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BNP Paribas' markets snapshot for 18 September 2026 shows Brent at $103.95 (+6.8% w/w), gold at $4352 (-1.4%), and US 10Y yields at 5.00%. Bund 10Y yields 3.50%, Gilt 10Y 5.30%; EUR/USD 1.15, GBP/USD 1.34, USD/JPY 157.42. Equities were mixed with tech…
The Fed raised its funds target range 25bp to 3.75-4.00% unanimously under Chair Warsh, with 16 of 19 members seeing another hike by year-end; BNP expects at least two more, December base case. The BOJ lifted its rate to 1.25%, a 1995 high, but two dissents…
The Bank of Japan raised its policy rate by 25bp to 1.25% on 18 September, with two board members dissenting. Governor Ueda said the underlying CPI has moved closer to 2%, prompting a shortened three-month rate cycle. Natixis now expects 25bp hikes in…
Natixis sees Asian growth bifurcating: China softens and drags exposed sectors, while North Asia, India and parts of ASEAN accelerate. Exports are China's key engine on a competitive real exchange rate, but ageing cuts its growth to around 1% by 2050. Japan's…
Speculators slashed the gross dollar long by 70% to USD 5.9bn, a 15-month low, just before hawkish Fed and BoJ signals revived dollar buying. A record two-week 216k-contract yen buying spree lifted the net long to a 14-month high of 120k contracts, leaving it…
Natixis reviews the end of Germany's super-election year with results in Mecklenburg-Western Pomerania (MWP) and Berlin that delivered fresh defeats to the federal governing parties. Die Linke won Berlin with 25.7% while the AfD secured 38.2% in MWP, leaving…
ING now expects the ECB and Fed to hike in December and keeps its year-end EUR/USD target at 1.160. Oil is the key FX driver this week, with Trump meeting Gulf states and Xi. USD/JPY upside risks remain, with 160.0 plausible but intervention risk elevated.…
Brent fell a fourth straight session to below USD 102/b and WTI sat near USD 98/b as Hormuz crude and LNG flows reached a six-month high and President Trump raised the prospect of meeting Iran's president at the UN General Assembly. Gold slipped below USD…
Saxo's quick take notes Brent at USD 102, down 1.8% for a fourth session, as Strait of Hormuz shipments reached a six-month high and Saudi Arabia restored its East-West pipeline, though Houthi attacks on Saturday did not reverse the slide. US industrial…
OCBC argues China faces two structurally different external pressures ahead of the 24 September Trump-Xi meeting. The US track stays episodic and deal-driven, with a possible US$30bn reciprocal tariff cut and US LNG purchases under discussion before the 10…
The Fed raised its target range by 25bp to 3.75-4.00% with all 12 voters backing the move on elevated inflation, and the September dot plot lifted the 2026 median to 4.1% from 3.8%. The BOJ raised its policy target to 1.25% with seven in favour and two…
OCBC's daily outlook flags a hawkish Fed after a unanimous 25bp hike, with the 10-year UST near 5.00% and markets pricing two more hikes by year-end. Focus shifts to the 24 September Trump-Xi talks, where a framework to cut tariffs on about $30bn of goods and…
New Zealand's production-based GDP rose 0.2% in Q2 2026, beating the RBNZ's flat forecast and leaving the level about 0.5% above its estimate, though retail spending fell 0.9% in August and house prices declined 1.4% year-on-year. Westpac expects the recovery…
BOJ hiked rates 25bp to 1.25% on a 7-2 vote, but markets read the meeting as dovish: no faster hike signal, two PM-aligned dissenters favouring a hold, no 50bp hike from Takata or Tamura, and Governor Ueda seeing low probability of back-to-back hikes. USD/JPY…
The yen weakened sharply after the BoJ's September policy update, with USD/JPY hitting 158.05, before rebounding toward 157.00 after reports the BoJ conducted a rate check. MUFG reads this as a signal of limited tolerance for renewed yen weakness near 160.00.…
Fed hike pushes US 10-year Treasury yield to 5.0%, with markets pricing ~33bp more tightening by end-2026 and ~85bp by end-2027. Aussie OIS implies a 4.76% cash rate by year-end. BoJ hiked 25bp to 1.25%, yet the yen weakened on cautious Ueda guidance and two…
BNP Paribas market review (September 21, 2026) shows Brent at $104.73, up 17.1% weekly and 72.1% yearly. US 10-year Treasury yield at 4.97% while 2-year at 4.64% and 5-year at 4.79%. USD/JPY at 153.47, down 3.9% weekly. Gold at $4,363, down 1.7% weekly.…
Both the Fed (25bp to 3.75%-4.00%) and the BoJ (25bp, 7-2 vote) hiked in September 2026. The Fed's unanimous move versus the BoJ's split vote may lead markets to test the BoJ's commitment, weakening the yen and steepening the JGB curve. The report sees this…
Brent fell for a third session toward USD 104/b and WTI near USD 101/b as Saudi Arabia restores its damaged East-West pipeline, targeting roughly half of capacity within days, while some tanker traffic continues through Hormuz. Gold held near USD 4,350/oz…
BoJ raised its policy rate to around 1.25% on a 7-2 vote, the fastest three-month cadence of its tightening cycle. MUFG judges the hike lacks hawkish impact: it merely confirms the July Outlook baseline rather than responding to new upside risks. Pressure…