BoC's Macklem flags concern over sticky fuel margins, inflation outlook
BoC's Macklem says fuel margin normalization may take time, worrying for inflation. Q4 growth forecast cut to 0.75%.
21/09/2026 17:117 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Trump administration messaging set to intensify ahead of midterms
Trump and Bessent ramp up positive messaging on the economy, trade, and Iran as midterms approach.
21/09/2026 15:5113 min read
BoC's Macklem: US tariffs may cut Q4 growth to below 1%
BoC's Macklem warns US tariffs could halve Q4 growth to below 1%, while oil prices may lift inflation, creating a policy dilemma.
21/09/2026 15:217 min read
Bitcoin surges to January peak as oil slide lifts sentiment
Oil falls 2.5% as risk appetite returns; Bitcoin hits $84,777, its highest since January.
21/09/2026 12:146 min read
S&P 500 climbs as traders unwind FOMC overreaction, eyes Middle East detente
S&P 500 rose after traders faded the initial overreaction to the Fed's decision, supported by hopes of Middle East de-escalation.
21/09/2026 12:1110 min read
Goolsbee: robust demand may be stoking US inflation, hardening rate hike path
Fed's Goolsbee says persistent demand and supply shocks could prolong high inflation, reinforcing case for higher rates.
21/09/2026 11:017 min read
Local Pushback Halts $68B in US Data Center Builds
Opposition blocked or delayed 45 US data center projects worth $68B from April to June, with protests now spreading globally.
21/09/2026 09:119 min read
Faster gas price impact adds to ECB's inflation worries
Wholesale gas price changes are now expected to feed into euro area consumer inflation more quickly, potentially reducing the time the ECB has to assess…
21/09/2026 08:419 min read
Beijing sets fifth plenum for Oct 26-29; economic cues in focus
China has scheduled its fifth plenum for Oct 26-29 in Beijing; markets will watch for economic signals amid the Trump-Xi summit backdrop.
21/09/2026 07:018 min read
Trump-Xi Summit Shakes Markets: Bitcoin and Stocks Rally, Oil Drops
Markets rose, oil fell as Trump-Xi summit and Iran diplomacy take center stage.
21/09/2026 06:279 min read
Beijing stays firm as markets anticipate trade truce before Trump-Xi talks
Ahead of the Trump-Xi summit, China remains steady with record trade surplus, while markets expect only a truce extension, not a major deal.
21/09/2026 05:119 min read
Big four Australian banks predict RBA rate rise to 4.60% in September
Australia's big four banks forecast a 25bp RBA rate hike to 4.60% on September 28-29, differing on vote unanimity and follow-up path.
21/09/2026 01:5118 min read
BofA sticks with October, December Fed hike call as spending stays hot
BofA reaffirms forecasts for Fed rate hikes in October and December, citing strong nominal spending, with risks flagged around persistent supply shocks.
21/09/2026 01:0116 min read
Bessent and Greer describe US-China talks as productive; trade body goes live
Bessent called US-China talks 'very successful' as the Board of Trade became operational ahead of a Trump-Xi summit.
21/09/2026 00:1117 min read
History Suggests S&P 500 Wobbles Then Recovers After Fed's First Hike Since 2023
Based on historical patterns, the S&P 500 tends to dip after the Fed's first hike but recovers within a year, with bond yield speed as a key risk.
20/09/2026 23:2231 min read