Weekly jobless claims hold steady near expectations
US weekly jobless claims came in at 206,000, near the 205,000 estimate, with continuing claims slightly below expectations.
10/09/2026 12:438 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
US producer prices rise 5.4% annually, slightly above forecasts
US August PPI came in at 5.4% annually, slightly above the 5.3% forecast, with dollar strengthening on the data.
10/09/2026 12:414 min read
Oil and yields climb as European stocks steady ahead of ECB
Oil and Treasury yields climbed, gold slipped and European equities edged higher as investors awaited the ECB decision and US CPI.
10/09/2026 12:126 min read
Oil above $100 lifts bond yields as inflation worries intensify
Rising oil prices above $100 push bond yields higher as inflation concerns persist, with central banks facing increasing pressure.
10/09/2026 12:017 min read
Three central banks may hike within eight days; ECB, BOJ and Fed in focus
Markets see high odds the ECB, Bank of Japan and Federal Reserve all raise rates this month, with the Fed's decision hinging on Friday's CPI report.
10/09/2026 11:4211 min read
Debasement trade benefits gold, not Bitcoin currently
Gold continues to be the main expression of the debasement trade, while Bitcoin lags due to its sensitivity to liquidity and risk appetites.
10/09/2026 08:5213 min read
ECB Set to Raise Rate to 2.50% With Focus on Lagarde's Guidance
ECB expected to hike 25bps to 2.50%, fully priced in. Focus on Lagarde's tone and updated projections amid energy shock.
10/09/2026 07:5625 min read
European shares rise modestly ahead of ECB rate decision
European stocks opened slightly higher on Thursday as markets await the ECB's expected 25 bps rate hike.
10/09/2026 07:515 min read
ECB rate hike likely, but analysts disagree on what comes next
The ECB is expected to raise rates by 25 bps to 2.50%, with analysts divided on whether this marks the peak or another hike in December.
10/09/2026 07:1114 min read
Germany August CPI confirms 2.9% as energy costs pressure inflation
Germany's final August CPI confirmed 2.9% y/y, as energy price inflation surged 10.5%.
10/09/2026 06:218 min read
US Treasury's $6B bond buyback fails to curb rising yields
The US Treasury tripled its bond buyback to $6 billion, but 10-year yields remain near 4.85% as expectations were for a larger intervention and inflation…
10/09/2026 05:328 min read
Trump Pledges $5,000 Dividend for US Adults Amid Poll Slump
Trump promised a $5,000 payout to every US adult if Republicans keep Congress, as a poll showed his approval at a record low 32%.
10/09/2026 04:119 min read
Gold holds near $4,400 as markets eye US inflation data
Gold held near $4,400 and oil traded flat. BOJ's Masu signaled further rate hikes, while Trump proposed $5,000 checks. Germany moved to end crypto tax…
10/09/2026 04:0110 min read
Trump offers $5,000 to every US adult if Republicans win both chambers
President Trump promised a $5,000 dividend to every adult US citizen if Republicans keep Congress after November, with no funding mechanism detailed.
10/09/2026 03:0413 min read
Euro braces for ECB tone as ING flags 25bp hike across all scenarios
ING expects a 25bp ECB hike across all scenarios, with the guidance tone set to move markets.
10/09/2026 00:2116 min read