Bullock warns Middle East-driven inflation risks now materialising
RBA Governor Bullock testified that inflation risks flagged in August are materialising, with Middle East conflict and AI boom pushing up prices.
17/09/2026 23:5318 min read
Inflation
Japan's August CPI Rises 1.9% Year-on-Year, Misses Forecasts
Japan's headline CPI came in at 1.9% y/y in August, below the 2.0% forecast. Core-core CPI also missed expectations at 1.7%.
17/09/2026 23:413 min read
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
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
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
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
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
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
Trump Calls for 1% Fed Rate as Warsh Hikes, Warns of More
Trump demanded the Fed cut rates to 1% after Warsh raised them to 3.75-4%, threatening more hikes. Bitcoin and gold reacted.
16/09/2026 22:568 min read
Fed votes to hike, signals more tightening ahead
The Fed raised rates by 25bps to 3.75%-4.00% unanimously and projected further hikes, signaling a higher-for-longer path.
16/09/2026 21:219 min read
Warsh describes an economy that looks to be strengthening
Fed's Warsh said the economy looks to be strengthening, inflation remains too high, and the FOMC has not met the confidence bar on underlying inflation.
16/09/2026 18:514 min read
BoC Governing Council sees near-term inflation staying elevated
The Bank of Canada's Governing Council sees near-term inflation staying elevated, while markets anticipate over 100 basis points of rate hikes.
16/09/2026 17:412 min read
Warsh steps back from signalling as FOMC readies July 29 statement
Kevin Warsh reduces signalling in the FOMC statement; a close vote could rock markets.
16/09/2026 17:415 min read
Atlanta Fed GDPNow Q3 growth estimate surges to 5.1% from 4.4%
The Atlanta Fed GDPNow model raised its Q3 growth estimate to 5.1% from 4.4% as consumer and government spending forecasts increased.
16/09/2026 16:518 min read