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Snap | 9 September 2026 1 THINK Economic and financial analysis Snap | 9 September 2026 CHINA China’s inflation rebounds on higher tech and energy prices China inflation rebounded in August after last month s surprisingly low read, as higher tech and…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 COMMODITIES DAILY The Commodities Feed: Oil nears $100/bbl amid Persian Gulf escalation Oil prices continue to climb, with ICE Brent approaching $100/bbl as tensions…
1 Asia FX Talk │9 September 2026 Asia FX Talk A keen eye on Japanese Yen strength 9 September 2026 Market Highlights The focus in our part of the world is still on the ongoing strength in the Japanese Yen, while also…
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…
Gold has come under renewed pressure over the past two weeks amid rising US Treasury yields, hawkish comments from Federal Reserve Chair Kevin Warsh, and stronger-than-expected US payroll data. Following a 15% gain in the first three weeks of August, gold…
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…
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…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 TAIWAN Taiwan’s inflation miss adds uncertainty to our September rate hike call Taiwan s inflation came in below expectations in August, easing to 2.04% year-on-year and…
Investment Bank Impact Series 15 The global energy race Barclays Research believes markets may be underestimating the scale of the impact of the next energy demand cycle. 2 3 Foreword Welcome to the fifteenth edition of the Impact Series from Barclays…
• LME copper hits a record high as persistent supply tightness meets robust demand ahead of China’s peak season. • Mine supply is disappointing, with global output struggling to meet targets and major producers reporting declines. • Copper is piling up in…
Copper hit a record high on tight supply and US tariff expectations, while the yen strengthened sharply for a fifth day. Oil held near USD 98 as Hormuz tensions persisted, and gold stayed above USD 4,400. US markets were closed for Labor Day, and European…
China's exports grew 25.0% YoY in August 2026, up from 23.9% in July, driven by strong tech demand, while imports rose 28.2% YoY. The trade surplus reached $119.1bn, the fourth consecutive month above $100bn, and the year-to-date surplus is up 3.1% YoY.…
OCBC's daily treasury outlook highlights key market movements and data releases. Geopolitical tensions between the US and Iran have driven Brent crude to a six-week high, while a potential Iran-Oman accord eased some concerns. The Japanese yen strengthened…
The global economy remains resilient in the face of a succession of shocks. While the energy shock is back with a vengeance, its effects are more idiosyncratic now, and much more impactful for Europe than the US. Meanwhile, a capex troika centred…
Despite robust economic growth, India's contribution to global GDP has increased to 8.2% by 2025, yet the emergence of a sizeable consumer middle class is hampered by structural labor market weaknesses. Most employment is informal and low-value-added, and key…
Declining correlations, rising tracking error, and greater country-level dispersion suggest international markets are delivering increasingly distinct outcomes from US equities. While global equity markets still share a common equity beta, their return paths…
ING expects a single Fed rate hike in September 2026, delaying but not cancelling a cyclical dollar decline projected for spring 2027. EUR/USD is forecast to end 2026 around 1.16, with USD/JPY likely trading in a 155-160 range near term. High yielders and…
OCBC's daily credit snapshot highlights stronger-than-expected US payrolls raising Fed hike odds, with Treasury yields climbing. Credit spreads show mixed movements across IG and HY in the US and Asia. Corporate updates include Fosun's stake sale, Chinese…
The euro area Q2 GDP growth was revised up to 0.6% q/q, driven by volatile Irish data. Growth is expected to moderate to 0.2%-0.4% q/q in Q3 and Q4, with 2026 annual growth around 0.9%. Germany's growth forecast for 2026 was raised to 0.9% due to strong H1…
Supply-demand imbalances worsen amidst weak growth momentum. Beijing still seems to be taking a cautious approach towards fresh stimulus. US-China tensions resurface in run-up to Trump-Xi summit; tougher EU stance on China. The prolongation of the energy…