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1 9th September 2026 JPY strengthens in anticipation of policy changes in Japan 9 th September 2026 USD/JPY: Scott Bessent fuels speculation over policy shift to support JPY The yen has continued to strengthen overnight resulting in USD/JPY falling back…
• Macro: Strikes on Iranian tankers pushed energy costs higher and hardened expectations of another rate rise • Equities: US stocks fell as oil and rate fears rose, Europe was flat, Asian chips outperformed despite stronger oil • Volatility: Equity fear…
• USD strength has been delayed by softer US data and intervention to support the yen. • CommBank expects the Federal Reserve to raise rates more than markets have priced. • AUD is still expected to weaken as US rates rise and…
Wellington Management argues that three common either/or investment debates — active vs. passive, US vs. non-US, and public vs. private — are false dichotomies. As US equities approach roughly 65% of global market capitalization and market concentration…
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…
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…
1 09 September 2026 Middle East Daily 09 September 2026 COMMODITIES / ENERGY Oil nears USD 100/b as US-Iran escalation deepens Hormuz risks. Oil extended gains, with Brent approaching USD 100/b and WTI trading near USD9 4/b, after US strikes destroyed five…
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…
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 | 8 September 2026 Daily Credit Snapshot Market Commentary • The US market was closed on Monday for the Labor Day holiday. Market moves were exacerbated…
Summary: The JPY rally enters its fifth day in the most persistent broad strengthening move in at least a year. There may be more strength to come for the yen before more significant two-way price action develops. Elsewhere, the broader USD status…
The yen's sharp rally against the dollar is driven by hawkish BoJ expectations and potential GPIF changes, exacerbated by thin US holiday liquidity. While the move appears overdone, near-term risks of further carry trade unwinding make it dangerous to fade.…
The Japanese yen extended its rebound, pushing USD/JPY below 153.00 for the first time since February, driven by technical breaks, hawkish BoJ repricing, and supportive domestic data. The MoF confirmed record intervention, and the US appears to have pressured…
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…
USD/JPY broke below 155, driven by a combination of US Treasury Secretary Bessent's comments urging Japan to shift from reflationary policies, growing BOJ rate hike expectations, revived speculation about GPIF asset allocation changes, and a softening of Fed…
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…
MUFG's Asia FX Talk highlights the yen's strengthening below 154 per dollar, its strongest since February, driven by positioning adjustments and BOJ tightening expectations. The report discusses Asian FX divergence, favoring KRW and TWD while cautioning on…
1 08 September 2026 Middle East Daily 08 September 2026 COMMODITIES / ENERGY Oil heads for strong weekly gain as US intensifies pressure on Iran. Brent held near USD 100/b, and WTI approaching USD 93/b, as traders weighed renewed US- Iran tensions…