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Gold traders - and the algorithmic programmes that account for a significant share of day-to-day activity - are currently struggling to determine which of several competing themes will ultimately set the tone, overall keeping prices rangebound around USD…
• Australia’s economy is entering a cyclical slowdown, with growth expected to moderate through the rest of 2026 before gradually picking up in 2027. • Private demand is becoming a more important driver of growth, supported by business investment, including…
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…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 Europe’s super-savers: Myth, measurement or new reality? European households are known for their high savings ratios and prudent consumption habits. The gap with the…
• 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…
ECONOMIC AND MARKET COMMENTARY Welcome Back, Balanced Portfolio Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier. Lotfi Karoui, Michael Puempel 9/8/2026 | 11 min…
Housing Boom-Bust Revisited: Demand Shock Deepens Troy Ludtka Senior US Economist SMBC Nikko Securities (212)-224-5483 Troy.Ludtka@smbcnikko-si.com September 2026 1 House Views Home prices are likely to underperform the rate of inflation due to a dearth of…
Gold has come under renewed pressure over the past two weeks amid rising US Treasury yields, hawkish comments from Federal Reserve Chair Kevin Warsh, and stronger-than-expected US payroll data. Following a 15% gain in the first three weeks of August, gold…
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The world is struggling to make enough diesel fuel to meet demand, pushing U.S. diesel exports to a record high and driving up costs for businesses and consumers at home. The oil-supply shock created by the closure of the Strait of Hormuz…
Oil prices have remained below their April high, energy flows have recovered, and supply chains have adapted — suggesting energy concerns may be more manageable than headlines imply. A 10-year Treasury yield near 4.75% appeared less alarming alongside 6.6%…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 HUNGARY Why low Hungarian inflation is unlikely to lead to an immediate rate cut As expected, inflation has started to increase again in Hungary. While the…
Report | 8 September 2026 1 THINK Economic and financial analysis Report | 8 September 2026 CREDIT US Dollar Credit Supply: Strongest corporate supply seen in August August issuance reached a record US$116bn, surpassing the previous high set in 2020 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…