UK house prices inch higher in August, activity stays subdued
UK house prices rose 0.2% in August, but annual growth slowed to 1.6%. The market remains tepid amid economic uncertainty.
01/09/2026 06:215 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Markets Await Eurozone August Inflation Data Later Today
Eurozone August headline inflation expected to rise to 3.3%, core steady at 2.5%. ECB seen hiking rates.
01/09/2026 05:126 min read
Westpac forecasts RBNZ to lift OCR to 2.75% with data-dependent stance
Westpac expects a consensus 25bp RBNZ hike to 2.75% on 2 September, with a data-dependent stance on further moves.
01/09/2026 03:4322 min read
Chinese private manufacturing PMI beats estimates, extends expansion to nine months
China's private manufacturing PMI rose to 51.5 in August, beating expectations and marking the ninth consecutive month of expansion, the longest in five…
01/09/2026 02:0222 min read
RatingDog Manufacturing PMI August 2026 beats expectations at 51.5
RatingDog Manufacturing PMI for August 2026 came in at 51.5, above the expected 50.9 and prior 50.9.
01/09/2026 01:512 min read
Japan August factory PMI rises to 54.9; new orders see sharpest growth in over 8 years
Japan's manufacturing PMI rose to 54.9 in August; new orders saw sharpest growth in over 8 years, driven by AI and semiconductor demand.
01/09/2026 00:5218 min read
Higher Oil Lifts Bond Yields; Bitcoin Shows Relative Strength, Gold Slides
Brent crude settled above $90 and the 10-year yield hit 4.768%, pressuring growth stocks and gold while bitcoin held above $78,340.
01/09/2026 00:3526 min read
Goldman CEO sees solid US economy but flags Middle East and tariffs as risks
Goldman CEO David Solomon says US economy is solid but flags Middle East and tariffs as headwinds while downplaying alarm over higher term premium.
01/09/2026 00:1117 min read
UK shop price growth hits highest since early 2024
UK shop price inflation accelerated to 1.5% in August, the highest since February 2024, driven by energy costs and AI chip demand.
31/08/2026 23:2112 min read
Oil surges on Iran strikes; hawkish Fed remarks push dollar, yields and rate-hike odds higher
Oil surged after US strikes on Iranian targets; hawkish Fed comments boosted the dollar, yields and September rate-hike odds. Gold stabilized while equities…
31/08/2026 23:0120 min read
Fundstrat's Lee Sees September Crash Fear Sparking Rally, Bitcoin to $150k
Tom Lee views September crash fear as a contrarian signal, predicting a stock rally and Bitcoin surging to $150,000.
31/08/2026 22:2710 min read
Army Secretary Driscoll quits after prolonged clash with Hegseth
Army Secretary Dan Driscoll resigned after months of tension with Defense Secretary Hegseth, leaving the Army without Senate-confirmed leadership.
31/08/2026 22:1117 min read
Stablecoin Growth Threatens to Drive Up Bank Loan Costs
BIS chief warns stablecoins may raise borrowing costs as banks adopt digital assets, risking higher loan expenses.
31/08/2026 21:5617 min read
Decoding China's Four Monthly PMIs for AUD Traders
China's four monthly PMIs (NBS and Caixin/RatingDog) each offer unique insights. Traders should consider all four to understand AUD reactions.
31/08/2026 21:5232 min read
Bessent outlines reasons Fed could skip September hike despite Warsh comments
Bessent said the Fed should not hike into a supply shock, citing restrained inflation and AI productivity boom. His remarks followed Warsh's Jackson Hole…
31/08/2026 21:2216 min read