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Saxo Bank reports that oil prices surged above USD 95 on heightened US-Iran tensions, which fanned inflation and rate-hike fears, leading to a global selloff in equities and bonds. The yen showed strength on hawkish BoJ rhetoric, and the NZ dollar fell after…
Equities are flat early amid rising Treasury yields and oil prices, with investors weighing strong earnings from Dell and Palo Alto Networks while monitoring geopolitical tensions. The 10-year yield's highest close since late 2023 and crude's jump near $90…
FX options markets signalled renewed dollar strength after Fed Chair Warsh's hawkish speech, raising the probability of a September rate hike. However, dollar gains may be temporary if the Fed holds rates, and yen could recover if the BoJ hikes.
MUFG notes the yen strengthened overnight as hawkish Bank of Japan comments, including from Governor Ueda, boosted expectations for a rate hike at the upcoming September meeting. However, the yen rally has been limited by surging energy prices due to…
Fixed Income Commentary September 2, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Overview of FY27 budget requests, implications for JGB issuance plan (original Japanese report issued on September 1, 2026) Key points ■ General account requests…
Saxo Bank reports renewed US-Iran hostilities lifting crude above $91, while global bond yields spike with the US 10-year topping 4.75% for the first time in 19 months. Equities decline amid inflation concerns, crypto equities rebound, and gold steadies after…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
MUFG's Asia FX commentary highlights mixed risk sentiment as markets digest Fed policy signals and Middle East tensions, with a notable view that Indian rates are likely to rise given robust GDP growth and other factors. The report also notes USD/JPY near…
Fixed Income Commentary September 1, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Quick comment: 10-year JGB yield hits 3% (original Japanese report issued on September 1, 2026) Key points ■ 10-year JGB yield touches key psychological threshold…
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…
BNP Paribas warns that central bank independence is facing its most severe stress test in a century, driven by high sovereign debt, supply-shock inflation, and political attacks. The erosion of credibility could unanchor inflation expectations, raise risk…
MUFG expects the 10-year JGB yield to remain below 3% in September 2026, with the BoJ likely raising rates to 1.25%. The yield is forecast to decline to 2.65% by end-FY27 and end-FY28.
Saxo Bank's Market Quick Take highlights a risk-off start to the week driven by a hawkish Fed Chair speech and renewed Middle East tensions. The USD strengthened, yields rose, and equities faced headwinds, while crude oil surged and gold fell. Digital asset…
OCBC Research's Weekly Research Views covers macro, geopolitical, and credit developments, highlighting a hawkish Fed, US-Iran conflict, and resilient Asia growth. Key forecasts include RBA hike, BNM hold, BoT normalization, BSP hikes, and Singapore/HK growth…
UBS CIO expects limited near-term oil market impact from the US-Venezuela deal despite its strategic significance, maintains Brent at USD 85/bbl for Dec 2026 with upside risks, favors broad commodities, keeps Neutral on US energy equities, sees Fed rate hike…
Saxo Bank's Market Quick Take highlights Jackson Hole and Fed Chair Warsh's speech as the key event, with markets positioning for a hawkish tone. Equities show a narrow tech-led rally in the US, while Europe falls on French political risk. Bitcoin holds near…
Markets are awaiting Fed Chair Warsh's speech at Jackson Hole, with uncertainty over whether he will provide near-term guidance or focus on broader themes. Canada's Q2 GDP is expected to show strong growth, potentially the fastest in the G7. Eurozone…
Intesa Sanpaolo expects the dollar to consolidate in the near term but sees a structurally weaker dollar over the medium term, with the yen having the best appreciation potential among major currencies if BoJ normalization continues and yield differentials…
ING maintains its call for no Fed hikes this year despite mixed US data and hawkish market pricing, viewing the September FOMC as a conundrum. The dollar may find support ahead of Warsh's speech, while CAD faces further downside and AUD's gains are likely…