Bullock points to inflation risks amid rising neutral rates
RBA Governor Michele Bullock highlighted inflation risks from the Middle East and excess demand, and noted rising neutral rates, suggesting higher-for-longer…
22/09/2026 04:425 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Arthur Hayes Questions US Insurer Solvency Over AI Debt Exposure
Arthur Hayes argues US insurers are insolvent due to AI debt. A wave of downgrades could trigger a crisis.
22/09/2026 03:5712 min read
Central Bankers Warn of Inflation Risks in Quiet Asia-Pacific Trading
Central bankers flagged persistent inflation risks amid quiet Asia-Pacific trading, with New Zealand and Australian dollars gaining on hawkish remarks.
22/09/2026 03:5119 min read
RBA's Bullock: Supply Shocks Hard for Policy, Flags Second-Round Risk
RBA's Bullock says supply shocks are hard for policy to manage, focusing on second-round effects, reinforcing the hawkish stance ahead of the Sept 28-29…
22/09/2026 03:3111 min read
HSBC Sees 10-Year Yield at 4.65% by Year-End as Retreat Extends
HSBC sees the 10-year Treasury yield near 4.65% by year-end, not 6%, as markets calm on falling oil and Iran hopes.
22/09/2026 03:268 min read
Muted hopes ahead of Trump-Xi talks as trade truce likely to be prolonged
Trump-Xi meeting set for this week as both sides signal modest trade ambitions; Busan truce expected to be extended.
22/09/2026 02:5119 min read
RBNZ's Breman flags firmer near-term inflation on oil prices
RBNZ's Breman sees higher oil prices lifting near-term inflation above forecasts, without committing to a policy move ahead of October.
22/09/2026 02:3114 min read
Musalem says Fed probably needs more rate hikes as inflation risks persist
St. Louis Fed President Musalem said rates likely need to rise further, warning inflation may stay above target in 18 months without more restraint.
22/09/2026 01:0216 min read
Deutsche Bank: Markets Underestimate Global Rate-Hike Scale
Deutsche Bank strategist Henry Allen warns markets underestimate how far central banks must hike rates, citing a gap between market pricing and inflationary…
22/09/2026 00:3118 min read
Bitcoin's Rally Tests Whether It Can Match Wall Street's Bullish Mood
Wall Street strategists are optimistic after clearing key fears. Bitcoin rose 6% to about $86,600, but questions remain if crypto will follow stocks higher.
21/09/2026 23:117 min read
RBA's Hunter: further rate hike possible as inflation risks stay elevated
RBA's Sarah Hunter said rates may need to rise again as inflation risks stay tilted higher, with markets pricing in a hike at the September meeting.
21/09/2026 23:0117 min read
ECB's Lane links euro area growth stability to energy shock containment
ECB's Lane said the euro area economy will grow steadily if the energy shock remains contained, with inflation rising again before easing from mid-2027.
21/09/2026 22:4110 min read
Boston Fed's Collins Expects Second Rate Rise This Year, Then Steady in 2027
Boston Fed President Susan Collins supported last week's rate rise and sees another hike this year, with rates on hold in 2027. Chicago's Goolsbee also cited…
21/09/2026 20:5315 min read
Asia-Pacific economic calendar: RBA's Bullock in focus on quiet Tuesday
RBA Governor Bullock speaks in a fireside chat ahead of the September 28-29 meeting, with a rate hike widely expected.
21/09/2026 20:117 min read
Musalem: Inflation fight likely requires more rate increases
St. Louis Fed's Musalem said further rate hikes are likely needed, with inflation still too high. Markets price a 55% chance of an October hike.
21/09/2026 18:325 min read