Why currencies can fall after rate hikes and rise after cuts
Central bank decisions move markets based on deviations from expectations, not the rate change itself. The RBNZ's rate hike weakened the NZD due to a dovish…
02/09/2026 08:2114 min read
Macro Rates
Bond market sends warning of higher-for-longer rate era
Bond yields in major economies hit multi-year highs, signalling a shift to higher-for-longer interest rates amid persistent inflation and fiscal deficits.
02/09/2026 07:4112 min read
BOJ's Takata signals need for flexible policy options beyond gradual rate hikes
BOJ's Takata says the central bank should consider a broad range of policy options, not just gradual rate hikes of 0.25%.
02/09/2026 05:516 min read
South Korea's KOSPI Tumbles 3% as Iran Conflict Fuels Oil Rally to Multi-Week Peak
Asian markets tumbled as US airstrikes on Iran boosted oil to a five-week high and triggered a global bond selloff, with KOSPI down 3%.
02/09/2026 04:568 min read
Makhlouf says ECB's next move already anticipated by markets
ECB's Makhlouf says the upcoming rate decision will not surprise markets, and policy only becomes restrictive above 2.75%. He also indicates further hikes may…
02/09/2026 04:326 min read
Oil climbs to near six-week high as US-Iran hostilities persist
Oil hit a near six-week high as US-Iran fighting continued. Central banks in Japan, New Zealand and Australia signaled more tightening.
02/09/2026 03:5316 min read
RBNZ chief: rates still supportive after hike cycle
RBNZ Governor Breman says rate path unchanged from May, and policy remains supportive despite recent hike.
02/09/2026 03:4113 min read
Dan Morehead: Treasury's Bond Buyback Bluff Triggered Bitcoin Rally
Pantera's Dan Morehead claims the Treasury's bond buyback bluff backfired, fueling Bitcoin's 26% August rally.
02/09/2026 03:289 min read
Asian equities drop as Iran tensions rattle oil and bond markets
Asian stocks fell sharply as US-Iran fighting lifted oil and bond yields to multi-year highs.
02/09/2026 03:0111 min read
New Zealand central bank delivers quarter-point rate rise
The RBNZ raised its cash rate by 25bp to 2.75%, as widely expected.
02/09/2026 02:112 min read
BOJ hawk Takata urges flexible rate moves as inflation risks mount
BOJ hawk Takata says rate hikes must be nimble, flagging risks from energy prices and overseas rates that could push Japan's terminal rate higher than markets…
02/09/2026 02:0317 min read
Three Factors Drive Wall Street and Bitcoin Volatility
Wall Street falls for third day as Iran strikes, Fed hawkishness, and political risk roil markets. Bitcoin briefly dips below $77,000.
02/09/2026 01:588 min read
Australia's economy expands 0.4% in Q2, topping forecasts
Australian GDP rose 0.4% in Q2, beating the 0.3% forecast; annual growth was 2.1%.
02/09/2026 01:413 min read
BOJ's Ueda hints at further rate hikes, warns of cumulative effects
BOJ's Ueda indicates further rate hikes while cautioning on cumulative impact; Finance Minister Katayama monitors JGB yields.
02/09/2026 00:3116 min read
Ueda stays silent on September rate hike expectations, leaves market pricing unchallenged
BOJ Governor Ueda did not push back on market expectations for a September rate hike, while Finance Minister Katayama highlighted G20 discussions on debt and…
02/09/2026 00:1114 min read