Latin America's Dollar Stablecoins: Where Should Reserves Be Held?
Latin America grapples with whether to require stablecoin issuers to hold reserves locally or offshore, as dollar scarcity grows.
17/09/2026 12:2613 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
European Markets Gain as Oil and Yields Cool After Central Bank Decisions
European markets saw gains as oil prices and bond yields eased following the Fed and BOE rate decisions.
17/09/2026 12:116 min read
Understanding yield curve shifts: flattening and steepening explained
The bond yield curve's shape shifts—bear/bull flattening and steepening—signal market expectations about policy, growth, and inflation, but context remains key.
17/09/2026 09:1124 min read
Eurozone August inflation revised slightly lower to 3.2%
Eurozone annual inflation was revised down to 3.2% in August, with energy prices rising 14.3%.
17/09/2026 09:118 min read
BOE expected to hold rate at 3.75% as vote breakdown draws focus
The BOE is expected to hold rates at 3.75%, with focus on whether the vote split narrows to 5-4.
17/09/2026 08:318 min read
Fed's hawkishness questioned as markets overreact
The Fed's 25bp hike and 2026 projection matched expectations, but markets overreacted. The dot plot and Warsh's presser were less hawkish than perceived.
17/09/2026 07:5116 min read
European shares climb as bond yields stabilise after Fed rate move
European stocks opened higher as bond yields steadied following the Fed's 25 bps rate hike and oil prices fell.
17/09/2026 07:318 min read
Treasury yields steady at long end as Fed decision sinks in
Long-term Treasury yields remain steady near 5% as markets digest the Fed's hawkish 25 bps rate hike, with the curve flattening.
17/09/2026 07:217 min read
Trump revives tariff threat as EU offers Canada closer ties
EU proposes Canada as first 'associate member'; Trump calls it 'laughable', threatens tariffs, reviving US-EU trade worries.
17/09/2026 06:517 min read
Warsh's hawkish stance puts Fed credibility to the test
Fed raises rates to 3.75%-4.00% unanimously; Warsh signals more hikes ahead, with markets pricing in a 90% chance of another move this year.
17/09/2026 05:2110 min read
Fed hike aftermath drives Asia market moves
Asia markets rose as investors digested the Fed's rate hike, with Goldman Sachs moving its next hike call to October and dealers eyeing upcoming BOE and BOJ…
17/09/2026 03:4216 min read
TD Sees Fed Hiking in October and January
TD Securities, before the Fed's meeting, predicted three rate hikes this cycle, including October and January, amid a hawkish CPI report; the call awaits…
17/09/2026 02:4113 min read
Goldman Sachs reverses call, now expects second Fed hike in October
Goldman Sachs dropped its 'one and done' view and now expects a second 25bp Fed rate hike in October.
17/09/2026 02:1113 min read
IMF warns RBA may need to hike again, urges Australian spending cuts
IMF warns RBA may hike again, citing inflation, urges Australian spending cuts; markets price ~80% chance of a September hike.
17/09/2026 01:0117 min read
New Zealand Q2 GDP comes in stronger than expected at 2.6% y/y, easing RBNZ growth worries
New Zealand Q2 GDP rose 0.2% q/q and 2.6% y/y, beating forecasts and easing RBNZ growth concerns.
17/09/2026 00:5116 min read