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MUFG expects the September FOMC and BOJ meetings to reinforce a more differentiated Asia FX environment amid Brent above $100/bbl. With the Fed on hold and elevated US yields, a 25bps BOJ hike would tighten global liquidity and risk unwinding yen-funded carry…
Iranian officials warned they are prepared to escalate the conflict if US attacks continue, driving oil prices sharply higher and global bond yields up on inflation concerns. Brent rose 7.7% to US$109/bbl and WTI gained 8.1% to US$104/bbl, while the S&P 500…
Westpac's NZ Weekly Economic Insight argues that June quarter GDP, due next week, likely expanded close to trend, even though the quarter coincided with peak geopolitical uncertainty from the Iran war. The note gives no headline growth figure and includes no…
Scotiabank's September 2026 FX Outlook adopts a broadly bearish USD stance, arguing the DXY is in the early stages of a bearish reversal as rate differentials erode and G10 central banks turn hawkish. The Fed is forecast to hold at 3.75% through 2027, while…
Scotiabank's daily note flags a fully priced 25bp ECB deposit rate hike to 2.40%, with the key question being guidance after an October skip and a possible December move. Brent hovers near US$102/bbl and WTI around US$97, pushing US diesel to its highest…
Read full report 'Westpac Card Tracker, 10 September 2026' (PDF 572KB) The Westpac–DataX Card Tracker Index* has softened a touch since early August, dipping 1.1pts to 158.1 but coming off what was a new historical high. Despite this, quarterly growth…
MUFG reports FX majors stable, with USD/JPY just above 153.00, as markets await the ECB meeting and US CPI. The US Treasury tripled its first larger long-term bond buyback to USD6bn, keeping the dollar about 1% weaker since the 19 August announcement. Brent…
The ECB raised the deposit rate 25bp to 2.50%, the upper end of its neutral estimate, with hawkish projection revisions and forcefuller warnings that Middle East conflict energy inflation is intensifying, making the adverse scenario (oil ~USD 100/bbl, gas…
1 FX Focus │9th September 2026 FX Focus Navigating the fallout for the FX market from bond market sell-off 9 th September 2026 • Global bond yields have risen to fresh highs over the summer, driven mainly by higher energy prices &…
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…
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…
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…
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 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…
Westpac has revised its Australian cash rate outlook, making a November 2026 hike the base case, citing resilient households and a data centre boom. GDP growth forecasts are upgraded, but inflation and rate cuts are pushed later.
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…
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…
MUFG's JPY Weekly analyzes the sharp yen appreciation against the dollar, driven by expectations of BOJ rate hikes and dovish Fed commentary. The report presents a forecast range of 153.00–158.00 for USD/JPY, highlighting the potential for further downside if…
MUFG's FX Daily Snapshot for September 7, 2026, analyzes the US dollar's strength following a stronger-than-expected August nonfarm payrolls report, which has lifted the dollar index to near its 200-day moving average. The report highlights that the upcoming…