Upcoming week: central bank speeches, PMIs, and key data releases ahead
Central bank speeches, flash PMIs, and key employment and retail data highlight the week ahead.
21/09/2026 07:4119 min read
Macro Rates
Bitcoin recovers above $80k after hawkish Fed and failed crypto bill
Bitcoin recovered above $80,000 after initially falling on the Fed rate hike and CLARITY Act failure, suggesting reduced macro sensitivity.
21/09/2026 06:2110 min read
Oil rises then falls; Asia-Pacific markets eye US-China summit
Oil gapped higher on Houthi attack then eased on improving flows. Asia-Pacific mixed ahead of Trump-Xi meeting.
21/09/2026 04:0221 min read
Big four Australian banks predict RBA rate rise to 4.60% in September
Australia's big four banks forecast a 25bp RBA rate hike to 4.60% on September 28-29, differing on vote unanimity and follow-up path.
21/09/2026 01:5118 min read
BofA sticks with October, December Fed hike call as spending stays hot
BofA reaffirms forecasts for Fed rate hikes in October and December, citing strong nominal spending, with risks flagged around persistent supply shocks.
21/09/2026 01:0116 min read
History Suggests S&P 500 Wobbles Then Recovers After Fed's First Hike Since 2023
Based on historical patterns, the S&P 500 tends to dip after the Fed's first hike but recovers within a year, with bond yield speed as a key risk.
20/09/2026 23:2231 min read
Neutral rate estimates climb at Fed, ECB, Japan; impact on bonds and borrowers
Economists are raising neutral rate estimates for the Fed, ECB, and Japan, signaling higher long-term yields and less room for rate cuts.
20/09/2026 22:4532 min read
China maintains LPRs for 16th month as Fed rate hike curbs easing room
China kept its one-year and five-year loan prime rates unchanged for the 16th straight month, as the Fed's rate hike limited policy space.
20/09/2026 22:0313 min read
Stournaras keeps October ECB hike possible if energy or inflation surge
Stournaras leaves door open for October ECB rate hike if energy prices or inflation surge.
20/09/2026 21:3114 min read
Kashkari Warns Inflation Pervasive, Not Limited to Energy
Minneapolis Fed's Kashkari said inflation is too high across the US economy, not just in oil, and supported the recent rate hike.
20/09/2026 21:2216 min read
Tokyo market holidays spur yen intervention speculation
Japan's market closures for the first three days of the week thin yen liquidity, reviving speculation that authorities might intervene. The yen fell over 2%…
20/09/2026 20:3114 min read
Bitcoin now central to the debasement debate, says T. Rowe Price's Blue Macellari
T. Rowe Price's Blue Macellari says bitcoin is now central to the debasement conversation amid discussion of bond vigilantes and stablecoin demand.
20/09/2026 13:276 min read
Bill Miller IV: Why He's Never Been More Bullish on Bitcoin
Bill Miller IV explains why he's more bullish on Bitcoin than ever, citing a worsening global fiscal situation and a widening gap between price and fair value.
20/09/2026 13:138 min read
Cramer Sees a Calm Week Ahead but Keeps an Eye on Key Corporate Events
Cramer expects a calm week ahead, with analyst meetings and earnings from Okta, Costco, KB Home, and others in focus.
20/09/2026 10:4211 min read
Musk Predicts AI Doubling US Growth to 4%: Feasible?
Elon Musk predicts AI will double US GDP growth to 4% next year, a figure far above Fed projections. The forecast comes as California mandates AI audits and a…
18/09/2026 23:419 min read