BOJ May Signal Inflation Is Roughly at 2%, Bolstering Case for December Move
The BOJ may signal in October that underlying inflation has roughly reached 2%, giving markets more reason to expect a December rate hike.
06/10/2026 05:219 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Benjamin Cowen Predicts 10-Year Yield Peak Before Midterms, Bitcoin May Rally
Analyst Benjamin Cowen expects the 10-year Treasury yield to peak before mid-November, potentially boosting Bitcoin and other risk assets.
06/10/2026 05:128 min read
Treasury yields climb to highest since 2002 despite reduced Fed hike expectations
10-year Treasury yields have risen above 5.30%, reaching their highest level since 2002, despite reduced bets on a Fed rate hike in October.
06/10/2026 05:018 min read
Chalmers: Global bond yield surge to strain Australian budget
Treasurer Jim Chalmers warned that rising global bond yields will increase Australia's budget costs as cheap debt matures.
06/10/2026 00:3113 min read
Consumer sentiment dives to recession-era lows after RBA hike; Westpac expects another in November
Australian consumer sentiment fell sharply after the RBA's latest rate hike, with Westpac predicting another increase in November.
06/10/2026 00:0714 min read
NY Fed scrutinises bank lending to private credit firms after JPMorgan writedowns
The New York Fed has been probing major banks' private credit exposure since spring, meeting JPMorgan, Wells Fargo, Barclays and Morgan Stanley after…
05/10/2026 21:5114 min read
Deutsche Bank highlights risk from bond-equity pricing divergence
After a sharp widening in euro zone sovereign spreads, Deutsche Bank warns of a disconnect between bond and equity markets.
05/10/2026 21:3115 min read
Alden: Fiscal Deficits, AI Deflation, and Bitcoin
Lyn Alden separates AI price deflation from monetary inflation and explains Bitcoin's role.
05/10/2026 21:227 min read
New Zealand business confidence hits net 40% in Q3 despite oil headwinds
New Zealand business confidence rose sharply to a net 40% in the September quarter, though firms' own trading remained flat. Oil prices from US-Iran tensions…
05/10/2026 21:2115 min read
Nasdaq ends at record; dollar strengthens, yields rise
Nasdaq Composite and Nasdaq 100 closed at records as stocks rose despite higher Treasury yields and a stronger dollar.
05/10/2026 21:0222 min read
Custodia Bank CEO on Stablecoins, Tokenized Deposits, and Bitcoin's Macro Story
Caitlin Long discusses stablecoins, tokenization, and the macro case for bitcoin, noting Treasury and Fed dynamics.
05/10/2026 20:585 min read
Ibovespa hits record 200,000 as Brazilian assets rally after election upset
Brazil's Ibovespa index crossed 200,000 for the first time after Bolsonaro led the first round of voting, while the dollar dropped 5% and stocks surged.
05/10/2026 20:436 min read
Hundreds of Chinese Banks Are Closing. Should Bitcoin Investors Worry?
China closed a record 670 banks in the latest yearly tally, leaving 3,139. Fitch sees little contagion risk even as bitcoin traded near $85,340.
05/10/2026 19:4310 min read
ISM services PMI slips to 54.9, below the 55.2 estimate
The ISM services PMI slipped to 54.9 in September from 55.4, below the 55.2 estimate, as price pressures intensified and employment returned to expansion.
05/10/2026 14:1211 min read
US service-sector growth surges to July 2021 high, PMI data shows
US services PMI hit 58.8 in September, highest since July 2021, with strong hiring and rising inflation pressures.
05/10/2026 14:0318 min read