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Euro area headline HICP rose to 3.2% y/y in August, the highest since September 2023, driven by a 14% energy inflation surge, while core eased to 2.4% from 2.5% as services fell to 3.0%. MUFG sees no clear second-round effects, but upside risks from gas…
The BoJ hiked 25bp to 1.25% — its first non-negative policy rate — but the 7-2 vote and removal of the 'negative real rates' language fell short of market pricing of nearly 100bp of tightening over twelve months, triggering a yen sell-off. Ueda reiterated…
Rich Friedman, chairman of Goldman Sachs Asset Management, still sees ample private equity opportunities despite the industry's massive growth. He expects the payoff from artificial intelligence to arrive later than the market assumes. His 45-year discipline…
Goldman Sachs' Anshul Sehgal argues the Fed sees policy as still accommodative and is removing accommodation, implying rates stay higher for longer. The long bond has traded near 5%, a two-decade high, yet he expects long-end yields to fall only to about…
Standard Chartered argues finance is simultaneously more networked and more fragmented as new payment rails, tokenised deposits, digital identity frameworks and AI agents multiply. Digitisation has improved individual components, but coordination now…
The post-FOMC hawkish reaction faded as oil and Treasury yields retreated, lifting US, European and Asian equities. The BoJ hiked 25bp to 1.25% in a split 7-2 vote with less urgency than expected, sending USDJPY above 157.20. Brent extended losses below $104…
Saxo Bank shows how to judge whether options are expensive for a specific stock by comparing implied volatility with the stock's own history, using IV rank and IV percentile side by side in the SaxoTrader screener. Three 16 September 2026 examples diverge:…
Westpac shifted its call for the next RBA rate hike to September from November, citing recent hawkish communication including Governor Bullock flagging that upside inflation risks appear to be materialising. A split Monetary Policy Board vote is expected,…
The Bank of Papua New Guinea kept the Kina Facility Rate at 5.0% and the cash reserve requirement at 9.0% on 7 September 2026, maintaining its crawl-like exchange rate. Headline inflation accelerated to 5.3% y/y in Q2, prompting a 2026 forecast upgrade to…
RBC expects July retail sales near the -0.8% advance estimate, ending six consecutive gains, while July manufacturing and wholesale sales fell 0.6% and 1.4% ex-price. Unemployment held near 6.4% in Q3. The BoC is focused on energy-to-core inflation…
US equities rebounded, with major indices up 0.6% to 1.7%, as Brent settled ~1% lower at USD104.8/bbl. The BoE held its policy rate at 3.75% (6–3 vote), revising 4Q26 CPI to ~3.75% and warning inflation risks are tilted more to the upside than in July.…
ING expects Bank Indonesia to keep its benchmark rate at 5.75% on Wednesday after a dovish August pause, but still forecasts one final 25bp hike in Q4 as rupiah risks build from broad USD strength, weak external balances and falling FX reserves. China's loan…
The Bank of England kept Bank Rate at 3.75% with a 6-3 vote; three members preferred a 25bp hike to 4.00%. The MPC raised its near-term inflation outlook, expecting CPI around 3.75% in 4Q26 versus 3.2% in July, and slightly above 4% in early 2027, citing…
After a persistent US CPI reading, the FOMC raised the fed funds rate 25bp to a 3.875% midpoint. Updated forecasts imply one more hike by year-end, with 8 of 18 dot-plot contributors seeing a third hike in 2027; cuts are not expected until 2028. Westpac sees…
Westpac IQ argues that strong business investment, especially the data centre and renewables boom, has become an autonomous driver of Australian growth, filling the gap left by slowing public demand. Because such activity is largely insensitive to interest…
MUFG's Asia FX Talk argues the Bank of Japan meeting is the key event for USD/JPY, with front-end JPY rates already fully pricing a 25bp hike and slightly more than three hikes by June 2027. The firm therefore sees a high bar for a hawkish surprise, yet flags…
RBC expects headline durable goods orders to rise 0.2% m/m in August, with core orders up 0.7% on computer and electrical equipment tied to the AI buildout. Nonresidential investment, led by data center construction, has added nearly one percentage point to…
Brent fell for a third session toward USD 104/b and WTI near USD 101/b as Saudi Arabia restores its damaged East-West pipeline, targeting roughly half of capacity within days, while some tanker traffic continues through Hormuz. Gold held near USD 4,350/oz…
BoJ raised its policy rate to around 1.25% on a 7-2 vote, the fastest three-month cadence of its tightening cycle. MUFG judges the hike lacks hawkish impact: it merely confirms the July Outlook baseline rather than responding to new upside risks. Pressure…
Société Générale argues international payments are entering a new phase where banks and market infrastructures orchestrate complementary solutions blending speed, transparency, security and compliance, while retaining human expertise at the core. Related…