Pal: Bitcoin, Not Gold, Is Top Debasement Hedge
Raoul Pal says Bitcoin outperforms gold as a hedge against currency debasement, citing its earlier adoption stage and higher growth potential.
16/09/2026 05:129 min read
Macro Rates
UK August CPI release to set tone before BOE rate call
UK August CPI data due today, with headline seen rising to 3.1%. Core and services inflation in focus ahead of BOE decision.
16/09/2026 04:2111 min read
Lennar earnings offer a window into US housing under 5% yield pressure
Lennar's Q3 earnings, due after the close on 16 September, may show how higher rates are hitting US housing and the broader economy.
16/09/2026 03:4414 min read
Asia-Pacific Markets Cautious Ahead of Fed; Oil Steady, Crypto Weighed
Asia-Pacific markets: Oil steady near highs, Japan data misses, crypto falls on US Senate vote.
16/09/2026 03:4110 min read
BOJ and Fed Set for Possible Same-Week Rate Hikes: Yen in Focus
The Fed and BOJ are poised for possible same-week rate hikes, with 89% of economists expecting a BOJ boost to 1.25%, its highest in 30 years.
16/09/2026 02:418 min read
Phelan: Rate Hike Today Would Be a Mistake for the Fed
White House adviser Christopher Phelan says a Fed rate hike today would be a mistake, citing cooling inflation over the past three months.
16/09/2026 02:268 min read
China central bank chief signals pivot from loan targets to rates, debt stability
PBOC Governor Pan Gongsheng's Qiushi article signals a shift to price-based tools from loan targets, aiming to stabilise debt.
16/09/2026 02:2116 min read
Westpac index shows improving Australian growth, RBA set for hawkish hold
Westpac leading index improved to -0.09% in August, still below trend. RBA expected to hold in September but hike later.
16/09/2026 01:0116 min read
Nikkei nearly flat after early rise, Kospi slips as Fed decision looms
Asian stocks opened mixed Wednesday as traders awaited the Fed decision. Nikkei flat, Kospi lower.
16/09/2026 00:3113 min read
Key takeaways from UBS's market note for the broader outlook
UBS's daily note identifies three lasting themes: growth matters more than rate hikes, AI demand rises despite calls for regulation, and earnings drive markets.
16/09/2026 00:1113 min read
Japan's trade gap widens as machinery orders unexpectedly dip
Japan's July machinery orders fell 3.7% m/m, missing forecasts, while August trade deficit widened to 1105.6B yen, complicating BoJ policy.
16/09/2026 00:0116 min read
Strive CEO sees roughly 50% annual Bitcoin gains through 2030
Strive CEO Matt Cole forecasts roughly 50% annual Bitcoin returns into 2030, citing macro trends in the dollar and Treasury rates.
15/09/2026 21:274 min read
US stocks end lower as Treasury yields climb and oil prices jump
US stocks closed lower Monday as the 10-year yield topped 5% and crude oil jumped 4.4%, ahead of the Fed's rate decision.
15/09/2026 20:4113 min read
Oil price surge complicates Fed decision in volatile markets
Oil's 11-day rally pushes yields higher and stocks lower ahead of a likely Fed rate hike.
15/09/2026 20:347 min read
Canadian spending stays on positive track in August, RBC tracker shows
RBC's tracker shows spending growth broadened in August, with core sales up 1.1% m/m, while NielsenIQ data points to a deceleration.
15/09/2026 18:325 min read