BOJ's Ueda hints at further rate hikes, warns of cumulative effects
BOJ's Ueda indicates further rate hikes while cautioning on cumulative impact; Finance Minister Katayama monitors JGB yields.
02/09/2026 00:3116 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Ueda stays silent on September rate hike expectations, leaves market pricing unchallenged
BOJ Governor Ueda did not push back on market expectations for a September rate hike, while Finance Minister Katayama highlighted G20 discussions on debt and…
02/09/2026 00:1114 min read
Tuesday's yield surge tests UBS's rate-cut thesis
UBS's short-duration bond strategy is tested as yields surge on oil and geopolitical risks. The bank sticks to its stance despite market pricing rate hikes.
01/09/2026 22:1116 min read
Bitcoin Drops as Iran-US Conflict Intensifies
Bitcoin fell over 2% to $77,363 on Tuesday as US-Iran attacks pushed investors into risk-off mode.
01/09/2026 21:429 min read
Japan's Yield Surge Rattles Markets, Bitcoin Braces for Impact
Japanese bond yields hit multi-decade highs, pressuring yen carry trades and raising questions about Bitcoin's vulnerability to a stronger yen.
01/09/2026 21:4113 min read
Kiyosaki's $1.2 Billion Debt Tied to Real Estate, Not Bitcoin
Robert Kiyosaki's $1.2 billion debt is secured by apartment buildings, not his Bitcoin or gold. His personal share is far lower.
01/09/2026 21:4110 min read
USD Gains, Oil Surges Above $90 as US-Iran Conflict Reignites
The dollar rose across the board, Treasury yields increased, and stocks fell as renewed US-Iran fighting pushed crude above $90, adding to inflation concerns.
01/09/2026 21:2120 min read
RBNZ rate hike anticipated as Australian GDP data due
RBNZ rate hike widely expected; Australian Q2 GDP data due with focus on trade and inventories.
01/09/2026 20:318 min read
10-year yield climbs to 4.80% as bond bears gain control
The 10-year yield hit 4.80%, just shy of the Jan 2025 high, as the bond bears' breakout above 4.75% targets 5%.
01/09/2026 19:213 min read
Carney: Trade Talks Only When US Drops Memes
Canadian PM Carney demands US stop memes before trade talks resume. Retaliatory tariffs set for Sept 8.
01/09/2026 19:159 min read
Bessent stresses monetary policy communication after BOJ meeting
Bessent stressed monetary policy communication and backed Japan's yen steps. Also commented on Fed; crude oil rose on Iran attack.
01/09/2026 16:324 min read
Bessent: Japan's economic moves are appropriate
Bessent said Japan is taking right steps for its economy; G20 discussed growth and trade protection. Xi-Trump meeting set for Sept 2026.
01/09/2026 15:123 min read
Carney: Canada never believed trade deal existed with US
Carney said Canada never believed it had a trade deal with the US and criticized US officials' insults.
01/09/2026 14:536 min read
US construction spending fell 0.5% in July, missing expectations
US construction spending dropped 0.5% in July, worse than the expected flat reading. Residential construction led the decline.
01/09/2026 14:415 min read
US manufacturing growth slips in August as ISM PMI misses estimates
US manufacturing ISM PMI fell to 54.6 in August, missing the 55.2 estimate, with most components weakening.
01/09/2026 14:318 min read