Ueda: Spring wage talks crucial for BOJ inflation outlook
BOJ Governor Ueda highlighted spring wage talks for FY2027 as key for inflation trends, and said policy will not be swayed by board changes.
18/09/2026 07:227 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
BOJ's Ueda Signals Further Tightening Amid Inflation Risks
BOJ Governor Ueda stated the bank will continue to raise rates in response to economic and price developments, noting inflation overshooting risks.
18/09/2026 07:026 min read
UK August retail sales beat forecasts as department stores and non-store retailers rebound
UK retail sales rose 0.5% in August, exceeding expectations, as department stores and non-store retailers recovered.
18/09/2026 06:2210 min read
UK retail sales beat expectations in August
UK August retail sales rose 0.5% month-on-month, beating expectations for a 0.2% decline.
18/09/2026 06:118 min read
BOJ raises rate to 1.25%, tracking US and European moves
Bank of Japan raised its benchmark rate to 1.25% on Friday, the highest since 1995, as energy costs pressure economies.
18/09/2026 05:418 min read
Ueda faces questions after two dissenters on BOJ rate hike to 1.25%
The BOJ's rate hike to 1.25% was accompanied by two dissenting votes, putting Governor Ueda's press conference in focus.
18/09/2026 05:418 min read
UK's BoE Holds at 3.75% as Fed Lifts to 4% – Comparing the Rationales
The Bank of England kept its rate at 3.75% as the Fed raised to 4%, with the BoE arguing that energy-led inflation requires different tools.
18/09/2026 05:287 min read
BoJ raises rate to 1.25%; RBA flags inflation risks
BoJ hikes rate to 1.25% as expected; RBA warns of inflation risks. Iran attacks tanker, US sanctions crypto exchange.
18/09/2026 03:4217 min read
BoJ hikes rate to 1.25% as expected, with 7-2 split
The Bank of Japan raised its policy rate by 25bp to about 1.25% in a 7-2 vote, signaling further rate hikes ahead but with board dissent.
18/09/2026 03:0917 min read
iCapital Sees 10-Year Yield Hitting 5.3% If Oil Keeps Rising
iCapital raised its 10-year yield forecast to 4.5%-5.3%. A strategist said oil prices, not the Fed dot plot, will decide the outcome.
18/09/2026 02:129 min read
UBS lifts RBA rate call to 4.85% after Bullock's hawkish comments
UBS sees two more RBA hikes to a 4.85% terminal rate after Bullock and Hauser hawkish comments, with markets pricing a 70-75% chance of a September move.
18/09/2026 01:3115 min read
Bullock flags RBA policy tightening doubts as oil price risks mount
RBA's Bullock signals policy may not be tight enough as oil price risks build, hinting at a possible rate hike.
18/09/2026 01:2116 min read
Bullock warns Middle East-driven inflation risks now materialising
RBA Governor Bullock testified that inflation risks flagged in August are materialising, with Middle East conflict and AI boom pushing up prices.
17/09/2026 23:5318 min read
Japan's August CPI Rises 1.9% Year-on-Year, Misses Forecasts
Japan's headline CPI came in at 1.9% y/y in August, below the 2.0% forecast. Core-core CPI also missed expectations at 1.7%.
17/09/2026 23:413 min read
New Zealand food price inflation holds steady in August
New Zealand's August trade deficit was -1349mn, with imports at 8bn and exports at 6.66bn. Food price inflation held at 1.9% y/y, unchanged from July.
17/09/2026 23:012 min read