Fed's hike draws mixed views on inflation timeline
The Fed raised rates by 25 bps to 3.75-4.0%, a unanimous vote under Warsh. Analysts split on inflation's duration, with UBS seeing gold pressure near-term but…
17/09/2026 22:4119 min read
Macro Rates
RBA Governor Bullock testimony key as rate hike odds hit 70-75%
RBA Governor Michele Bullock appears before parliament as markets assign a 70-75% probability to a rate hike at the September meeting.
17/09/2026 21:2116 min read
Grayscale: Bitcoin Likely Unfazed by Fed Rate Hike
The Federal Reserve raised rates, but bitcoin traded higher; Grayscale believes the hike is a mid-cycle adjustment that won't disrupt crypto markets.
17/09/2026 21:127 min read
BoJ poised for rate hike, markets eye pace and yen response
The Bank of Japan is expected to raise rates to 1.25% at today's meeting, with attention on Ueda's guidance and the yen's reaction.
17/09/2026 21:0115 min read
Asia's Friday Economic & Event Calendar: BoJ and RBA in Focus
Asia's Friday calendar features Japan's August CPI and a BoJ rate decision, plus RBA Governor Bullock speaking. A hike is widely expected.
17/09/2026 20:318 min read
Tech stocks drive US markets higher as bond yields retreat
Wall Street surged, led by the Nasdaq, as falling Treasury yields boosted technology shares and semiconductors.
17/09/2026 20:2214 min read
Five Inflation Drivers Keeping Pressures Elevated
An analysis examines five factors that may keep inflation elevated: the Iran war, AI spending, consumer resilience, immigration, and government spending.
17/09/2026 19:2219 min read
Silver jumps 4.5% for biggest daily advance since August 19 as yields fall
Silver rose 4.5% as yields fell and sellers failed to hold below the 50% retracement; the 100-day moving average near $66.75 is the next key resistance.
17/09/2026 17:1415 min read
Former Atlanta Fed chief: Price pressures now a bigger worry than jobs
Ex-Atlanta Fed chief Bostic says persistent price shocks and strained households make inflation a bigger concern than employment.
17/09/2026 15:214 min read
137 basis points: smallest rate hike cycle in Fed history
The FOMC raised rates to 3.75-4.00% as expected, with markets pricing three more hikes. The smallest hiking cycle in history was 137 basis points in 1986-87.
17/09/2026 15:156 min read
Bailey: Rate calls to get tougher if Iran conflict drags on
Bailey says rate decisions grow harder the longer the Iran conflict lasts; inflation risks still subdued; four hikes not discussed.
17/09/2026 13:422 min read
Canada August PPI climbs 1.3% m/m versus 0.6% prior
Canada's August producer price index rose 1.3% m/m, up from 0.6%. Annual PPI increased 13.5%, and raw materials prices also surged.
17/09/2026 13:212 min read
US housing starts in August came in at 1.275m, below 1.309m forecast
US August housing starts at 1.275m missed estimation; permits also lower. Mortgage rates near 7%; relief may come after Iran war, if ever.
17/09/2026 12:422 min read
US weekly jobless claims drop to 196,000, beating forecasts
US weekly initial jobless claims totaled 196,000, well below the 208,000 estimate, signaling a stronger-than-expected labor market.
17/09/2026 12:419 min read
Latin America's Dollar Stablecoins: Where Should Reserves Be Held?
Latin America grapples with whether to require stablecoin issuers to hold reserves locally or offshore, as dollar scarcity grows.
17/09/2026 12:2613 min read