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• LME copper hits a record high as persistent supply tightness meets robust demand ahead of China’s peak season. • Mine supply is disappointing, with global output struggling to meet targets and major producers reporting declines. • Copper is piling up in…
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.…
ING Think reports that rising oil prices are pushing euro rates higher, but any growth disappointments could quickly trigger a bullish move in rates. The 2-year Bund yield is back to 3%, and the curve shows that only 30bp of the rise is due to inflation…
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.
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…
The global economy remains resilient in the face of a succession of shocks. While the energy shock is back with a vengeance, its effects are more idiosyncratic now, and much more impactful for Europe than the US. Meanwhile, a capex troika centred…
Despite robust economic growth, India's contribution to global GDP has increased to 8.2% by 2025, yet the emergence of a sizeable consumer middle class is hampered by structural labor market weaknesses. Most employment is informal and low-value-added, and key…
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…
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.…
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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…
BNP Paribas' EcoWeek report provides a market overview as of September 7, 2026, highlighting divergent trends across asset classes. Equities show resilience with the S&P 500 up 12.8% YTD, while European indices lag. Oil has surged 58.3% YTD, contrasting with…
UBS CIO expects 30-year US Treasury yields to stabilize around current levels after reaching multi-decade highs, driven by Fed uncertainty, AI-related debt issuance, fiscal pressures, and price-sensitive buyers. They maintain a preference for…
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…
Westpac expects the RBNZ to keep the OCR unchanged in October before hiking by 25bp in December, with the OCR peaking at 3.28% by end-2029 and reaching 4% by September 2027. Inflation remains elevated, and the NZD is seen consolidating with a year-end target…
TD Economics' September 11, 2026 weekly review describes a market backdrop dominated by a deepening global bond selloff and a renewed energy shock. WTI crude briefly breached $100/bbl for the first time in four months amid periodic U.S.-Iran tensions over the…
Scotiabank Economics maintains its June forecast with Canada's growth expected at 0.9% in 2026 and 2.2% in 2027, while the Bank of Canada is likely to raise rates twice late this year. The US GDP growth forecast is 2.0% for 2026 and 1.9% for 2027, with the…