Franklin Templeton's Zahn sticks with German and Spanish debt as European growth slows
Franklin Templeton's Zahn backs German and Spanish bonds, sees European growth slowing and UK Budget headroom as the key risk.
30/09/2026 21:5214 min read
Macro Rates
US Dollar Firms as PCE Relief Fades; Dow Hits June Low
Softer PCE inflation failed to keep yields down; the dollar strengthened and the Dow fell to its lowest since June, while tech stocks supported Nasdaq gains.
30/09/2026 21:3428 min read
Trump urges Powell to resign, asks attorney general to examine Fed renovation report
Trump calls for Powell's resignation over Fed HQ cost overruns, asks AG to examine report.
30/09/2026 20:156 min read
Goldman Sachs shifts timeline for next Fed rate increase to December
Goldman Sachs moved its forecast for the next Fed rate hike from October to December, citing dovish signals and rising bond yields.
30/09/2026 17:129 min read
Bitcoin Rises Past $85,000 After Inflation Data Comes in Below Expectations
Bitcoin rose past $85,000 after August inflation data came in below expectations, reducing the chance of a Fed rate hike.
30/09/2026 16:577 min read
Schnabel: Resilient economy accelerates cost pass-through to consumers
Schnabel noted that high costs pass through more quickly in a resilient economy, but the ECB can be patient if inflation expectations remain anchored.
30/09/2026 16:015 min read
Atlanta Fed GDPNow Trims Q3 US Growth Outlook to 3.7%
The Atlanta Fed's GDPNow model cut its Q3 US growth estimate to 3.7% from 5.0%, citing a wider August goods trade deficit and softer consumer spending.
30/09/2026 15:219 min read
Iran War Drives Oil Costs Into Europe's September Inflation Data
Spain, France and Poland posted higher inflation in September, with energy costs driven by the Iran war pushing prices above forecasts.
30/09/2026 14:4111 min read
Cooler US inflation data sparks Bitcoin rally above $85,000 and gold bounce
Bitcoin rose above $85,000 and gold jumped after US PCE inflation came in at 3.4% versus 3.7% expected, cooling rate hike expectations.
30/09/2026 13:4112 min read
US core PCE inflation eases to 3.0% in July, below forecasts
US core PCE inflation slowed to 3.0% year-over-year in July, below the 3.3% expected, easing pressure on the Fed.
30/09/2026 12:4511 min read
US goods trade deficit widens more than expected in August
The US goods trade deficit widened to $132.6 billion in August, exceeding expectations, as imports rose faster than exports.
30/09/2026 12:447 min read
Dollar wavers, yields dip and oil supply picture improves to wrap September
On September's final day, the dollar was mixed, Treasury yields slipped and Middle East oil supply worries eased, leaving stock futures without a clearβ¦
30/09/2026 12:3319 min read
Preliminary German CPI accelerates to 3.3% in September, topping forecasts
Germany's preliminary September CPI rose to 3.3% year on year, above the 3.1% forecast and up from 2.9%; core inflation held at 2.4%.
30/09/2026 12:226 min read
Solana trades near trendline as Alpenglow and US-Iran talks drive focus
Solana consolidates around $120 as traders watch Alpenglow upgrade and US-Iran negotiations for next moves.
30/09/2026 12:229 min read
ADP payrolls climb 90,000, beating 70,000 consensus
ADP reported 90,000 private-sector jobs added, surpassing the 70,000 consensus forecast, with the prior month revised to 38,000.
30/09/2026 12:217 min read