for GBPAUD.

GBPNZD — Bearish (-2)

Key drivers

  • COT Positioning: bearish (-1)
  • GDP: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • CPI: strongly bearish (-2)

Conflicts

  • Interest Rate Differential: bullish (+1)
  • Unemployment: strongly bullish (+2)
  • Momentum (beats vs misses): bullish (+1)

August seasonality data unavailable for GBPNZD.

USDJPY — Mild Bear (-1)

Key drivers

  • GDP: strongly bearish (-2)
  • Retail Sentiment (contrarian): strongly bearish (-2)
  • CPI: strongly bearish (-2)
  • Seasonality: bearish (-1)

Conflicts

  • COT Positioning: bullish (+1)
  • Interest Rate Differential: strongly bullish (+2)
  • Unemployment: bullish (+1)

August seasonality is historically bearish for USDJPY (avg -0.5%) — aligns with the bearish bias.

EURAUD — Mild Bull (+1)

Key drivers

  • Unemployment: bullish (+1)
  • CPI: strongly bullish (+2)
  • Momentum (beats vs misses): strongly bullish (+2)
  • Seasonality: bullish (+1)

Conflicts

  • Interest Rate Differential: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • Retail Sentiment (contrarian): strongly bearish (-2)

August seasonality data unavailable for EURAUD.

GBPCAD — Mild Bull (+1)

Key drivers

  • COT Positioning: bullish (+1)
  • Interest Rate Differential: bullish (+1)
  • Momentum (beats vs misses): strongly bullish (+2)

Conflicts

  • GDP: strongly bearish (-2)

August seasonality data unavailable for GBPCAD.

AUDCHF — Mild Bear (-1)

Key drivers

  • Retail Sales: strongly bearish (-2)
  • Unemployment: bearish (-1)
  • Seasonality: bearish (-1)

Conflicts

  • COT Positioning: bullish (+1)
  • Interest Rate Differential: strongly bullish (+2)
  • Retail Sentiment (contrarian): strongly bullish (+2)

August seasonality data unavailable for AUDCHF.

NZDJPY — Mild Bull (+1)

Key drivers

  • Interest Rate Differential: bullish (+1)
  • GDP: strongly bullish (+2)

Conflicts

  • COT Positioning: bearish (-1)
  • Retail Sentiment (contrarian): bearish (-1)
  • Unemployment: bearish (-1)

August seasonality data unavailable for NZDJPY.

NZDUSD — Neutral (0)

Key drivers

  • COT Positioning: strongly bearish (-2)
  • Interest Rate Differential: bearish (-1)
  • GDP: strongly bullish (+2)
  • Retail Sentiment (contrarian): strongly bullish (+2)

Conflicts

No conflicts.

August has no strong seasonal pattern for NZDUSD (avg -0.2%).

GBPCHF — Neutral (0)

Key drivers

  • Interest Rate Differential: strongly bullish (+2)
  • GDP: strongly bearish (-2)
  • Retail Sales: strongly bearish (-2)
  • Retail Sentiment (contrarian): strongly bullish (+2)

Conflicts

No conflicts.

August seasonality data unavailable for GBPCHF.

CADCHF — Neutral (0)

Key drivers

  • COT Positioning: strongly bearish (-2)
  • Interest Rate Differential: strongly bullish (+2)
  • Retail Sales: strongly bearish (-2)
  • Retail Sentiment (contrarian): strongly bearish (-2)

Conflicts

No conflicts.

August seasonality data unavailable for CADCHF.