Five Inflation Drivers Keeping Pressures Elevated
An analysis examines five factors that may keep inflation elevated: the Iran war, AI spending, consumer resilience, immigration, and government spending.
17/09/2026 19:2219 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Former Atlanta Fed chief: Price pressures now a bigger worry than jobs
Ex-Atlanta Fed chief Bostic says persistent price shocks and strained households make inflation a bigger concern than employment.
17/09/2026 15:214 min read
137 basis points: smallest rate hike cycle in Fed history
The FOMC raised rates to 3.75-4.00% as expected, with markets pricing three more hikes. The smallest hiking cycle in history was 137 basis points in 1986-87.
17/09/2026 15:156 min read
Bailey: Rate calls to get tougher if Iran conflict drags on
Bailey says rate decisions grow harder the longer the Iran conflict lasts; inflation risks still subdued; four hikes not discussed.
17/09/2026 13:422 min read
Canada August PPI climbs 1.3% m/m versus 0.6% prior
Canada's August producer price index rose 1.3% m/m, up from 0.6%. Annual PPI increased 13.5%, and raw materials prices also surged.
17/09/2026 13:212 min read
US housing starts in August came in at 1.275m, below 1.309m forecast
US August housing starts at 1.275m missed estimation; permits also lower. Mortgage rates near 7%; relief may come after Iran war, if ever.
17/09/2026 12:422 min read
美国9月费城联储商业指数报37.8，高于预期30.5
美国9月费城联储商业指数37.8，高于预期30.5，前值47.4，分项数据有升有降。
17/09/2026 12:412 min read
US weekly jobless claims drop to 196,000, beating forecasts
US weekly initial jobless claims totaled 196,000, well below the 208,000 estimate, signaling a stronger-than-expected labor market.
17/09/2026 12:419 min read
Latin America's Dollar Stablecoins: Where Should Reserves Be Held?
Latin America grapples with whether to require stablecoin issuers to hold reserves locally or offshore, as dollar scarcity grows.
17/09/2026 12:2613 min read
European Markets Gain as Oil and Yields Cool After Central Bank Decisions
European markets saw gains as oil prices and bond yields eased following the Fed and BOE rate decisions.
17/09/2026 12:116 min read
Understanding yield curve shifts: flattening and steepening explained
The bond yield curve's shape shifts—bear/bull flattening and steepening—signal market expectations about policy, growth, and inflation, but context remains key.
17/09/2026 09:1124 min read
Eurozone August inflation revised slightly lower to 3.2%
Eurozone annual inflation was revised down to 3.2% in August, with energy prices rising 14.3%.
17/09/2026 09:118 min read
BOE expected to hold rate at 3.75% as vote breakdown draws focus
The BOE is expected to hold rates at 3.75%, with focus on whether the vote split narrows to 5-4.
17/09/2026 08:318 min read
Fed's hawkishness questioned as markets overreact
The Fed's 25bp hike and 2026 projection matched expectations, but markets overreacted. The dot plot and Warsh's presser were less hawkish than perceived.
17/09/2026 07:5116 min read
European shares climb as bond yields stabilise after Fed rate move
European stocks opened higher as bond yields steadied following the Fed's 25 bps rate hike and oil prices fell.
17/09/2026 07:318 min read