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This BNP Paribas Eco Week page for 14 September 2026 is a placeholder: the editorial article is marked "COMING SOON" and no content has been published. The only named contributor is Hélène Baudchon of Global Macro Research. No forecasts, targets, figures or…
MUFG keeps a constructive ringgit view despite higher oil prices and rising subsidy costs. Malaysia's electronics trade surplus offsets the larger oil import bill, inflation near 1.8% and anchored expectations let Bank Negara hold at 2.75%, and returning…
In the week to 8 September 2026, speculators aggressively bought JPY, flipping a sizeable short to a small net long of 10,800 contracts ahead of the BoJ meeting, while the aggregate dollar long fell 29% to USD 19.5bn, a 14-week low. Copper's net long hit a…
The US dollar has strengthened only modestly ahead of this week's FOMC meeting, with the dollar index up 0.3% and back above its 200-day moving average near 99.150. Markets now price 22bps of hikes, up from 15bps a week ago, after August core CPI rose 0.3%…
The dollar enters the week stronger, supported by a hot CPI print that has nearly sealed a 25bp Fed hike on Wednesday and by rising oil after Saudi Arabia shut the East-West pipeline following drone attacks from Iraq. ING favours moderate USD strength, sees…
Saudi Arabia's East-West pipeline closure after drone attacks halts a 5 mb/d export route, putting about 4% of global supply at risk and pushing Brent above $107. Equities fell as AI names unwound and the Fed is expected to hike 25bp on Wednesday. Gold eased…
US core CPI rose 0.3% MoM, lifting market-implied odds of a 25bp Fed hike above 85% to a 3.75-4% band. UMich 1-year inflation expectations jumped to 4.6%. The 10-year UST yield reached 4.96-4.97%, near a three-year high; the S&P 500 gained 0.9% Friday but…
Drone strikes on Saudi Arabia's Petroline pushed Brent about 3% higher to near USD108/bbl. The 7mmbl/d pipeline, which bypasses the Strait of Hormuz and feeds Yanbu port, is now the majority of Saudi crude exports. Equities fell modestly while US 10Y yields…
Bank Julius Bär Germany AG marks 20 years in 2026, serving wealthy clients, entrepreneurs and families through ten German locations, backed by the Julius Baer Group's roughly 60 locations in 25 markets. The franchise ties local expertise to cross-border…
OCBC now expects a 25bp Fed hike at the September FOMC to a 3.75-4.00% target range, after US headline CPI held at 3.4% YoY with core easing to 2.4% and gasoline contributing 0.14pp. The ECB delivered its second 2026 hike, lifting the deposit rate to 2.50%.…
Westpac reports the DXY eased from 99.96 to 99.1 over the past month, with the yen cross the dominant driver, as USD/JPY broke through 155 and tested 154. The move is contingent on the Bank of Japan delivering hikes priced through mid-2027 and on authorities…
Core CPI rose 0.3% MoM in July, lifting market-implied odds of a 25bp Fed hike above 85%. Brent settled at $106.60, up 9.9% on the week, after the temporary closure of Saudi Arabia's East-West pipeline. One-year inflation expectations jumped to 4.6% from…
US August core CPI rose 0.3% m/m, exceeding consensus, driving Fed fund futures to price an 88% probability of a September hike and a 2027 terminal rate of 4.53%. MUFG's rates team calls for hikes in September and December 2026. Despite higher yields,…
Westpac upgraded its June quarter New Zealand GDP forecast to +0.2% from a previous -0.1%, lifting annual growth to 2.4% as a weak year-earlier quarter drops out. Seasonal distortions may subtract around 0.3ppts, implying a healthier 0.5% underlying pace. The…
Oil pulled back Friday on reports of planned but postponed Iran-Gulf talks, though Brent still rose 8.7% on the week and WTI settled at $100/bbl. US August CPI accelerated to 0.4% m/m with the annual rate at 3.4%; core was 0.3% m/m, 2.4% y/y. Futures now…
Global bond yields rose unusually across developed markets. The ECB raised its policy rate 25bp to 2.5%, revised up growth and inflation, with inflation peaking at 3.6% in Q4 2026 before returning to around 2%; markets priced 50% odds of an October hike and…
BNP Paribas expects the FOMC on September 15-16 to deliver the first Fed rate hike since May 2023, joining the ECB and BoJ in tightening. US growth runs near 2.2% y/y, unemployment is falling, core CPI at 0.29% m/m exceeds the bank's 0.2% trigger, and energy…
Westpac reinstates a November RBA rate hike to 4.6% as the base case, citing firmer growth and persistent inflation. GDP trough upgraded to 1.5%yr in 2026. Three 25bp cuts from August 2027 still expected, leaving the whole cash rate path 25bps higher. NZ Q2…
GLOBAL ECONOMICS Contributors Juan Manuel Herrera, Director +52.55.2299.6675 (Mexico) juanmanuel.herrera@scotiabank.com THIS WEEK ’S CONTRIBUTORS: Rodolfo Mitchell, Director of Economic and Sectoral Analysis +52.55.3977.4556 (Mexico)…
GLOBAL ECONOMICS 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…