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Housing Boom-Bust Revisited: Demand Shock Deepens Troy Ludtka Senior US Economist SMBC Nikko Securities (212)-224-5483 Troy.Ludtka@smbcnikko-si.com September 2026 1 House Views Home prices are likely to underperform the rate of inflation due to a dearth of…
Gold has come under renewed pressure over the past two weeks amid rising US Treasury yields, hawkish comments from Federal Reserve Chair Kevin Warsh, and stronger-than-expected US payroll data. Following a 15% gain in the first three weeks of August, gold…
The world is struggling to make enough diesel fuel to meet demand, pushing U.S. diesel exports to a record high and driving up costs for businesses and consumers at home. The oil-supply shock created by the closure of the Strait of Hormuz…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com LATAM DAILY September 8, 2026 Contributors Juan Manuel Herrera, Director +52.55.2299.6675…
Oil prices have remained below their April high, energy flows have recovered, and supply chains have adapted — suggesting energy concerns may be more manageable than headlines imply. A 10-year Treasury yield near 4.75% appeared less alarming alongside 6.6%…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 HUNGARY Why low Hungarian inflation is unlikely to lead to an immediate rate cut As expected, inflation has started to increase again in Hungary. While the…
Article | 8 September 2026 1 THINK Economic and financial analysis Article | 8 September 2026 POLAND National Bank of Poland preview: No cuts, but no hikes either We expect the Polish central bank to keep policy rates unchanged in September as…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 TAIWAN Taiwan’s inflation miss adds uncertainty to our September rate hike call Taiwan s inflation came in below expectations in August, easing to 2.04% year-on-year and…
Food inflation remained contained in recent quarters, but leading indicators suggest upward pressures are building and we expect food inflation to start rising again towards the end of 2026 and into 2027. Heat and drought records were once again broken across…
Growth is likely to stay resilient despite the resurgent energy shock, but inflation has become a worry. The longer high energy prices persist, the bigger the risk of second round effects… and the bigger the risk the ECB might have to tighten…
• Sub-USD 100 Brent masks deeper energy stress, with diesel, jet fuel and European gas trading at substantial premiums. • Refining capacity is the critical weak link, as Gulf and Russian disruptions combine with restrained Chinese fuel exports. • Gas is…
Declining correlations, rising tracking error, and greater country-level dispersion suggest international markets are delivering increasingly distinct outcomes from US equities. While global equity markets still share a common equity beta, their return paths…
Bond markets are under pressure now, but as yields rise, opportunities for investors to benefit from higher income are opening. • Global bond yields have risen across all maturities, with longer-dated bonds reaching multi-year highs. • A mix of factors is…
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,…
Supply-demand imbalances worsen amidst weak growth momentum. Beijing still seems to be taking a cautious approach towards fresh stimulus. US-China tensions resurface in run-up to Trump-Xi summit; tougher EU stance on China. The prolongation of the energy…
In the first half of this year, the Dutch economy grew stronger than previously expected; growth will slow in the second half. We expect growth of 1.3% in 2026 and 1.1% in 2027. The minority government has reached an agreement, and will…
OCBC forecasts August headline CPI at 0.4% MoM and 3.4% YoY, with core CPI at 0.3% MoM and 2.5% YoY. Motor fuel is expected to rise about 2.9% MoM after falling 3.0% in July, adding roughly 0.12 ppt to headline, while shelter is forecast to rise 0.35% MoM and…
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…
European Macro │07 September 2026 FX Daily Snapshot ECB Preview: Moving to the next phase 07 September 2026 • The ECB is set to raise the deposit rate to 2.50% this week, taking policy to the upper end of its estimated neutral…