Trump administration messaging set to intensify ahead of midterms
Trump and Bessent ramp up positive messaging on the economy, trade, and Iran as midterms approach.
21/09/2026 15:5113 min read
Inflation
BoC's Macklem: US tariffs may cut Q4 growth to below 1%
BoC's Macklem warns US tariffs could halve Q4 growth to below 1%, while oil prices may lift inflation, creating a policy dilemma.
21/09/2026 15:217 min read
Tim Draper: Apple and Meta 'Irresponsible' for Skipping Bitcoin
Tim Draper calls it irresponsible for Apple and Meta to not hold Bitcoin, urging businesses and governments to adopt it.
21/09/2026 13:128 min read
Goolsbee: robust demand may be stoking US inflation, hardening rate hike path
Fed's Goolsbee says persistent demand and supply shocks could prolong high inflation, reinforcing case for higher rates.
21/09/2026 11:017 min read
USD/JPY intervention risk looms as Japan holiday thins liquidity
USD/JPY sits near 157 as yen falls 2% despite BOJ hike, with thin holiday liquidity and intervention risk in focus. Technical levels and MUFG see limited…
21/09/2026 10:0111 min read
Oil retreats from highs but $100 level still pressures bond markets
Brent crude dipped below $102, but the $100 oil threshold keeps inflation fears alive and bond yields high.
21/09/2026 04:518 min read
Big four Australian banks predict RBA rate rise to 4.60% in September
Australia's big four banks forecast a 25bp RBA rate hike to 4.60% on September 28-29, differing on vote unanimity and follow-up path.
21/09/2026 01:5118 min read
BofA sticks with October, December Fed hike call as spending stays hot
BofA reaffirms forecasts for Fed rate hikes in October and December, citing strong nominal spending, with risks flagged around persistent supply shocks.
21/09/2026 01:0116 min read
Kashkari Warns Inflation Pervasive, Not Limited to Energy
Minneapolis Fed's Kashkari said inflation is too high across the US economy, not just in oil, and supported the recent rate hike.
20/09/2026 21:2216 min read
Schmid: Inflation Running Above 3% Supports Rate Hike
Kansas City Fed's Schmid supports recent rate hike, citing inflation above 3% and broad-based price pressures, while noting the economy's strength outside…
18/09/2026 15:515 min read
August US industrial output flat, missing expectations
US industrial production was flat in August, missing expectations, while manufacturing output fell 0.3%.
18/09/2026 13:3416 min read
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
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
Grayscale: Further Fed Hikes Unlikely to Reshape Crypto Markets
Grayscale's Pandl says Fed's mid-cycle adjustment won't drive major crypto shifts.
18/09/2026 06:269 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