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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…
Article | 7 September 2026 1 THINK Economic and financial analysis Article | 7 September 2026 FX EMEA FX Talking: High yield and CEE remain in demand A modest adjustment in US interest rates looks unlikely to unnerve the carry trade environment,…
The energy shock is back, but its impact more idiosyncratic than before. A lot of energy is getting through Hormuz ‘dark’, and this lowers the importance of a deal to re-open the Strait. Less important ≠ not important, and a deal would…
• Our weekly Commitment of Traders update tracks hedge fund positioning across forex and commodity futures during the week ending 1 September 2026. • Managed-money net longs across 25 major commodity futures reached a four-year high at 2.1 million contracts,…
• Macro: A strong jobs report and fresh Gulf hostilities pulled markets in opposite directions • Equities: US stocks fell on hawkish payrolls, Europe ended mixed after a weak week, while Asian semiconductors rallied sharply • Digital Assets: Bitcoin slipped…
ING THINK's FX Daily report for September 7, 2026, highlights the dollar's resilience amid geopolitical tensions and high energy prices, with expectations of a modest upward drift. It notes USD/JPY's consolidation around 155, EUR/USD trading in a tight range…
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…
1 Fixed Income Commentary - Japan Economic & Financial Weekly September 7, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly 】 Outlook for 10-year JGB yield’s test of 3% level (original Japanese report issued on…
1 07 September 2026 Middle East Daily 07 September 2026 COMMODITIES / ENERGY Oil rises as US-Iran tanker attacks renew Hormuz supply risks. Oil advanced as escalating US-Iran attacks on tankers and I ran’s threat to establish a new restricted maritime zone…
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…
In August 2026, global equities advanced, led by technology stocks amid strong earnings and AI investment, while bond markets faced rising yields and hawkish central bank signals. Commodities gained on agriculture and geopolitical concerns, with gold…
In August 2026, global equities rose, driven by strong tech earnings and AI investments, while bond yields increased on hawkish central bank signals. Commodities gained, led by agriculture, with gold supported by dollar weakness. The month ended with caution…
Intesa Sanpaolo's Forex Flash highlights a high-volatility FX environment driven by divergent central bank policies, with the Japanese yen outperforming as the BOJ is set to hike while the Fed may hold. The dollar is under short-term pressure, the euro is…
MUFG's Middle East Daily (Sep 4, 2026) reports Brent near $96/b and WTI near $92/b on renewed US-Iran hostilities and Hormuz disruption risks, with Brent up over 7% on the week and ~60% YTD. Gold steadied around $4,480/oz after rising 2% as Fed rate hike…
ING argues that Fed Chair Kevin Warsh's hawkish inflation narrative, based on the distribution of price increases, is misleading. The analysis highlights that the concerning chart is driven by goods prices, largely due to tariffs, which are now reversing. It…
For August 2026, OCBC Research observes that Asian and US high-yield (HY) credit outperformed investment-grade (IG), driven by resilient fundamentals, low defaults, and spread compression. Record US IG issuance and elevated volatility at the long end of the…
Natixis assesses Asian currencies using PPP and BEER models, finding JPY, KRW, IDR, INR undervalued and AUD overvalued. It highlights policy-driven misalignments and potential corrections.
MUFG notes that USD/JPY selling has accelerated amid shifting momentum, with expectations of faster BoJ hikes and potential GPIF allocation changes supporting a more sustained yen recovery. The bank recommends a new short EUR/JPY trade and has closed its long…