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Societe Generale awarded at the GTR Leaders in Trade Awards 2026 Find out more: Financing Awards & Rankings Trade and Sustainable Commodities 08 Sep 2026 Supporting the expansion of a leading European container terminal Rotterdam World Gateway (RWG), one of…
China's exports grew 25.0% YoY in August 2026, up from 23.9% in July, driven by strong tech demand, while imports rose 28.2% YoY. The trade surplus reached $119.1bn, the fourth consecutive month above $100bn, and the year-to-date surplus is up 3.1% YoY.…
Westpac has revised its Australian cash rate outlook, making a November 2026 hike the base case, citing resilient households and a data centre boom. GDP growth forecasts are upgraded, but inflation and rate cuts are pushed later.
USD/JPY broke below 155, driven by a combination of US Treasury Secretary Bessent's comments urging Japan to shift from reflationary policies, growing BOJ rate hike expectations, revived speculation about GPIF asset allocation changes, and a softening of Fed…
OCBC's daily treasury outlook highlights key market movements and data releases. Geopolitical tensions between the US and Iran have driven Brent crude to a six-week high, while a potential Iran-Oman accord eased some concerns. The Japanese yen strengthened…
MUFG's Asia FX Talk highlights the yen's strengthening below 154 per dollar, its strongest since February, driven by positioning adjustments and BOJ tightening expectations. The report discusses Asian FX divergence, favoring KRW and TWD while cautioning on…
1 08 September 2026 Middle East Daily 08 September 2026 COMMODITIES / ENERGY Oil heads for strong weekly gain as US intensifies pressure on Iran. Brent held near USD 100/b, and WTI approaching USD 93/b, as traders weighed renewed US- Iran tensions…
UBS CIO revises its Fed forecast to two rate hikes in 2026 (September and December) following strong August payrolls and hawkish signals, while maintaining a constructive view on equities and adjusting bond and currency strategies.
The global economy remains resilient in the face of a succession of shocks. While the energy shock is back with a vengeance, its effects are more idiosyncratic now, and much more impactful for Europe than the US. Meanwhile, a capex troika centred…
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…
Despite robust economic growth, India's contribution to global GDP has increased to 8.2% by 2025, yet the emergence of a sizeable consumer middle class is hampered by structural labor market weaknesses. Most employment is informal and low-value-added, and key…
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…
Macro Rapid Response Macro Based on information available up to 07 September 2026 Please read carefully the important disclosures at the end of this publication. Eurozone GDP: an Ireland-induced revision In Q2, GDP growth in the euro area was revised up by…
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…
German industrial production fell sharply in July due to temporary factors, including automotive plant retooling and low Rhine water levels, with a possible further contraction in Q3 before a rebound. The AfD's strong performance in Saxony-Anhalt elections…
Saxo Bank's options brief for September 7, 2026, highlights a market regime characterized by low volatility and bullish sentiment, with the VIX at 14.53 and a contango term structure. Key developments include a strong payrolls report shifting Fed rate hike…
Wellington Management maintains a modest overweight stance on global equities and global duration, with a preference for emerging markets over the UK, neutral views on Europe ex-UK, US, Japan, and credit, and an underweight stance on Europe ex-UK government…
Article | 7 September 2026 1 THINK Economic and financial analysis Article | 7 September 2026 FX Latam FX Talking: Polls tighten in the Brazilian election The first round of the Brazilian presidential election takes place in early October. President Lula s…