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MUFG's FX Daily Snapshot argues the September 11 US CPI report is pivotal for Fed hike expectations and the dollar. Stronger PPI has lifted implied hikes to 18bp ahead of the FOMC, up from 13bp. An in-line or stronger 0.2% m/m CPI reading would sustain hike…
MUFG expects the September FOMC and BOJ meetings to reinforce a more differentiated Asia FX environment amid Brent above $100/bbl. With the Fed on hold and elevated US yields, a 25bps BOJ hike would tighten global liquidity and risk unwinding yen-funded carry…
The JPY has been the best-performing G10 currency over the past week, extending its rebound after USD/JPY failed to break back above 160.00 at the start of September and broke below support at 155.00. A 25bps BOJ hike is almost fully priced for the upcoming…
Scotiabank's September 2026 FX Outlook adopts a broadly bearish USD stance, arguing the DXY is in the early stages of a bearish reversal as rate differentials erode and G10 central banks turn hawkish. The Fed is forecast to hold at 3.75% through 2027, while…
Natixis analyzes Mexico's proposed 2027 budget, which reduces the public sector financing requirement to 3.9% of GDP from 4.1% in 2026, with gross debt rising modestly to 55% of GDP. Revenues are set to increase to 23.0% of GDP on stricter tax deduction…
Scotiabank's daily note flags a fully priced 25bp ECB deposit rate hike to 2.40%, with the key question being guidance after an October skip and a possible December move. Brent hovers near US$102/bbl and WTI around US$97, pushing US diesel to its highest…
MUFG reports FX majors stable, with USD/JPY just above 153.00, as markets await the ECB meeting and US CPI. The US Treasury tripled its first larger long-term bond buyback to USD6bn, keeping the dollar about 1% weaker since the 19 August announcement. Brent…
The ECB raised the deposit rate 25bp to 2.50%, the upper end of its neutral estimate, with hawkish projection revisions and forcefuller warnings that Middle East conflict energy inflation is intensifying, making the adverse scenario (oil ~USD 100/bbl, gas…
J.P. Morgan Global Research brings you the latest updates and analysis of President Trump’s tariff proposals and their economic impact. Since taking office, President Trump has enacted a growing list of tariffs on specific countries and commodities — a move…
The U.S. administration’s latest response to Canada’s retaliatory tariffs following the breakdown of bilateral trade negotiations may sound alarming, but they represent a relatively minor escalation in the trade war. Changes to the list of Canadian products…
US Rates Strategy Daily September 9, 2026 Troy Ludtka, US Economics troy.ludtka@smbcnikko-si.com 1 212-224-5483 Early Signs of Q3 Inventory Restocking Firms have been reticent to import goods ever since the Liberation Day tariffs were unveiled in April 2025.…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
1 FX Focus │9th September 2026 FX Focus Navigating the fallout for the FX market from bond market sell-off 9 th September 2026 • Global bond yields have risen to fresh highs over the summer, driven mainly by higher energy prices &…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
• Global economy forecast to grow 2.5% in 2026 despite the energy price shock • US gross domestic product growth forecast at 2.8% in 2026, with three 25 basis point Federal Reserve rate hikes expected • China growth forecast at 4.5% in…
1 9th September 2026 JPY strengthens in anticipation of policy changes in Japan 9 th September 2026 USD/JPY: Scott Bessent fuels speculation over policy shift to support JPY The yen has continued to strengthen overnight resulting in USD/JPY falling back…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
Focus on Canadian housing Canada’s housing markets show persistent regional splits September 8, 2026 RBC Economics Rachel Battaglia | Economist | rachel.battaglia@rbc.com | 437-440-8377 | rbc.com/en/economics Diverging regional trends continued for Canada’s…
2 Minutes on the Markets | Schwab Market Insights This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities and…