Fed's hike draws mixed views on inflation timeline
The Fed raised rates by 25 bps to 3.75-4.0%, a unanimous vote under Warsh. Analysts split on inflation's duration, with UBS seeing gold pressure near-term but…
17/09/2026 22:4119 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
RBA Governor Bullock testimony key as rate hike odds hit 70-75%
RBA Governor Michele Bullock appears before parliament as markets assign a 70-75% probability to a rate hike at the September meeting.
17/09/2026 21:2116 min read
Grayscale: Bitcoin Likely Unfazed by Fed Rate Hike
The Federal Reserve raised rates, but bitcoin traded higher; Grayscale believes the hike is a mid-cycle adjustment that won't disrupt crypto markets.
17/09/2026 21:127 min read
BoJ poised for rate hike, markets eye pace and yen response
The Bank of Japan is expected to raise rates to 1.25% at today's meeting, with attention on Ueda's guidance and the yen's reaction.
17/09/2026 21:0115 min read
Japan's August CPI due as BoJ rate hike looks all but certain
Japan's August CPI data is due as the BoJ is widely expected to raise rates to 1.25%, with swaps pricing a near-certain hike.
17/09/2026 20:5415 min read
Gold up $81, S&P 500 gains 1.1% as dollar slides
Gold rose $81, S&P 500 gained 1.1%, and the dollar lagged as Treasury yields dropped, with mixed economic data.
17/09/2026 20:417 min read
Asia's Friday Economic & Event Calendar: BoJ and RBA in Focus
Asia's Friday calendar features Japan's August CPI and a BoJ rate decision, plus RBA Governor Bullock speaking. A hike is widely expected.
17/09/2026 20:318 min read
Five Inflation Drivers Keeping Pressures Elevated
An analysis examines five factors that may keep inflation elevated: the Iran war, AI spending, consumer resilience, immigration, and government spending.
17/09/2026 19:2219 min read
Former Atlanta Fed chief: Price pressures now a bigger worry than jobs
Ex-Atlanta Fed chief Bostic says persistent price shocks and strained households make inflation a bigger concern than employment.
17/09/2026 15:214 min read
137 basis points: smallest rate hike cycle in Fed history
The FOMC raised rates to 3.75-4.00% as expected, with markets pricing three more hikes. The smallest hiking cycle in history was 137 basis points in 1986-87.
17/09/2026 15:156 min read
Bailey: Rate calls to get tougher if Iran conflict drags on
Bailey says rate decisions grow harder the longer the Iran conflict lasts; inflation risks still subdued; four hikes not discussed.
17/09/2026 13:422 min read
Canada August PPI climbs 1.3% m/m versus 0.6% prior
Canada's August producer price index rose 1.3% m/m, up from 0.6%. Annual PPI increased 13.5%, and raw materials prices also surged.
17/09/2026 13:212 min read
US housing starts in August came in at 1.275m, below 1.309m forecast
US August housing starts at 1.275m missed estimation; permits also lower. Mortgage rates near 7%; relief may come after Iran war, if ever.
17/09/2026 12:422 min read
美国9月费城联储商业指数报37.8，高于预期30.5
美国9月费城联储商业指数37.8，高于预期30.5，前值47.4，分项数据有升有降。
17/09/2026 12:412 min read
US weekly jobless claims drop to 196,000, beating forecasts
US weekly initial jobless claims totaled 196,000, well below the 208,000 estimate, signaling a stronger-than-expected labor market.
17/09/2026 12:419 min read