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Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
Commerzbank expects the ECB to raise its deposit rate by 25 basis points at the September 2026 meeting, bringing it to 2.50%, following clear signals from Governing Council members and full market pricing. The report likely discusses the extent of future rate…
TD Economics notes a complicated outlook for Canada and nervous bond markets in the US, with the BoC holding at 2.25% but signaling hawkish risks from oil, while the Fed faces a close call on September rates amid strong data and rising yields.
Danske Bank expects the ECB to raise rates by 25bp to 2.50% in September, with Lagarde avoiding forward guidance. The bank forecasts rates to stay at 2.50% through 2027, viewing market expectations of higher peaks as excessive. They anticipate mixed staff…
Intesa Sanpaolo forecasts Italy's 2026 gross government debt issuance at EUR 543bn and net issuance at EUR 98bn, with total redemptions of EUR 445bn. The front-loaded issuance pattern, particularly in BTPs, aims to refinance maturing debt while managing the…
The MUFG report highlights a widening growth divergence between Germany and France in the euro area, with Germany's economy showing resilience and upward revisions while France stagnates amid political uncertainty. The ECB is expected to hike rates by 25bp to…
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…
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
Danske Bank provides a dense calendar of key economic data releases for 7-11 September 2026, including forecasts for US CPI, PPI, ECB policy, and various regional indicators. The calendar highlights a likely ECB rate cut, stable US inflation prints, and…
Intesa Sanpaolo's calendar preview for the week of September 7-11, 2026, highlights key economic data releases and events, including a forecast for the ECB to raise its deposit rate by 25 basis points to 2.50%.
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 CZECH REPUBLIC HUNGARY CEE & CCA week ahead: Central bank decisions and inflation data in focus Poland and Turkey will announce monetary policy decisions next week,…
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.
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
Scotiabank Economics expects central banks in Chile and Peru to hold policy rates steady, with regional inflation prints and U.S. CPI in focus. Chile's inflation is seen reaccelerating but growth is weak, while Peru's inflation is above target but driven by…
MUFG's Asia FX Weekly report highlights key catalysts for Asian currencies, including China's mixed economic data, US CPI ahead of the FOMC, and expectations for gradual CNY appreciation. The report also covers various Asian currencies such as KRW, INR, VND,…
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…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
According to MUFG's Asia Macro Notebook for September 2026, August PMIs across Asia indicate a broadening growth momentum, driven by technology and AI-related demand, while China's recovery remains uneven with continued weakness in services, construction, and…
The article discusses how dovish comments from the Fed's Waller provided a temporary relief in rates markets, but a strong ISM services report reverted some of the decline. Markets remain data-sensitive, and the upcoming US payrolls and CPI will determine…
Natixis notes that Fed Governor Waller's September vote will depend on next week's CPI data, reducing hike odds to 52%; expects August jobs data to disappoint. Rates strategy is neutral directionally but more confident in 2s10s steepeners. In LatAm, Brazil's…