Treasury yields steady at long end as Fed decision sinks in
Long-term Treasury yields remain steady near 5% as markets digest the Fed's hawkish 25 bps rate hike, with the curve flattening.
17/09/2026 07:217 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Trump revives tariff threat as EU offers Canada closer ties
EU proposes Canada as first 'associate member'; Trump calls it 'laughable', threatens tariffs, reviving US-EU trade worries.
17/09/2026 06:517 min read
Warsh's hawkish stance puts Fed credibility to the test
Fed raises rates to 3.75%-4.00% unanimously; Warsh signals more hikes ahead, with markets pricing in a 90% chance of another move this year.
17/09/2026 05:2110 min read
Fed hike aftermath drives Asia market moves
Asia markets rose as investors digested the Fed's rate hike, with Goldman Sachs moving its next hike call to October and dealers eyeing upcoming BOE and BOJ…
17/09/2026 03:4216 min read
TD Sees Fed Hiking in October and January
TD Securities, before the Fed's meeting, predicted three rate hikes this cycle, including October and January, amid a hawkish CPI report; the call awaits…
17/09/2026 02:4113 min read
Goldman Sachs reverses call, now expects second Fed hike in October
Goldman Sachs dropped its 'one and done' view and now expects a second 25bp Fed rate hike in October.
17/09/2026 02:1113 min read
IMF warns RBA may need to hike again, urges Australian spending cuts
IMF warns RBA may hike again, citing inflation, urges Australian spending cuts; markets price ~80% chance of a September hike.
17/09/2026 01:0117 min read
New Zealand Q2 GDP comes in stronger than expected at 2.6% y/y, easing RBNZ growth worries
New Zealand Q2 GDP rose 0.2% q/q and 2.6% y/y, beating forecasts and easing RBNZ growth concerns.
17/09/2026 00:5116 min read
BoE seen holding rates as energy shock fuels November hike bets
BoE expected to hold at 3.75% Thursday, but Iran-driven energy surge lifts market odds of a November hike to 80%.
16/09/2026 23:5117 min read
Hawkish Dot Plot and Warsh's Tough Tone Outweigh Fed Rate Hike in Market Impact
The Fed raised rates 25bp as expected, but a hawkish dot plot and Warsh's tough tone shifted markets' focus to yields and the possibility of a December hike.
16/09/2026 23:4316 min read
Hyperscaler AI Debt Strains Draw Comparisons to 2008 Housing Crisis
Apollo's chief economist warns that widening CDS spreads on hyperscaler debt reflect weakening fundamentals, drawing comparisons to the 2008 housing crisis.
16/09/2026 22:5610 min read
Trump Calls for 1% Fed Rate as Warsh Hikes, Warns of More
Trump demanded the Fed cut rates to 1% after Warsh raised them to 3.75-4%, threatening more hikes. Bitcoin and gold reacted.
16/09/2026 22:568 min read
Xi-Trump meeting on Sept. 24 faces risk from Taiwan weapon sale
Chinese President Xi Jinping's planned summit with Donald Trump on September 24 may be cancelled if the US approves a $14 billion Taiwan arms sale.
16/09/2026 22:5214 min read
US Ready to Discuss AI Risks With China Ahead of Xi Visit
Bessent is open to AI-risk talks with China in New York but ruled out slowing US development. Both governments rejected calls for an AI slowdown.
16/09/2026 21:578 min read
Fed votes to hike, signals more tightening ahead
The Fed raised rates by 25bps to 3.75%-4.00% unanimously and projected further hikes, signaling a higher-for-longer path.
16/09/2026 21:219 min read