China Caixin PMI seen rising to 51.0 after NBS data surprises
China's Caixin PMI is expected to edge up to 51.0, following an official NBS beat that showed firming but still contractionary factory activity.
31/08/2026 20:4415 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Argentina's Dollar Habit Proves Stubborn Even With Slower Inflation
Inflation in Argentina has slowed dramatically, but years of savings losses have created a deep dollar habit. Economist Tetaz says regaining peso trust will…
31/08/2026 20:4214 min read
Asia economic calendar: China PMI data on Sept 1
China's private manufacturing PMI is due today, following official PMI data from the previous day.
31/08/2026 20:212 min read
Warsh Sees End to Bitcoin's 26% August Run
Bitcoin's 26% August gain may be over, Fed Chair Warsh warned, as the era of easy money ends and interest rates rise.
31/08/2026 17:1110 min read
Japan's Two-Year Bond Yield at 31-Year Peak, Impact on Yen Carry Trade and Bitcoin
Japan's two-year bond yield reached a 31-year peak, making the yen carry trade costlier. Bitcoin trades at $79,087.
31/08/2026 15:418 min read
Bessent says oil prices set to decline, US bond market remains strong
Bessent says oil prices will drop, US 10-year yield is at Trump-era levels, and the Fed typically avoids rate hikes during supply shocks.
31/08/2026 14:526 min read
Bessent at G20: Iran feels sanctions, lashing out economically
Treasury Secretary Bessent told the G20 that Iran is taking sanctions seriously, lashing out as its economy weakens, and that economic growth is the only way…
31/08/2026 13:213 min read
Bitcoin's Gold-Like Trading Pattern Becomes Its Weakness
Bitcoin and gold fell in tandem after Fed Chair Warsh's hawkish Jackson Hole speech raised rate-hike odds, weakening the debasement trade.
31/08/2026 13:1311 min read
Trump claims Iran has no Navy or Air Force in Truth Social post
Trump posts on Truth Social that Iran has no Navy or Air Force, repeating a claim from March 2026.
31/08/2026 12:4110 min read
German August CPI Rises 2.9% Annually, Below Forecasts
Germany's preliminary August CPI rose 2.9% y/y, below 3.0% forecast; HICP also missed at 2.9% vs 3.1% expected.
31/08/2026 12:114 min read
European markets steady as oil climbs, bond yields rise
Oil holds gains after US-Iran strikes; European yields climb; dollar soft; German state inflation beats expectations.
31/08/2026 11:536 min read
August inflation readings rise across German states
August CPI in key German states rose, pointing to a national print near 2.9-3.0%, reinforcing ECB rate hike expectations.
31/08/2026 08:215 min read
Musk Sees AI Hacking Exceeding Human Ability by 2027
Musk says AI will surpass humans in hacking by end of 2027, citing a JFrog vulnerability. Executives warn of autonomous attacks.
31/08/2026 08:1210 min read
Survey shows Swiss bankers anticipate SNB to hold zero rate into 2027
All Swiss bankers surveyed expect the SNB to hold its policy rate at 0% through 2026; 60% see it staying through 2027. The rest anticipate rate hikes in 2027.
31/08/2026 08:125 min read
S&P 500 Beat Inflation in 16 of Past 20 Calendar Years
S&P 500 beat inflation in 16 of past 20 calendar years. 2026 gain of 13.5% outperformed CPI, aided by AI-driven earnings.
31/08/2026 07:129 min read