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Video: Why yields are rising and what it means for the dollar (4 mins)Video: Four reasons to take a closer look at Taiwanese equities (5 mins) Rhetoric from Federal Reserve officials has become increasingly hawkish in recent weeks. Fed Chair Kevin Warsh's…
Canada’s economic calendar will be quiet next week after a recent run of data pointed to a gradually improving domestic backdrop. Economic activity rebounded through the second quarter, supported by stronger household spending and business investment, while…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 CZECH REPUBLIC Punchier inflation outlook opens door for Czech tightening Czech inflation matched market expectations of 1.9% in August. However, we continue to see…
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.…
Snap | 4 September 2026 1 THINK Economic and financial analysis Snap | 4 September 2026 KAZAKHSTAN Kazakhstan makes a front-loaded cut to 16.25%, as window for further easing narrows The National Bank of Kazakhstan cut rates today, but made it clear…
Snap | 4 September 2026 1 THINK Economic and financial analysis Snap | 4 September 2026 HUNGARY Hungarian retail sales surge as low inflation and strong wages fuel consumption For the first time in six months, retail sales saw significant growth. With…
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,…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 ASIA WEEK AHEAD CHINA INDIA Asia week ahead: Key data on China, Taiwan, India, Japan, Korea Markets will focus on trade and inflation data from China…
Snap | 4 September 2026 1 THINK Economic and financial analysis Snap | 4 September 2026 RATES PHILIPPINES Philippine inflation pressures persist despite softer CPI While Philippine headline CPI eased marginally, persistent core inflation and rising food-price…
Fixed Income Commentary September 3, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Differences of opinion among central bank policymakers and implications for term premia (original Japanese report issued on September 3, 2026) Key points ■ Recent…
Important disclosures and certifications are contained from page 2 of this report. https://research.danskebank.com M ACRO • We expect core inflation to rise to3.1 % in August , driven mainly by base effects from kindergarten prices .If we are correct, core…
Important disclosures and certifications are contained from page 9 of this report. https://research.danskebank.com Macro Research • Economic activity has proved more resilient than expected over the summer despite negative supply shocks from higher energy…
It makes sense to ask whether stocks can add to the double-digit gains they have delivered so far this year in the face of a steady increase in government bond yields. Rising yields lead to higher commercial borrowing costs and also reduce…
Natixis expects the August US Employment Situation Report to show nonfarm payroll gains of only 25k, below the consensus of 55k, with the unemployment rate rising slightly to 4.2% due to higher prime-age labor force participation. The report indicates…
Important disclosures and certifications are contained from page 8 of this report. https://research.danskebank.com Macro Research August inflation is expected to show core inflation at 0.74% year -on -year, CPIF at 1 .00 % and CPI at 0.59%. All tax cuts and…
In August 2026, Euro area headline inflation rose to 3.26% y/y, above Natixis's estimate of 3.20%, while core inflation fell to 2.41% y/y, below the forecast of 2.50%. Energy price growth accelerated significantly, offsetting easing services inflation.…
ING Think reports that Dutch headline inflation fell to 2.8% y/y in August, driven by easing services and food inflation, but energy inflation accelerated to double digits. The report cautions that this decline is temporary, with upside risks from energy…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…
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…
“Here is a quick overview of what I'll cover in my remarks this morning. You can call it an outline…you can call it a trail map…just don't call it forward guidance.” – Warsh at 2026 Jackson Hole Symposium Warsh’s Jackson Hole speech…