Wholesale inflation in Japan cools to 6.8%, keeping BOJ hike bets alive
Japan's September wholesale inflation slowed to 6.8% from 7.6%, but import costs surged 24.5%, keeping BOJ rate-hike expectations alive.
15 h ago13 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Georgieva warns AI is a gradual jobs tsunami as graduates feel the impact first
Georgieva warned AI is a slow-moving jobs tsunami. Graduates feel the first hit as the IMF expects 40% of global roles to be affected.
15 h ago17 min read
UK Sept retail sales beat forecasts, 17% fuel jump highlights squeeze
UK retail sales growth exceeded forecasts in September, but a 17% surge in fuel spending and high diesel prices indicate households are squeezed by rising…
16 h ago14 min read
Goldman points to oil, ECB, election as keys to French spread
Goldman Sachs says French bond spread is tied to oil, ECB inaction, and fiscal uncertainty, with only a few possible relief factors.
16 h ago16 min read
Hammack: More tightening required to curb demand, pace of hikes uncertain
Cleveland Fed President Beth Hammack said rates need to rise further to curb demand and inflation, and she will keep an open mind on the pace of additional…
17 h ago14 min read
RBA September minutes due Tuesday, jobs data to follow Thursday
RBA minutes from its September meeting are due Tuesday, with September labour force figures out Thursday. Economists expect unemployment to stay at 4.6%.
19 h ago10 min read
Strong Dollar Reaches 18-Month Peak, Pressuring Bitcoin and Stocks
The US dollar index hit a fresh 18-month high near 102.56, weighing on bitcoin and equities as traders anticipate another Fed rate hike.
20 h ago9 min read
Hammack: Treasury rates 'modest' by historic measures
Hammack said Treasury rates are 'modest' historically, sees inflation expectation risks, and favors gradual tightening while protecting jobs.
21 h ago6 min read
US Home Buyers Fade as Sellers Outnumber Them by Record 57.9%
Sellers outnumbered US home buyers by a record 57.9% in August as high mortgage rates and growing financial stress weighed on the market.
12/10/2026 12:4314 min read
Bitwise CIO Picks Bitcoin, Ethereum, Solana and Chainlink for Long-Term Growth
Bitwise CIO Matt Hougan says Bitcoin could reach hundreds of thousands of dollars and names Ethereum, Solana and Chainlink as long-term plays.
12/10/2026 11:1210 min read
Bitcoin's Next Direction Hinges on Bond Market and Inflation Data
Bitcoin fell below $82,000 as Treasury yields hit 24-year highs. The October 14 CPI report will be critical for its next move.
12/10/2026 10:4211 min read
Poll: Trump Sits at 34% Approval With Midterms Three Weeks Out
A Financial Times poll puts Donald Trump's approval at 34% three weeks before the midterms; prediction markets favor Democrats to win the House.
12/10/2026 06:439 min read
Market Strategy: When Hot Inflation Fails to Topple Stocks
Examines what a hot US CPI reading that fails to sink stocks might mean for traders, and how to interpret market resilience.
12/10/2026 06:429 min read
Bank earnings season may lay bare the toll from soaring Treasury yields
As banks report earnings this week, the question is how much damage rising Treasury yields are doing to lending, funding costs and credit quality.
12/10/2026 05:427 min read
Columbus Day keeps US bond market shut while stocks trade; thin liquidity in focus
US bond markets are shut Monday for Columbus Day while stocks stay open, and the absence of Treasury yields raises thin-liquidity worries.
12/10/2026 04:027 min read