BoJ raises rate to 1.25%; RBA flags inflation risks
BoJ hikes rate to 1.25% as expected; RBA warns of inflation risks. Iran attacks tanker, US sanctions crypto exchange.
18/09/2026 03:4217 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
BoJ hikes rate to 1.25% as expected, with 7-2 split
The Bank of Japan raised its policy rate by 25bp to about 1.25% in a 7-2 vote, signaling further rate hikes ahead but with board dissent.
18/09/2026 03:0917 min read
iCapital Sees 10-Year Yield Hitting 5.3% If Oil Keeps Rising
iCapital raised its 10-year yield forecast to 4.5%-5.3%. A strategist said oil prices, not the Fed dot plot, will decide the outcome.
18/09/2026 02:129 min read
UBS lifts RBA rate call to 4.85% after Bullock's hawkish comments
UBS sees two more RBA hikes to a 4.85% terminal rate after Bullock and Hauser hawkish comments, with markets pricing a 70-75% chance of a September move.
18/09/2026 01:3115 min read
Bullock flags RBA policy tightening doubts as oil price risks mount
RBA's Bullock signals policy may not be tight enough as oil price risks build, hinting at a possible rate hike.
18/09/2026 01:2116 min read
Bullock warns Middle East-driven inflation risks now materialising
RBA Governor Bullock testified that inflation risks flagged in August are materialising, with Middle East conflict and AI boom pushing up prices.
17/09/2026 23:5318 min read
Japan's August CPI Rises 1.9% Year-on-Year, Misses Forecasts
Japan's headline CPI came in at 1.9% y/y in August, below the 2.0% forecast. Core-core CPI also missed expectations at 1.7%.
17/09/2026 23:413 min read
New Zealand food price inflation holds steady in August
New Zealand's August trade deficit was -1349mn, with imports at 8bn and exports at 6.66bn. Food price inflation held at 1.9% y/y, unchanged from July.
17/09/2026 23:012 min read
Fed's hike draws mixed views on inflation timeline
The Fed raised rates by 25 bps to 3.75-4.0%, a unanimous vote under Warsh. Analysts split on inflation's duration, with UBS seeing gold pressure near-term but…
17/09/2026 22:4119 min read
RBA Governor Bullock testimony key as rate hike odds hit 70-75%
RBA Governor Michele Bullock appears before parliament as markets assign a 70-75% probability to a rate hike at the September meeting.
17/09/2026 21:2116 min read
Grayscale: Bitcoin Likely Unfazed by Fed Rate Hike
The Federal Reserve raised rates, but bitcoin traded higher; Grayscale believes the hike is a mid-cycle adjustment that won't disrupt crypto markets.
17/09/2026 21:127 min read
BoJ poised for rate hike, markets eye pace and yen response
The Bank of Japan is expected to raise rates to 1.25% at today's meeting, with attention on Ueda's guidance and the yen's reaction.
17/09/2026 21:0115 min read
Japan's August CPI due as BoJ rate hike looks all but certain
Japan's August CPI data is due as the BoJ is widely expected to raise rates to 1.25%, with swaps pricing a near-certain hike.
17/09/2026 20:5415 min read
Gold up $81, S&P 500 gains 1.1% as dollar slides
Gold rose $81, S&P 500 gained 1.1%, and the dollar lagged as Treasury yields dropped, with mixed economic data.
17/09/2026 20:417 min read
Asia's Friday Economic & Event Calendar: BoJ and RBA in Focus
Asia's Friday calendar features Japan's August CPI and a BoJ rate decision, plus RBA Governor Bullock speaking. A hike is widely expected.
17/09/2026 20:318 min read