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Natixis expects the Bank of England to keep Bank Rate unchanged at its 17 September 2026 meeting with a 6-to-3 voting split, as headline CPI rose to 2.9% on energy effects while core inflation held at 2.6% and private-sector regular pay growth cooled to 2.8%.…
Standard Chartered's Transaction Banking insight argues that the next phase of finance will be defined by orchestration rather than speed. As payments, trade, digital assets and agentic AI multiply into a network of networks, banks that act as…
ING expects the Bank of Japan to raise its policy rate by 25bp to 1.25% on Friday, with two more hikes to 1.75% by April 2027. Taiwan's CBC decision is a coin flip between a 12.5bp hike and a hold. China's August activity data should show industrial…
US producer inflation accelerated to 5.4% YoY in August and energy prices jumped, with Brent up over 6% near USD108 on Strait of Hormuz tensions. Markets price a roughly 70% probability of a 25bp Fed hike at the 15-16 September meeting. The ECB raised its…
Oil prices surged again, with ICE Brent settling more than 6% higher and nearing $110/bbl in early trading, as the market reprices the duration and severity of the Middle East conflict. Flows through the Strait of Hormuz remain well below pre-war levels, and…
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…
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…
Natixis reviews the ECB's September 10, 2026 decision to keep its three key policy rates unchanged at 2.50%, 2.65% and 2.90%, a move widely expected and likely unanimous. The accompanying staff projections revised headline inflation to 3.0% in 2026, 2.5% in…
Intesa Sanpaolo argues that the war in Iran has caused a smaller-than-expected global crude deficit because non-OPEC supply, demand destruction, and strategic reserve releases have offset lost Hormuz flows, while Europe's gas crisis deepens due to low…
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…
Article | 10 September 2026 1 THINK Economic and financial analysis Article | 10 September 2026 COMMODITIES DAILY The Commodities Feed: Brent breaks above $100/bbl amid US-Iran escalation Oil prices continued to climb, with Brent breaking above $100/bbl, as…
• The global economy has weathered the energy shock better than expected, with growth forecast. • The US economy remains resilient, supported by strong investment and AI-related spending, although higher energy prices are adding to inflation pressures. •…
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…
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…
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…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 Daily Credit Snapshot Market Commentary • On geopolitics, Iran's attacks on Saudi energy facilities and the subsequent destruction of five Iranian…
Snap | 9 September 2026 1 THINK Economic and financial analysis Snap | 9 September 2026 TAIWAN Taiwan’s trade surplus hits record high as tech boom continues August s trade surplus surged to US$22.3bn, a record high, as both export and import…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 Daily Treasury Outlook Highlights Global: On geopolitics, Iran's attacks on Saudi energy facilities and the subsequent destruction of five Iranian…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 ASEAN-5 & India Assessing the impact of El Niño • We see India, the Philippines, Thailand and Indonesia as the higher- exposure…