Oil surges on Houthi strikes; German trade surplus widens
Oil prices rose 2.66% after Houthi attacks on Saudi energy sites; German trade surplus widened sharply to €21.3 billion in July.
08/09/2026 11:428 min read
Macro Rates
Bitcoin price swings on shifting Fed expectations ahead of CPI, FOMC
Bitcoin sees sharp moves after Fed comments and jobs data. Focus turns to US CPI and FOMC.
08/09/2026 10:428 min read
How crude oil prices shape inflation and central bank policy
Oil prices move inflation directly and through expectations, and central banks must judge whether energy shocks require a policy response.
08/09/2026 09:3213 min read
Rising bond yields rattle stocks and gold as 10-year nears 5%
Bond yields rise with 10-year Treasury at 4.80%, stocks fall, and gold faces headwinds as markets await CPI and central bank decisions.
08/09/2026 08:4111 min read
USD/JPY keeps sliding as yen touches seven-month peak; CPI, BoJ eyed
The yen strengthened to a seven-month high, extending USD/JPY's slide as traders await US CPI and BoJ guidance.
08/09/2026 07:4212 min read
Cowen Puts 65% Odds on Further Bitcoin Bear Market, Eyes $53K
Benjamin Cowen sees a 65% chance Bitcoin's cycle low is still ahead, watching the $53,000 realized price level.
08/09/2026 07:4110 min read
European shares dip at open as oil and rate fears persist
European stock markets opened slightly lower on Wednesday, weighed by rising oil prices, bond yields, and geopolitical tensions.
08/09/2026 07:215 min read
German trade surplus expands in July as imports plunge
Germany's trade surplus rose to €21.3 billion in July, beating forecasts, as imports fell 5.7% month-on-month.
08/09/2026 06:238 min read
BOJ rate hike likely, yen rally at risk
BOJ expected to hike rates next week, but yen rally may be limited if Ueda signals caution.
08/09/2026 05:2112 min read
UBS recommends three investment areas as Fed rate hike odds climb to 60%
UBS recommends equities, bonds, and gold as Fed rate hike odds rise to 60%.
08/09/2026 05:1310 min read
RBA's Hunter signals intentional cooling of housing and growth
RBA's Hunter says below-trend growth is intended, housing market cools deliberately without recession risk.
08/09/2026 03:4112 min read
Wharton professor says midterms, Trump halt Fed rate hikes
Wharton professor Jeremy Siegel says midterm elections and Trump pressure are preventing the Fed from raising rates.
08/09/2026 03:119 min read
NAB survey shows business conditions at six-year low; currencies, ASX decline
NAB business conditions hit six-year low; ASX, AUD, NZD soften; RBA hike probability high.
08/09/2026 01:4117 min read
Japan's revised GDP strengthens BOJ hike outlook, sharpening focus on yen and Nikkei
Japan's Q2 GDP was revised up to 1.4% annualised, reinforcing expectations that the BOJ will hike to 1.25% on September 18.
08/09/2026 00:4517 min read
Japan revises Q2 GDP growth to 1.4% year-on-year
Japan's revised Q2 GDP came in at 1.4% year-on-year, above the preliminary 1.1% estimate.
08/09/2026 00:042 min read