IMF warns RBA may need to hike again, urges Australian spending cuts
IMF warns RBA may hike again, citing inflation, urges Australian spending cuts; markets price ~80% chance of a September hike.
17/09/2026 01:0117 min read
Macro Rates
New Zealand Q2 GDP comes in stronger than expected at 2.6% y/y, easing RBNZ growth worries
New Zealand Q2 GDP rose 0.2% q/q and 2.6% y/y, beating forecasts and easing RBNZ growth concerns.
17/09/2026 00:5116 min read
BoE seen holding rates as energy shock fuels November hike bets
BoE expected to hold at 3.75% Thursday, but Iran-driven energy surge lifts market odds of a November hike to 80%.
16/09/2026 23:5117 min read
Hawkish Dot Plot and Warsh's Tough Tone Outweigh Fed Rate Hike in Market Impact
The Fed raised rates 25bp as expected, but a hawkish dot plot and Warsh's tough tone shifted markets' focus to yields and the possibility of a December hike.
16/09/2026 23:4316 min read
Hyperscaler AI Debt Strains Draw Comparisons to 2008 Housing Crisis
Apollo's chief economist warns that widening CDS spreads on hyperscaler debt reflect weakening fundamentals, drawing comparisons to the 2008 housing crisis.
16/09/2026 22:5610 min read
Trump Calls for 1% Fed Rate as Warsh Hikes, Warns of More
Trump demanded the Fed cut rates to 1% after Warsh raised them to 3.75-4%, threatening more hikes. Bitcoin and gold reacted.
16/09/2026 22:568 min read
Wells Fargo cuts S&P 500 target as yields climb ahead of Fed hike
Wells Fargo cut its S&P 500 target to 7,700 from 7,950 ahead of the Fed's rate hike, citing valuation risk from rising yields.
16/09/2026 22:3114 min read
Fed votes to hike, signals more tightening ahead
The Fed raised rates by 25bps to 3.75%-4.00% unanimously and projected further hikes, signaling a higher-for-longer path.
16/09/2026 21:219 min read
NZD/USD faces NZ GDP test: three possible outcomes for the Kiwi
NZD/USD enters Thursday's NZ GDP release already in a breakdown, with three outlined scenarios for the pair's reaction depending on the data outcome.
16/09/2026 20:5110 min read
New Zealand's Q2 GDP release to guide RBNZ's next rate move
New Zealand's Q2 GDP expected near zero; RBNZ likely to delay rate decision until December unless data surprises.
16/09/2026 20:3115 min read
Dimon and Zandi Warn of Structural Economic Risks
Jamie Dimon warned of a $10 trillion small-business ownership risk; Mark Zandi cautioned the Fed could make a serious policy mistake.
16/09/2026 20:2610 min read
Dow Falls 630 Points as Fed Delivers First Hike in Three Years, Warsh Strikes Hawkish Tone
Dow tumbles 630 points after Fed's first hike in three years and hawkish Warsh comments; banks and crypto drag, while AI names gain.
16/09/2026 20:2216 min read
Asia's Thursday, September 17, 2026: Economic Events and Calendar
Thursday's Asia calendar is quiet; NZ GDP is the key data point. The failed clarity bill and Fed hike were both widely expected.
16/09/2026 20:212 min read
Bitcoin Fluctuates Then Stabilizes Following Fed Rate Hike
Bitcoin's price swung after the Fed raised rates for the first time since 2023, eventually settling near $75,813.
16/09/2026 19:578 min read
Federal Reserve raises interest rates for first time since 2019
Federal Reserve hikes rates for first time in three years; dollar rises.
16/09/2026 19:546 min read