Higher Oil Lifts Bond Yields; Bitcoin Shows Relative Strength, Gold Slides
Brent crude settled above $90 and the 10-year yield hit 4.768%, pressuring growth stocks and gold while bitcoin held above $78,340.
01/09/2026 00:3526 min read
Macro Rates
PBOC seen setting yuan reference rate at 6.7170: Reuters
Reuters expects the PBOC to set the yuan reference rate at 6.7170, a key signal for Asian FX markets.
01/09/2026 00:317 min read
Goldman CEO sees solid US economy but flags Middle East and tariffs as risks
Goldman CEO David Solomon says US economy is solid but flags Middle East and tariffs as headwinds while downplaying alarm over higher term premium.
01/09/2026 00:1117 min read
Bessent pushes BOJ rate hikes at G20, met Ueda and Katayama: NHK
Bessent met BOJ's Ueda and Japan's Katayama at G20, urged rate hikes. Yen strengthened on the remarks.
31/08/2026 23:3319 min read
UK shop price growth hits highest since early 2024
UK shop price inflation accelerated to 1.5% in August, the highest since February 2024, driven by energy costs and AI chip demand.
31/08/2026 23:2112 min read
Oil surges on Iran strikes; hawkish Fed remarks push dollar, yields and rate-hike odds higher
Oil surged after US strikes on Iranian targets; hawkish Fed comments boosted the dollar, yields and September rate-hike odds. Gold stabilized while equities…
31/08/2026 23:0120 min read
Fundstrat's Lee Sees September Crash Fear Sparking Rally, Bitcoin to $150k
Tom Lee views September crash fear as a contrarian signal, predicting a stock rally and Bitcoin surging to $150,000.
31/08/2026 22:2710 min read
Stablecoin Growth Threatens to Drive Up Bank Loan Costs
BIS chief warns stablecoins may raise borrowing costs as banks adopt digital assets, risking higher loan expenses.
31/08/2026 21:5617 min read
Decoding China's Four Monthly PMIs for AUD Traders
China's four monthly PMIs (NBS and Caixin/RatingDog) each offer unique insights. Traders should consider all four to understand AUD reactions.
31/08/2026 21:5232 min read
Bessent outlines reasons Fed could skip September hike despite Warsh comments
Bessent said the Fed should not hike into a supply shock, citing restrained inflation and AI productivity boom. His remarks followed Warsh's Jackson Hole…
31/08/2026 21:2216 min read
Asia economic calendar: China PMI data on Sept 1
China's private manufacturing PMI is due today, following official PMI data from the previous day.
31/08/2026 20:212 min read
Warsh Sees End to Bitcoin's 26% August Run
Bitcoin's 26% August gain may be over, Fed Chair Warsh warned, as the era of easy money ends and interest rates rise.
31/08/2026 17:1110 min read
European stocks end mixed; DAX falls, FTSE 100 and FTSE MIB gain
European shares closed mixed as oil prices surged and yields rose. UK FTSE 100 and Italy FTSE MIB gained.
31/08/2026 15:5410 min read
Japan's Two-Year Bond Yield at 31-Year Peak, Impact on Yen Carry Trade and Bitcoin
Japan's two-year bond yield reached a 31-year peak, making the yen carry trade costlier. Bitcoin trades at $79,087.
31/08/2026 15:418 min read
Bessent says oil prices set to decline, US bond market remains strong
Bessent says oil prices will drop, US 10-year yield is at Trump-era levels, and the Fed typically avoids rate hikes during supply shocks.
31/08/2026 14:526 min read