Oil above $100 lifts bond yields as inflation worries intensify
Rising oil prices above $100 push bond yields higher as inflation concerns persist, with central banks facing increasing pressure.
10/09/2026 12:017 min read
Macro Rates
Three central banks may hike within eight days; ECB, BOJ and Fed in focus
Markets see high odds the ECB, Bank of Japan and Federal Reserve all raise rates this month, with the Fed's decision hinging on Friday's CPI report.
10/09/2026 11:4211 min read
Oil price spike behind long-term yield jump, not other factors
Rising oil prices due to the Iran conflict are driving long-term bond yields higher, overshadowing other influences.
10/09/2026 11:1110 min read
EUR/USD recovers from Warsh selloff, focuses on ECB rate decision
EUR/USD has erased most losses from Warsh's hawkish speech ahead of the ECB rate decision, with the US CPI also in focus.
10/09/2026 10:3112 min read
Bitcoin Struggles at $80,000 as Sellers Fade and Spot Demand Lags
Bitcoin sits near $78,257 after slipping below $80,000; selling pressure has eased, but spot demand and liquidity remain thin even as ETF inflows persist.
10/09/2026 10:1310 min read
Debasement trade benefits gold, not Bitcoin currently
Gold continues to be the main expression of the debasement trade, while Bitcoin lags due to its sensitivity to liquidity and risk appetites.
10/09/2026 08:5213 min read
ECB Set to Raise Rate to 2.50% With Focus on Lagarde's Guidance
ECB expected to hike 25bps to 2.50%, fully priced in. Focus on Lagarde's tone and updated projections amid energy shock.
10/09/2026 07:5625 min read
European shares rise modestly ahead of ECB rate decision
European stocks opened slightly higher on Thursday as markets await the ECB's expected 25 bps rate hike.
10/09/2026 07:515 min read
ECB rate hike likely, but analysts disagree on what comes next
The ECB is expected to raise rates by 25 bps to 2.50%, with analysts divided on whether this marks the peak or another hike in December.
10/09/2026 07:1114 min read
Germany August CPI confirms 2.9% as energy costs pressure inflation
Germany's final August CPI confirmed 2.9% y/y, as energy price inflation surged 10.5%.
10/09/2026 06:218 min read
US Treasury's $6B bond buyback fails to curb rising yields
The US Treasury tripled its bond buyback to $6 billion, but 10-year yields remain near 4.85% as expectations were for a larger intervention and inflation…
10/09/2026 05:328 min read
Trump Pledges $5,000 Dividend for US Adults Amid Poll Slump
Trump promised a $5,000 payout to every US adult if Republicans keep Congress, as a poll showed his approval at a record low 32%.
10/09/2026 04:119 min read
Bank of Korea pins Kospi's sharp moves on domestic and offshore leveraged bets
BoK report ties Kospi's wild swings to domestic leveraged ETFs and overseas hedge fund positions, calling for stronger monitoring of offshore derivatives.
10/09/2026 03:4316 min read
Trump offers $5,000 to every US adult if Republicans win both chambers
President Trump promised a $5,000 dividend to every adult US citizen if Republicans keep Congress after November, with no funding mechanism detailed.
10/09/2026 03:0413 min read
BOJ's Masu flags yen, oil, food as key inflation risks, hints at faster hikes
BOJ board member Masu says underlying inflation near 2%, warns weak yen and rising costs could force faster rate hikes.
10/09/2026 02:1819 min read