ECB's Lagarde says gradual action is right as inflation pressures persist
ECB's Lagarde says gradual policy response is appropriate as inflation outlook has risen for 2027-2028.
28/09/2026 13:514 min read
Macro Rates
Record $103T Global Money Supply Fails to Boost Bitcoin
Global money supply hit a record $103.66T in August, but Bitcoin and gold remain weak as money growth slows and yields rise.
28/09/2026 12:2710 min read
Ramsden: sustained energy costs could justify BoE rate increase
BoE Deputy Governor Ramsden said persistent high energy prices could justify a rate hike, though he currently sees little second-round effects.
28/09/2026 11:328 min read
Iran friction continues to drag on bitcoin as macro risks mount
Bitcoin remains pressured by US-Iran tensions and Fed rate-hike bets. Trump rejecting Iran's Strait of Hormuz proposal deepened the recent pullback.
28/09/2026 09:138 min read
RBA set to hike 25 bps, focus shifts to guidance and August CPI
Markets expect the RBA to lift the cash rate to 4.60% tomorrow, with traders focused on guidance and August CPI for the next move.
28/09/2026 08:429 min read
Gold under pressure after Trump rejects Iranian Strait of Hormuz proposal
Gold fell after Trump rejected Iran's proposal to reopen the Strait of Hormuz and signalled renewed bombing after the midterms.
28/09/2026 08:1510 min read
Fed rate hike prospects trigger $1 trillion sell-off in gold, silver
Gold and silver lost about $1.05 trillion in combined market value on Monday amid rising expectations of a Federal Reserve rate hike.
28/09/2026 08:1111 min read
European equities open higher, oil and yields cap gains
European stocks opened slightly higher, but oil price gains and rising bond yields kept advances in check.
28/09/2026 07:365 min read
EUR/USD slides below 1.14 support amid fading US-Iran deal optimism
EUR/USD fell below the 1.14 support level after Trump rejected an Iranian proposal and strong US PMIs boosted the dollar. The euro remained weak amid ECB rateβ¦
28/09/2026 07:1316 min read
Treasury yields' next move may hinge on US jobs data
Friday's US jobs report could determine whether Treasury yields climb higher or fall back, with wages and hiring data also in focus.
28/09/2026 06:4210 min read
Week ahead: RBA decision, US jobs data, eurozone inflation
Upcoming week includes RBA rate decision, Canadian GDP, Australian CPI, US PCE and jobs data, and eurozone inflation figures.
28/09/2026 06:1519 min read
Gold slips beneath $4,200 as Treasury yield jump worsens the technical picture
Gold fell under $4,200, the lowest level in almost eight weeks, as Treasury yields rose and oil prices climbed. The next target is $4,000.
28/09/2026 04:317 min read
Asia-Pacific markets: Gold plunges below $4,200, oil rises on Iran tensions
Gold fell below $4,200 as yields rose; oil climbed on Iran tensions; Japan services PPI rose 3.7%.
28/09/2026 03:5222 min read
Why the Treasury's $202 billion settlement is no Bitcoin catalyst
Treasury settles $202 billion in bonds Sept 30, leaving net new supply of $58.42 billion. No data links the settlement to Bitcoin, which trades near $84,000.
28/09/2026 03:0214 min read
China's August industrial profit gain of 4.2% is slowest this year
China's industrial profits rose 4.2% in August from a year earlier, the weakest monthly gain this year, as the year-to-date rate eased to 15.7%.
28/09/2026 02:1214 min read