The Ultimate Guide to News Trading Rules

Broker Policies, Execution Risks, and Market Microstructure: What every trader needs to know about trading high-impact events in 2026.

Trading the news is one of the most profitable yet dangerous strategies in financial markets. This guide breaks down exactly how brokers, prop firms, and institutions handle event-driven volatility, exposing the "hidden rules" of execution that define your success.

Introduction: What is News Trading?

News trading involves taking positions before, during, or immediately after major economic releases (like NFP, CPI, or FOMC meetings) to capitalize on sudden volatility. While the concept is simple—buy on good news, sell on bad—the implementation is governed by a complex web of broker policies, liquidity constraints, and execution mechanics.

Why Brokers Care About News Trading

Contrary to popular belief, most legitimate brokers don't hate winners. However, news trading presents specific systemic risks that brokers must manage:

  • Liquidity Vacuum: During a major release, Liquidity Providers (LPs) often pull their orders to avoid toxic flow, leaving the order book thin.
  • Execution Load: A sudden influx of thousands of orders in milliseconds can strain matching engines.
  • Risk Pass-through: Brokers operating an STP (Straight Through Processing) model may struggle to hedge client positions instantly during price gaps.

Types of News Traders

1. Deviation Traders

Traders who use software to instantly execute based on the difference between the 'Forecast' and 'Actual' data numbers.

2. Pre-News Positioners

Traders who analyze sentiment and technical structure to enter before the release, betting on the market's reaction direction.

3. Straddle/Bracket Traders

Placing Buy Stop and Sell Stop orders above and below the current price to catch the breakout, regardless of direction.

4. Institutional Arbitrage

High-frequency firms executing based on millisecond latency advantages across different liquidity venues.

Retail Broker Policies: The "Hidden" Rules

Retail brokers generally do not explicitly ban news trading. Instead, they use "market condition" clauses to protect themselves. You will often see terms like:

  • ⚠️ "Abnormal Market Conditions": Allows the broker to widen spreads or reject orders.
  • ⚠️ "Variable Spreads": Spreads can (and will) expand significantly (e.g., from 0.1 pips to 20 pips) during NFP.
  • ⚠️ "Slippage Policy": Orders are filled at the "next best available price," which can be far from your stop or entry.

Broker News Trading Analysis by Region

We analyzed the top brokers globally to see how they handle news event execution.

🌏 Asia / Asia-Pacific Brokers

Broker News Trading Allowed? Execution Pros Execution Cons (Risk)
IC MarketsYesDeep ECN liquidity, fast executionSpread widening, slippage likely
ExnessYesHigh leverage, flexible withdrawalPrice jumps, variable execution
PepperstoneYesFast tech, no strategy bansSpreads expand significantly
XMYesWide instrument rangeMarket execution slippage
TickmillYesScalping friendlyLiquidity gaps at NFP

🏛️ Europe Brokers (FCA/CySEC)

Broker Policy Pros Cons
IG GroupAllowedEnterprise-grade executionWider spreads during volatility
XTBAllowedFast platform (xStation)Historical slippage events
Trading 212AllowedUser-friendly UIVariable spreads can be harsh
FxProAllowedNo strategy restrictionsRequotes possible on MT4

🇺🇸 USA Brokers (CFTC/NFA)

Broker Policy Pros Cons
OANDAAllowedRegulated, strong APISignificant slippage on major news
Interactive BrokersAllowedInstitutional routingComplex margin requirements
FOREX.comAllowedReliable US regulationNot optimized for HFT scalping

Prop Firm Trading Rules: A Different Ballgame

Critical Distinction: Unlike retail brokers, Prop Firms often have strict, explicit rules banning or restricting news trading to prevent "gambling" behavior and protect their capital.
Prop Firm News Trading Rule Key Restrictions
FTMO Restricted (on Funded) No trading ±2 min before/after high-impact news on standard funded accounts. (Allowed on Swing accounts).
FundedNext Allowed Generally allowed, though recent updates suggest profit weighting (e.g., profits during news count less towards targets).
Funding Pips Variable Rules change frequently; typically allowed but with tight risk/drawdown monitoring.
TopStep Allowed Futures focused. Generally allows trading through news but warns of risk.
The 5%ers Allowed Robust program allowing most strategies including news, subject to standard risk limits.

Execution Microstructure: What Actually Happens?

Understanding "Market Microstructure" is what separates professionals from gamblers. Here is the sequence of events during a Non-Farm Payroll (NFP) release:

  1. T-minus 10 seconds: Algorithmic Liquidity Providers (LPs) widen their spreads to reduce exposure.
  2. T-minus 1 second: The order book "thins out." Bids and Asks disappear.
  3. T-zero (News Release): Data hits the wires. Algorithms react in microseconds.
  4. Price Gap: The price jumps from 1.1050 to 1.1090 instantly without trading at prices in between.
  5. Slippage: Stop orders at 1.1060 are triggered but filled at 1.1090 (Negative Slippage for sellers, Positive for buyers potentially).

Institutional Players: The "Big Boys"

Retail traders are swimming in a pool with sharks. Institutional firms do not use "funded accounts"—they trade billions in proprietary capital.

Jane Street
Major quantitative firm. Recently faced scrutiny (SEBI 2025) for algorithmic strategies around index expiries.
XTX Markets
Large non-bank liquidity provider. Uses machine learning to model price probability and provide liquidity during stress.
Optiver
Global market maker specialized in derivatives. They "make" the market that retail traders try to beat.

Conclusion: The Real Rulebook

News trading is not about "cheating" the market; it is about understanding the infrastructure limits. The rules are defined not just by what brokers say in PDFs, but by what their technology can physically handle.

To succeed in 2026:

  • Know your Broker: Use ECN brokers for pure execution, but expect slippage.
  • Check Prop Rules: Never assume news trading is allowed on a funded account—read the FAQ every month.
  • Respect Volatility: Use lower leverage during news to survive the spread widening.

Best Practices Checklist

  • ✅ Use Limit Orders instead of Market Orders where possible.
  • ✅ Avoid trading the first 30 seconds of a release.
  • ✅ Use a VPS for low-latency execution.
  • ✅ Monitor Economic Calendars (ForexFactory, Investing.com).
  • ✅ Understand the difference between ECN and STP execution.
  • ✅ Cap your risk per trade to 1% or less.

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