Wharton professor says midterms, Trump halt Fed rate hikes
Wharton professor Jeremy Siegel says midterm elections and Trump pressure are preventing the Fed from raising rates.
08/09/2026 03:119 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
China imports miss forecasts in August trade data
China's August imports grew 28.2% y/y, missing the 30% forecast, while exports and trade surplus met expectations.
08/09/2026 02:513 min read
NAB survey shows business conditions at six-year low; currencies, ASX decline
NAB business conditions hit six-year low; ASX, AUD, NZD soften; RBA hike probability high.
08/09/2026 01:4117 min read
Japan's revised GDP strengthens BOJ hike outlook, sharpening focus on yen and Nikkei
Japan's Q2 GDP was revised up to 1.4% annualised, reinforcing expectations that the BOJ will hike to 1.25% on September 18.
08/09/2026 00:4517 min read
Japan revises Q2 GDP growth to 1.4% year-on-year
Japan's revised Q2 GDP came in at 1.4% year-on-year, above the preliminary 1.1% estimate.
08/09/2026 00:042 min read
Japan's fastest wage growth in 27 years reinforces BOJ hike path
Japan's real wages rose 2.4% in July, seventh straight gain, while nominal pay hit 4.7%, fastest since 1997, supporting BOJ rate hike.
08/09/2026 00:0215 min read
Japanese July wage growth beats forecasts with 4.7% rise
Japan's July 2026 average cash earnings rose 4.7% year-on-year, beating the 3.9% forecast, and real wages increased 2.4%.
07/09/2026 23:421 min read
UBS now expects two Fed rate hikes, sees equity outlook intact
UBS expects two Fed rate hikes in 2025 after strong jobs data, maintaining a positive equity outlook driven by economic strength.
07/09/2026 22:1321 min read
China August trade data due: export beat may support risk currencies
China releases August trade data today, with export and import growth expected to accelerate, while a beat could support risk currencies like the Australian…
07/09/2026 21:1212 min read
Revised Japan Q2 GDP data to influence BOJ September hike outlook
Japan's Q2 GDP revision out today could sway BOJ September rate hike odds, currently at 80%.
07/09/2026 21:0114 min read
Japan GDP, China trade data on tap for Tuesday Asia session
Japan's GDP and China trade data due Tuesday; preliminary Q2 GDP missed expectations.
07/09/2026 20:312 min read
Bitcoin Holds $79k as Yen Rally Tests Market Resilience
Bitcoin held above $79,000 during a 3.7% yen rally, avoiding the 20% crash seen in 2024. Japan spent $94.6B on intervention.
07/09/2026 19:1611 min read
Trade-driven revision lifts euro area Q2 growth to 0.6%
Eurozone Q2 GDP was revised up to 0.6% q/q on trade, with annual growth at 1.2%, but underlying domestic demand remained soft.
07/09/2026 09:126 min read
Eurozone investor sentiment hits highest since early 2022
Eurozone Sentix investor confidence index rose to 5.1 in September, its highest since February 2022.
07/09/2026 08:436 min read
Weekly market preview: ECB rate decision and U.S. CPI take centre stage
Economic calendar for September 7-11 with ECB meeting, U.S. inflation data, and Australian consumer sentiment.
07/09/2026 08:2211 min read