US-China Form Trade Council, Extend Truce to January 2027
China and the US agreed to establish a trade council and extend their tariff truce until January 2027.
28/09/2026 01:4116 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Japan services inflation quickens to 3.7% in August, fastest in over two years
Japan's services producer price index rose 3.7% in August, the fastest annual pace in over two years, driven by freight and leasing costs.
28/09/2026 01:0115 min read
Oil drop may fuel 10% stock rally, strategist says
Falling oil could trigger a 5-10% stock rally, says strategist David Spika, as lower crude may ease inflation and bond yields.
28/09/2026 00:417 min read
BOJ minutes reveal push for faster rate hikes as price risks tilt upward
BOJ July minutes show one member pushed for faster hikes as price risks lean higher, with the pace of future moves seen potentially exceeding market…
28/09/2026 00:1417 min read
Schlegel Says Swiss Inflation Position 'Comfortable' as Other Central Banks Raise Rates
SNB President Martin Schlegel said Swiss inflation forecasts are near the middle of the target range. The central bank held its rate steady at zero.
27/09/2026 23:5514 min read
Five Data Releases This Week to Shape Fed Rate Path
This week's PCE, GDP, ISM, payrolls, and BOJ minutes will influence the Fed's next rate decision and move stocks and crypto.
27/09/2026 23:2716 min read
BOJ July minutes arrive as September rate hike steals the spotlight
BOJ July minutes show an 8-1 vote to hold, with dissenter Takata's call for 1.25% realised at September's hike.
27/09/2026 22:3119 min read
Bessent says Fed should keep open stance on rates, cites AI productivity boost
Bessent urged the Fed to keep an open mind on rates, citing AI productivity gains, and said Iran oil deliveries to China may end in two weeks.
27/09/2026 21:4218 min read
Apollo's Slok warns AI agents may spark 'agentic bank run' over rate gap
Apollo's Slok warns AI assistants could spark an 'agentic bank run' by automatically shifting deposits to higher-yield fintech accounts.
27/09/2026 20:5414 min read
Apollo Economist Warns AI Agents May Trigger Bank Deposit Drain
Apollo's chief economist warns AI agents could sweep deposits from low-yield bank accounts to higher-yielding options, threatening bank profitability.
27/09/2026 17:4110 min read
Austrian Economist Says AI Will Make Everyone an Entrepreneur
Austrian economist Per Bylund discusses AI's limits and the shift from employment to entrepreneurship economy.
26/09/2026 15:577 min read
Hopes for Iran deal fuel rally in stocks, drop in oil
Iran peace talk headlines boosted risk sentiment, sending oil lower and equities higher, while yen intervention fears kept currency markets on edge.
25/09/2026 21:215 min read
Xi: Strategic stability to define US-China ties built on mutual respect
Xi Jinping said the US-China relationship will be based on respect, fairness and reciprocity, and agreed with Trump to add new substance.
25/09/2026 16:132 min read
Report: Iran-US talks in New York become more positive, enter technical phase
Al Jazeera reports that Iran-US talks in New York are becoming more positive and have entered a technical phase, with Qatar mediating.
25/09/2026 16:123 min read
Inflation Tops Family Office Concerns; Stocks Still Top Choice
Family offices cite inflation as top worry, but 46% increased stock exposure. Crypto sees more planned cuts than additions.
25/09/2026 14:419 min read