Pentagon's Iran War Price Tag Excludes Fuel Shock
Pentagon estimates Iran war at $33.4B, but fuel costs hit consumers with $106.5B, triple the military's figure.
15/09/2026 08:1410 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
UK jobs market shows fresh signs of cooling as payrolls slip and pay growth eases
UK labour market data showed further cooling in July and August, with payrolls down 26,000 and wage growth easing to 3.9%, ahead of the BOE decision.
15/09/2026 06:227 min read
AI standards effort stalls as leaders clash
AI leaders mull standards body after test agents go rogue; IPO delays and market dips follow, but a real pause on AI seems unlikely.
15/09/2026 05:319 min read
10-year yields climb to 5.02% as bond market issues alert before Fed meeting
10-year Treasury yields reached 5.02% amid persistent inflation and hawkish Fed expectations, approaching pre-crisis levels.
15/09/2026 05:315 min read
10-Year Treasury Yield Breaches 5%, Impacting Bitcoin and Stocks
The 10-year Treasury yield rose above 5% for the first time in three years, pressuring stocks and raising the opportunity cost for Bitcoin.
15/09/2026 04:568 min read
China's factories lead as consumption and investment lag in August data
China's August data showed industrial output beating forecasts while retail sales and investment lagged, widening the gap between factory strength and…
15/09/2026 03:0118 min read
BoE preview: Goldman anticipates hold, flagging hawkish risks
Goldman Sachs expects the Bank of England to hold rates this week, with markets focused on the MPC's tone for hints on future moves and gilt market…
15/09/2026 02:3116 min read
China's August retail sales rise 0.4% year-on-year, missing forecasts
China's August retail sales rose 0.4% year-on-year, missing the 0.6% expectations, while industrial production beat forecasts.
15/09/2026 02:112 min read
China home prices slip again in August, extending property slump
China's new home prices fell 3.0% year-on-year in August, easing slightly from July's 3.2% drop, as the property downturn persists with uneven city-level…
15/09/2026 01:5116 min read
Fed rate hike can't fix oil prices but may still fight inflation
The Fed may raise rates by a quarter point despite being unable to lower oil or diesel prices.
15/09/2026 00:2412 min read
Goldman sees yen, Nikkei risk from faster BOJ rate path
Goldman Sachs expects the Bank of Japan to hike this week and accelerate tightening, boosting yen but pressuring Nikkei.
14/09/2026 21:4515 min read
Bitcoin and AI May Restore Human Time, Strike CEO Says
Strike CEO Jack Mallers argues that bitcoin and AI can free humans from unproductive work by providing sound money and automating drudgery.
14/09/2026 20:438 min read
China August data: industrial output, retail sales, investment due Tuesday
China's August industrial output, retail sales, and fixed asset investment data are due Tuesday, with economists expecting a recovery in production but…
14/09/2026 20:328 min read
Trump says AI to be 'greatest economic engine' in history
Trump praised AI as the greatest economic development engine, criticized regulation, and noted China's support.
14/09/2026 18:027 min read
Risk assets regain ground as Trump weighs in on AI, energy
Risk assets improved as Trump tweeted on AI, Russia-Ukraine, and Iran, lifting stocks and other risky trades.
14/09/2026 17:517 min read