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Saxo Bank's options brief for September 7, 2026, highlights a market regime characterized by low volatility and bullish sentiment, with the VIX at 14.53 and a contango term structure. Key developments include a strong payrolls report shifting Fed rate hike…
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…
ING's September 2026 G10 FX outlook sees the dollar's downtrend delayed by an expected 25bp Fed hike on 16 September, prompting a cut in the year-end EUR/USD forecast. EUR/USD is expected to stay subdued until spring when US inflation approaches 2%. USD/JPY…
Article | 7 September 2026 1 THINK Economic and financial analysis Article | 7 September 2026 FX EMEA FX Talking: High yield and CEE remain in demand A modest adjustment in US interest rates looks unlikely to unnerve the carry trade environment,…
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…
BNP Paribas' weekly economic review highlights accelerating eurozone inflation leading to a likely ECB rate hike, robust US payrolls boosting Fed hike odds, hawkish BOJ signals firming the yen, and mixed global manufacturing with strong services in Europe.…
Snap | 7 September 2026 1 THINK Economic and financial analysis Snap | 7 September 2026 ROMANIA Why Romania is running as a one-engine economy Flat 2Q26 GDP confirms that investment is keeping the Romanian economy afloat, while the rest of the…
In the first half of this year, the Dutch economy grew stronger than previously expected; growth will slow in the second half. We expect growth of 1.3% in 2026 and 1.1% in 2027. The minority government has reached an agreement, and will…
The energy shock is back, but its impact more idiosyncratic than before. A lot of energy is getting through Hormuz ‘dark’, and this lowers the importance of a deal to re-open the Strait. Less important ≠ not important, and a deal would…
Daniela Corsini Research Department 7 September 2026 Precious metals, US policies and the Hormuz Strait Document based on information available on 02 09 2026. See the Appendix for analyst certification and important disclosures. GDP, annual growth Impacts…
Snap | 7 September 2026 1 THINK Economic and financial analysis Snap | 7 September 2026 TURKEY Turkey’s medium-term plan signals slower disinflation path in 2027 Turkey s Medium-Term Plan for 2027-2029, which projects above- consensus growth led mainly by…
• Macro: A strong jobs report and fresh Gulf hostilities pulled markets in opposite directions • Equities: US stocks fell on hawkish payrolls, Europe ended mixed after a weak week, while Asian semiconductors rallied sharply • Digital Assets: Bitcoin slipped…
Energy sovereignty under strain: from transition to strategic control Find out more: Energy & natural resources Mining Expert views Energy Plus Group Battery, Mining and Industries 07 Sep 2026 Unlocking the potential of sustainability-linked loans in agrifood…
ING THINK's FX Daily report for September 7, 2026, highlights the dollar's resilience amid geopolitical tensions and high energy prices, with expectations of a modest upward drift. It notes USD/JPY's consolidation around 155, EUR/USD trading in a tight range…
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OCBC's Daily Treasury Outlook for September 7, 2026, highlights a stronger-than-expected US jobs report that has elevated Fed rate hike expectations, with markets pricing around a 60% chance of a September hike. Treasury yields rose, and the S&P 500 fell…
Danske Bank has revised up its euro area growth forecasts for 2026 and 2027, citing stronger manufacturing, AI-related demand, and fiscal stimulus. Inflation remains energy-driven, and the ECB is expected to hike once more in September to a deposit rate of…
Société Générale highlights that despite an overall slowdown in sustainability-linked loan volumes, the agrifood sector remains an exception, with SLLs offering a relevant financing mechanism for transitioning operations, supply chains, and daily practices.…
OCBC's weekly macro views highlight escalating US-Iran tensions impacting oil markets, a strong US jobs report limiting USD downside, and several Asia-Pacific macro developments including Singapore's upward GDP revisions from the MAS SPF, resilient Australian…