NAB survey shows business conditions at six-year low; currencies, ASX decline
NAB business conditions hit six-year low; ASX, AUD, NZD soften; RBA hike probability high.
08/09/2026 01:4117 min read
Macro Rates
Japan's revised GDP strengthens BOJ hike outlook, sharpening focus on yen and Nikkei
Japan's Q2 GDP was revised up to 1.4% annualised, reinforcing expectations that the BOJ will hike to 1.25% on September 18.
08/09/2026 00:4517 min read
Japan revises Q2 GDP growth to 1.4% year-on-year
Japan's revised Q2 GDP came in at 1.4% year-on-year, above the preliminary 1.1% estimate.
08/09/2026 00:042 min read
Japan's fastest wage growth in 27 years reinforces BOJ hike path
Japan's real wages rose 2.4% in July, seventh straight gain, while nominal pay hit 4.7%, fastest since 1997, supporting BOJ rate hike.
08/09/2026 00:0215 min read
Japanese July wage growth beats forecasts with 4.7% rise
Japan's July 2026 average cash earnings rose 4.7% year-on-year, beating the 3.9% forecast, and real wages increased 2.4%.
07/09/2026 23:421 min read
UK retail sales growth slows in August as summer boost fades
UK retail sales growth slowed to 0.7% in August, the smallest increase since April, as the summer boost faded. Consumer confidence also dropped.
07/09/2026 23:2414 min read
UBS backs gold as portfolio hedge despite hawkish Fed repricing
UBS retains a constructive gold view, positioning it as a portfolio hedge against inflation and geopolitical risks, and advises using price dips to build…
07/09/2026 22:3117 min read
UBS now expects two Fed rate hikes, sees equity outlook intact
UBS expects two Fed rate hikes in 2025 after strong jobs data, maintaining a positive equity outlook driven by economic strength.
07/09/2026 22:1321 min read
Goldman: Gold's Pullback to $4,000 Is a Buy Zone Before FOMC
Goldman sees gold's pullback as a pause, with dips toward $4,000 an ounce a buying opportunity before the September FOMC.
07/09/2026 21:3217 min read
Revised Japan Q2 GDP data to influence BOJ September hike outlook
Japan's Q2 GDP revision out today could sway BOJ September rate hike odds, currently at 80%.
07/09/2026 21:0114 min read
Japan GDP, China trade data on tap for Tuesday Asia session
Japan's GDP and China trade data due Tuesday; preliminary Q2 GDP missed expectations.
07/09/2026 20:312 min read
European stocks end the day on a mixed note
European stock benchmarks finished the session mixed, with energy shares supported by higher oil and bond yields climbing on rate concerns.
07/09/2026 17:319 min read
Oil near $100 poses renewed threat to central banks
Oil may soon hit $100 again, threatening to reverse inflation progress and create a policy dilemma for central banks as the US-Iran conflict persists.
07/09/2026 11:4312 min read
S&P 500 Dips as Payrolls Surge Revives Rate Hike Bets; CPI Next
Strong NFP data raised rate hike expectations, sending the S&P 500 lower. Focus now on US CPI.
07/09/2026 11:217 min read
Traders look to US CPI for EUR/USD's next decisive move
EUR/USD consolidates ahead of US CPI. Dollar spiked on NFP but focus remains on inflation. ECB likely to hike 25 bps.
07/09/2026 10:2211 min read