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• Global economy forecast to grow 2.5% in 2026 despite the energy price shock • US gross domestic product growth forecast at 2.8% in 2026, with three 25 basis point Federal Reserve rate hikes expected • China growth forecast at 4.5% in…
• Sovereign 30-year yields have reached their highest levels since the Global Financial Crisis in many countries • Markets expect the Federal Funds rate to rise to around 4.25% over the next year • Global spending on artificial intelligence, net zero, defence…
Brent crude has climbed back above USD 100 a barrel, its highest level since late July, as US-Iran military exchanges continue to threaten energy supplies. US forces said they destroyed five Iranian oil tankers following attempted attacks on a US Navy ship,…
Summary: The market took almost all the premium out of Wednesday and stacked it onto Friday’s inflation print. Underneath a quiet index, single names moved double digits in both directions. MARKET REGIME: LOW VOL BULL | VIX 15.72 | TERM STRUCTURE: CONTANGO…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 Daily Credit Snapshot Market Commentary • On geopolitics, Iran's attacks on Saudi energy facilities and the subsequent destruction of five Iranian…
September midterm-year seasonality has lifted volatility, with mixed sentiment and Hindenburg Omen chatter, while sovereign bond routs add unease. Central banks are the key compass: the ECB delivers a 25bp hike, and strong August US jobs fuel expectations of…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 FX FX Daily: Dollar price action quite poor Despite higher energy prices and firm short-dated US interest rates, the dollar remains soft. Wild swings in USD/JPY…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 How Europe can turn its investment gap into an opportunity European households are saving more than they did before the pandemic, but how they save matters.…
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…