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Every headline volatility measure fell Friday except skew, which rose 5.08% to 154.49 as the S&P 500 gained 0.86% to 7,656.98. The 18 September expiry prices a 1.33% move, down from 141 points, though three central bank decisions fall inside that window. The…
Oil gained roughly 2–3% after a Saudi pipeline shutdown and postponed Middle East talks with Iran, pressuring stocks and bonds. Equities fell across major indexes, with Nasdaq down about 1.5%. US Treasury yields were little changed after Friday's CPI-driven…
BNP Paribas' 11 September 2026 markets snapshot shows Brent at $104.73, up 17.1% in a week and 72.1% year to date, alongside gold at $4363. Euro-area yields rose sharply, with Bund 10Y at 3.48% and OAT 10Y at 4.35%, while US Treasury 10Y was 4.97%. EUR/USD…
The ECB raised its main policy rate 25bp to 2.5% and revised up growth and inflation forecasts, with inflation seen peaking at 3.6% in Q4 2026; markets priced half a hike in October and more than three additional hikes by mid-2027, a hawkish read despite no…
This BNP Paribas Eco Week page for 14 September 2026 is a placeholder: the editorial article is marked "COMING SOON" and no content has been published. The only named contributor is Hélène Baudchon of Global Macro Research. No forecasts, targets, figures or…
MUFG keeps a constructive ringgit view despite higher oil prices and rising subsidy costs. Malaysia's electronics trade surplus offsets the larger oil import bill, inflation near 1.8% and anchored expectations let Bank Negara hold at 2.75%, and returning…
In the week to 8 September 2026, speculators aggressively bought JPY, flipping a sizeable short to a small net long of 10,800 contracts ahead of the BoJ meeting, while the aggregate dollar long fell 29% to USD 19.5bn, a 14-week low. Copper's net long hit a…
The US dollar has strengthened only modestly ahead of this week's FOMC meeting, with the dollar index up 0.3% and back above its 200-day moving average near 99.150. Markets now price 22bps of hikes, up from 15bps a week ago, after August core CPI rose 0.3%…
The dollar enters the week stronger, supported by a hot CPI print that has nearly sealed a 25bp Fed hike on Wednesday and by rising oil after Saudi Arabia shut the East-West pipeline following drone attacks from Iraq. ING favours moderate USD strength, sees…
Australian annual inflation eased from 3.8% in June to 3.5% in July 2026, but trimmed mean inflation held at 3.6%, above the RBA's 2-3% target. Three cash rate rises this year have taken the rate to 4.35%, with CommBank expecting one more 0.25pp increase in…
CommBank expects the Federal Reserve to raise rates 0.25pp this week to 3.75%–4.00%, the first increase since July 2023, after August core inflation rose 0.3% and markets priced about an 85% chance of a hike. The Bank of England is seen holding at 3.75%,…
Citi's September 2026 survey finds nearly 60% of organizations remain in AI exploration or pilot phases, with only 40% in production or scaling. North America leads, with 77% in production or scaling. Among scaling firms, 60% report transformational value…
Saudi Arabia's East-West pipeline closure after drone attacks halts a 5 mb/d export route, putting about 4% of global supply at risk and pushing Brent above $107. Equities fell as AI names unwound and the Fed is expected to hike 25bp on Wednesday. Gold eased…
US core CPI rose 0.3% MoM, lifting market-implied odds of a 25bp Fed hike above 85% to a 3.75-4% band. UMich 1-year inflation expectations jumped to 4.6%. The 10-year UST yield reached 4.96-4.97%, near a three-year high; the S&P 500 gained 0.9% Friday but…
Drone strikes on Saudi Arabia's Petroline pushed Brent about 3% higher to near USD108/bbl. The 7mmbl/d pipeline, which bypasses the Strait of Hormuz and feeds Yanbu port, is now the majority of Saudi crude exports. Equities fell modestly while US 10Y yields…
The 18th BRICS summit in New Delhi produced a unanimous declaration on September 12, 2026, but the significant development was a Modi-Xi bilateral meeting, the first Chinese visit to India since 2019, where both agreed differences should not become disputes.…
OCBC now expects a 25bp Fed hike at the September FOMC to a 3.75-4.00% target range, after US headline CPI held at 3.4% YoY with core easing to 2.4% and gasoline contributing 0.14pp. The ECB delivered its second 2026 hike, lifting the deposit rate to 2.50%.…
Westpac reports the DXY eased from 99.96 to 99.1 over the past month, with the yen cross the dominant driver, as USD/JPY broke through 155 and tested 154. The move is contingent on the Bank of Japan delivering hikes priced through mid-2027 and on authorities…
Core CPI rose 0.3% MoM in July, lifting market-implied odds of a 25bp Fed hike above 85%. Brent settled at $106.60, up 9.9% on the week, after the temporary closure of Saudi Arabia's East-West pipeline. One-year inflation expectations jumped to 4.6% from…
US August core CPI rose 0.3% m/m, exceeding consensus, driving Fed fund futures to price an 88% probability of a September hike and a 2027 terminal rate of 4.53%. MUFG's rates team calls for hikes in September and December 2026. Despite higher yields,…