Anthropic Models Three AI Economic Scenarios Through 2030 After Researcher's Exit Warning
Anthropic models three AI economic scenarios for 2030, with the fastest growth case cutting knowledge worker wages over 10%.
09/09/2026 23:268 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Treasury yields at highest since 2023 as oil tops $100, stocks slide, buyback fails
The 10-year Treasury yield climbed above 4.8%, stocks fell a third day, oil topped $100, and the $6B buyback failed to calm markets.
09/09/2026 22:3814 min read
Asia's Thursday economic calendar quiet; war developments, US inflation data in focus
Asia's economic calendar for September 10, 2026, shows no major data releases, with attention on war developments and upcoming US inflation reports.
09/09/2026 20:312 min read
Report: Iran Still Turning to Bitcoin to Bypass Sanctions and Stabilize Economy
Iran is using bitcoin to bypass sanctions, with its central bank tolerating the practice, a report says.
09/09/2026 18:288 min read
Treasury's $6B Buyback Fails to Impress Bond Market
The US Treasury's $6 billion bond buyback, triple its usual size, failed to lower yields as the market sold off. Critics called the plan a bluff.
09/09/2026 17:419 min read
US 10-year note auction yields 4.834%, below when-issued
The Treasury sold 10-year notes at 4.834%, a stop through of 1.5 bps, and saw a bid-to-cover of 2.71.
09/09/2026 17:122 min read
Treasury buyback comes in at up to $6 billion
Treasury confirmed a buyback of up to $6 billion, a figure that disappointed, while 30-year yields touched a session high of 5.29%.
09/09/2026 15:122 min read
ECB set to raise rates, all eyes on Lagarde's guidance
ECB is expected to deliver a 25 bps rate hike to 2.50%, with markets focusing on Lagarde's press conference for future policy clues.
09/09/2026 10:2115 min read
UN Report: Hormuz Risk Could Exclude 90% of Businesses from Trade
A UN report warns that disruptions in the Strait of Hormuz could force small firms out of global supply chains, hitting the 90% of businesses that are SMEs…
09/09/2026 05:419 min read
China August CPI, PPI beat forecasts, but cost-side rebound leaves demand story unchanged
China's August CPI and PPI beat forecasts, but the energy-driven rebound does not signal a turnaround in domestic demand.
09/09/2026 03:1216 min read
China's consumer inflation rises 0.8% year-on-year in August
China's August CPI rose 0.8% y/y, matching forecasts, while PPI climbed 3.8%, slightly above expectations.
09/09/2026 01:412 min read
Hauser flags 'three-headed monster' inflation risk as RBA weighs another hike this month
RBA Deputy Governor Andrew Hauser said the bank may raise rates again this month, citing three inflation risks; Sarah Hunter echoed the warning.
08/09/2026 23:3617 min read
Japanese factory confidence near five-year high on chip-driven Reuters Tankan rise
Factory confidence in Japan hit near five-year high in September Reuters Tankan, driven by chip demand; manufacturers index reached +21.
08/09/2026 23:2320 min read
China August CPI seen rebounding, trade surplus widens on weak imports
China's August CPI expected to rebound to 0.9% y/y on food prices, while PPI firms to 3.2%. Trade data shows exports beat but imports miss, surplus widens.
08/09/2026 21:0215 min read
China inflation data due on Wednesday
China is set to release inflation figures on Wednesday, following a busy day of China-related news on Tuesday.
08/09/2026 20:112 min read