New Zealand Q3 CPI forecast at 3.8% ahead of expected RBNZ rate increase
New Zealand's Q3 CPI expected to ease to 3.8% annually, with RBNZ likely to hike rates on October 28.
21/10/2026 20:1115 min read
Inflation
Bank of Japan rate hike timing under scrutiny as price pressures shift
The BOJ weighs another rate increase as cost-push inflation and economic headwinds make timing uncertain.
21/10/2026 10:1512 min read
Bitcoin Gains on US-Iran Deal Optimism, Markets Eye PMI Data
Bitcoin briefly rose on hopes of a US-Iran deal after positive reports, but gains faded. Markets await the US Flash PMIs for the next potential move.
21/10/2026 10:148 min read
Why long-term Treasury yields are more volatile than short-term ones
Treasury yields reflect Fed policy expectations, while long-term yields also incorporate economic outlook and term premium.
21/10/2026 08:1215 min read
UK September inflation jumps to 3.5%, solidifying BOE rate hike bets for November
UK annual headline inflation jumped to 3.5% in September, the highest in over a year, reinforcing expectations of a BOE rate increase in November.
21/10/2026 07:126 min read
European Markets Under Strain From Widespread Protests
Social unrest stemming from protests in France over school conditions has spread across Europe, pressuring bond markets, equities, and the EUR/USD amid fiscal…
21/10/2026 06:118 min read
BOJ's Himino cautions on upside inflation risks as Japan nears 2% goal
BOJ Deputy Governor Ryozo Himino sees underlying inflation near the 2% target and cautions that delaying policy moves could let inflation risks materialise.
21/10/2026 05:127 min read
UK September CPI due as November BOE rate hike almost priced in
The UK September CPI report is due today, with markets pricing in a 96% chance of a November BOE rate hike.
21/10/2026 05:126 min read
RBA's Hauser hints at November hike, Goldman Sachs revises forecast
RBA Deputy Governor Andrew Hauser signalled a fifth rate hike this year is possible in November, prompting Goldman Sachs to revise its forecast. Asian markets…
21/10/2026 04:1325 min read
Japan’s finance minister sees BOJ alignment as wage-driven inflation nears
Satsuki Katayama says Japan is near wage-driven inflation and sees no gap with the BOJ; most economists expect a 1.50% December hike.
21/10/2026 01:1314 min read
Nominal growth, not yield levels, is the metric for small caps: Goldman Sachs
A Goldman Sachs note argues the growth backdrop, not interest rate levels, is decisive for small-cap performance. Nominal GDP is near 6%.
20/10/2026 23:1315 min read
Hauser says Q3 trimmed mean to exceed RBA forecast, capacity tighter
RBA Deputy Governor Hauser flagged the Q3 trimmed mean will be above expectations, capacity pressures are tighter, and the bank must act on supply shocks.
20/10/2026 23:1213 min read
Hauser warns inflation outlook worse, November rate hike in play
RBA Deputy Governor Hauser said the inflation outlook is worse than forecast, keeping a November rate hike possible.
20/10/2026 22:1112 min read
ECB's Lane in Shanghai highlights Asia calendar on Oct 21, 2026
ECB chief economist Philip Lane speaks in Shanghai as part of three officials setting the scene for the October 29 rate decision.
20/10/2026 21:128 min read
Greene Remains Hawkish, Warns Wage Disinflation Has Stalled
Megan Greene maintains hawkish stance, warns wage disinflation has stalled and second-round risks are higher.
20/10/2026 18:138 min read