Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
RBA's Bullock says supply shocks are hard for policy to manage, focusing on second-round effects, reinforcing the hawkish stance ahead of the Sept 28-29…
HSBC sees the 10-year Treasury yield near 4.65% by year-end, not 6%, as markets calm on falling oil and Iran hopes.
Trump-Xi meeting set for this week as both sides signal modest trade ambitions; Busan truce expected to be extended.
RBNZ's Breman sees higher oil prices lifting near-term inflation above forecasts, without committing to a policy move ahead of October.
St. Louis Fed President Musalem said rates likely need to rise further, warning inflation may stay above target in 18 months without more restraint.
Deutsche Bank strategist Henry Allen warns markets underestimate how far central banks must hike rates, citing a gap between market pricing and inflationary…
Wall Street strategists are optimistic after clearing key fears. Bitcoin rose 6% to about $86,600, but questions remain if crypto will follow stocks higher.
RBA's Sarah Hunter said rates may need to rise again as inflation risks stay tilted higher, with markets pricing in a hike at the September meeting.
ECB's Lane said the euro area economy will grow steadily if the energy shock remains contained, with inflation rising again before easing from mid-2027.
Boston Fed President Susan Collins supported last week's rate rise and sees another hike this year, with rates on hold in 2027. Chicago's Goolsbee also cited…
RBA Governor Bullock speaks in a fireside chat ahead of the September 28-29 meeting, with a rate hike widely expected.
St. Louis Fed's Musalem said further rate hikes are likely needed, with inflation still too high. Markets price a 55% chance of an October hike.
BoC's Macklem says fuel margin normalization may take time, worrying for inflation. Q4 growth forecast cut to 0.75%.
Trump and Bessent ramp up positive messaging on the economy, trade, and Iran as midterms approach.
BoC's Macklem warns US tariffs could halve Q4 growth to below 1%, while oil prices may lift inflation, creating a policy dilemma.