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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.…
Westpac brings forward its call for the next RBA cash rate hike to September from November, seeing scope for internal Monetary Policy Board members to muster a majority. It flags no change to the pencilled-in start of eventual cuts in August 2027, but says…
The Bank of England kept Bank Rate at 3.75% with a 6-3 vote; three members preferred a 25bp hike to 4.00%. The MPC raised its near-term inflation outlook, expecting CPI around 3.75% in 4Q26 versus 3.2% in July, and slightly above 4% in early 2027, citing…
The Bank of England kept Bank Rate at 3.75% by a 6-3 vote, but signaled a November hike is possible if energy prices stay high. ING's base case remains a hold if energy cools, with a cut possible in 2027. The Bank expects inflation to peak just above 4% early…
The Fed raised rates 25bp to 3.75%-4.00%, its first hike since 2023, and volatility split: MOVE fell 3.56% to 80.73 while VIX rose 2.97% to 17.71. The S&P 500 has used 103% of its priced weekly range to the downside with two sessions left. Saxo reads the move…
The Bank of England left Bank Rate at 3.75% in a 6-3 vote, with three members preferring a hike. The statement flagged upside inflation risks greater than in July while noting little evidence so far of material second-round effects; November pricing slipped…
Eurostat's final estimate puts euro area headline HICP at 3.25% yoy in August, up from 2.94% in July, with core easing to 2.40% from 2.48%. Energy jumped to 14.28% yoy, contributing 1.30 pp, mainly liquid fuels at 1.04 pp, while services slowed to 3.03% yoy…
ABN AMRO has downgraded its EUR/USD forecasts to 1.15 after the Fed hiked its policy rate by 25bp and signalled a more hawkish path than expected. The bank now sees the pair trading broadly sideways until Q2 2027, as higher-for-longer energy prices and…
The Fed hiked 25bp and the dot plot showed strong support for another hike this year, sending DXY up 0.6% to a two-month high and widening the two-year swap differential by 15bp. ING sees near-term USD upside, EUR/USD downside toward 1.132-1.135, BoE on hold…
The Fed raised rates 25bp to 3.75%-4.00%, its first hike since 2023, with a hawkish message; markets price at least three more hikes by mid-2027. The dollar rallied, front-end Treasury yields rose, Wall Street fell while Europe advanced. Brent dropped below…
The FOMC delivered a unanimous 25bp hike, lifting the federal funds rate to 3.75%-4.00%. Policymakers cited resilient household spending, business investment and job growth, revising the median dot to 4.1% for end-2026 and end-2027, with PCE at 3.7% and core…
State Street expects range-bound G10 FX into September, with the US dollar likely to retrace higher over one to two months despite ranking last in its model. Growth outside the US beat depressed expectations, but energy risks persist. The Japanese yen is…
The FOMC raised the fed funds rate 25bp in September to a 3.875% midpoint, matching expectations, and the updated dot plot points to at least one more hike by year-end. Revised projections show PCE inflation slowing from 3.7%yr in 2026 to 2.0%yr by 2029, with…
The FOMC unanimously raised the fed funds rate 25bp to a 3.875% midpoint, with guidance pointing to at least one more move by year-end and 8 of 18 forecasters flagging additional hike risk by end-2027. US 2-year yields rose 7bp and the 10-year topped 5%; the…
The FOMC unanimously raised the target range 25bps to 3.75%-4% and guided at least one more hike this year, with a large minority seeing a further 2027 move. Two-year yields rose 14bps in a bear flattener, the dollar firmed and the S&P 500 fell about 0.75%.…
The Fed delivered a widely anticipated 25bp hike, leaving the long end broadly steady near 4.95%. ING maintains a bearish stance on long bonds, expecting the UST 10yr yield to break back above 5% and target 5.25%, supported by sticky inflation, fiscal…
The FOMC raised the policy rate by 25bps to a 4.00% upper bound in a unanimous September decision, the first hike since 2023. Natixis views this as the path of least resistance that buys time to assess whether August's upside inflation surprise was temporary.…
Scotiabank expects the FOMC to hike 25bps on September 16, 2026, with 94 of 110 consensus forecasts agreeing, though the bank calls the case weak and expects dissenters. Markets are calm: bonds and stocks rally, oil is lower, the dollar little changed. The…
UK August CPI rose to 3.1%, 25bp above the BoE's July projection, driven by energy while core (2.6%) and services (3.4%) stayed stable. With Brent near $110 and gas at multi-year highs, MUFG expects a hawkish hold at the September BoE meeting and a signal…
Markets fully price a consensus 25bp Fed hike to 4.0%, with 52bp by year-end and 89bp by June. A surprise hold would hit the dollar hard via front-end repricing and a Treasury selloff, but the Fed is mindful of that risk, keeping a hold unlikely and arguing…