Market Reassesses Fed Policy after Warsh's Hawkish Tone, Dollar Strengthens
The dollar rose after Warsh's hawkish comments raised September rate hike odds to 57%, pushing the euro lower.
28/08/2026 14:415 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Fed's Warsh flags rising alarm over price stability data
Fed's Warsh says inflation data is more concerning, signals possible rate hike.
28/08/2026 14:114 min read
Final August consumer sentiment index comes in at 51.7, topping initial estimate
The University of Michigan's final August consumer sentiment index rose to 51.7, beating the initial estimate of 51.0.
28/08/2026 14:118 min read
Crypto and stablecoins on Jackson Hole agenda for first time
Crypto and stablecoins are on the official agenda for the 2026 Jackson Hole symposium, a first for the event.
28/08/2026 13:4415 min read
Fed's Hammack urges immediate rate hikes, warns delay causes harm
Hammack repeats call for rate hikes as inflation stays near 3% and financial conditions seen as not restrictive.
28/08/2026 13:212 min read
Canada's Q2 GDP annualized rate misses forecast at 3.3%
Canada's second-quarter GDP grew at a 3.3% annualized rate, below expectations of 3.4%. June monthly GDP rose 0.3%.
28/08/2026 13:123 min read
European markets tread carefully before Jackson Hole symposium
Markets were quiet as traders awaited Fed Chair Warsh's Jackson Hole speech. European stocks edged higher, while currencies and gold were little changed.
28/08/2026 11:515 min read
Interest Rate Expectations Shift After CPI and Trade Tensions
Market rate expectations for RBA and BoC adjusted after Australian CPI beat and US-Canada trade conflict; focus turns to Fed Chair Warsh's speech.
28/08/2026 11:129 min read
Warsh's First Jackson Hole Speech Puts Fed Credibility on the Line
Kevin Warsh delivers his first Jackson Hole speech as Fed chair, with markets split on a September rate hike.
28/08/2026 11:1130 min read
Eurozone sentiment extends recovery in August
Eurozone economic sentiment continued its recovery in August, with confidence improving across sectors, though consumer inflation expectations edged higher.
28/08/2026 09:215 min read
August German jobless figures rise less than forecast
German unemployment rose by 4,000 in August, less than the expected 5,000, while the jobless rate held at 6.4%.
28/08/2026 08:134 min read
Markets await Warsh's Jackson Hole speech amid uncertainty
Fed chair Kevin Warsh's Jackson Hole speech is expected to offer limited policy guidance, with Goldman Sachs and Deutsche Bank both skeptical of clear signals.
28/08/2026 08:118 min read
Lloyds poll finds UK business mood at five-month peak
Lloyds' business confidence index rose 4 points to +53% in August, a five-month high, while the share of firms planning price rises fell to 51%.
28/08/2026 07:4012 min read
New Zealand consumer confidence flat ahead of RBNZ rate decision
Consumer confidence in New Zealand eased 1 point to 98.0 in August, with inflation expectations steady at 4.7%, ahead of the RBNZ's September 2 policy decision.
28/08/2026 07:3411 min read
Tokyo August CPI holds at 1.9% as core inflation beats forecast
Tokyo headline CPI matched forecasts at 1.9%; core CPI beat at 1.8%. July unemployment fell to 2.4%.
28/08/2026 07:333 min read