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Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 FX FX Daily: 50/50 Fed call keeps risk assets in demand Some surprisingly dovish remarks from the Fed s Christopher Waller yesterday sent US yields and…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
SMBC expects the Fed to hike rates in September and December 2026, reversing all 2025 cuts by spring 2027, amid above-target PCE inflation and solid growth. They foresee a flatter yield curve due to a hawkish Fed and Treasury buybacks. AI capex is booming but…
Scotiabank Economics' September 3, 2026 Daily Points report highlights rising oil prices due to US-Iran conflict, expectations for US and Canadian jobs reports, a mild hawkish hold by Bank Negara Malaysia, and Swiss franc strength on better GDP and CPI data.…
Schroders' fixed income commentary for August 2026 highlights a fractured global rates cycle, with the RBA edging toward a hike despite slowing growth, the Fed's new Chair avoiding forward guidance, and the BOJ signaling tightening. The fund maintains a…
ING Research challenges market expectations of three Bank of England rate hikes, arguing that a weak UK jobs market and cooling core inflation will instead lead to at least one rate cut by September 2027, likely in April 2027. Despite solid H1 growth, ING…
ING expects the Federal Reserve to hike rates on 16 September, with the ECB also set to raise rates in September as an 'insurance' move; the Bank of England likely to hold with rate cuts in 2027, and the Bank of Japan to hike by 25bp to 1.25% in September…
Danske Bank's September 2026 Nordic Outlook highlights a resilient global economy despite higher energy prices from the Iran war, with AI-related investments providing a counterbalance. The euro area shows stronger-than-expected growth, prompting upward…
ING's September 2026 report highlights that despite a series of shocks, the global economy has remained resilient. Key adjustments include higher oil and gas forecasts, a 4.90% US 10-year yield forecast, expectations of a September Fed rate hike, a final…
The global economy has remained resilient despite numerous shocks this summer, but a new risk has emerged from the bond market sell-off. ING believes that while higher policy rates are cyclical, high government debt is structural. Key forecasts include…
MUFG Research notes the yen's strength as BoJ rate hike expectations build, particularly after Takata's speech hinting at larger hikes. MUFG doubts hikes larger than 25bps but sees 100bps over 12 months as plausible. The bank highlights USD/JPY downside risks…
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…
Scotiabank Economics reports that bonds and stocks are simultaneously cheapening due to renewed Iran hostilities and inflation concerns, while central banks like the Bank of Canada, RBNZ, and RBA are making key decisions amidst mixed economic data. The BoC is…
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…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
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…
Invesco's Global Head of Research, Benjamin Jones, analyzes the Federal Reserve's stance after Chair Kevin Warsh's Jackson Hole speech, expecting the Fed to remain on hold for the rest of the year. He anticipates reduced forward guidance to widen outcome…
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…