Q2 inventory drawdown to weigh on Australian GDP
Private non-farm inventories fell 0.2% in Q2, subtracting 0.3pp from GDP, while credit and profits missed forecasts.
31/08/2026 01:519 min read
Macro Rates
China August Manufacturing PMI Edges Up to 49.8, Beats Forecast
China's official August manufacturing PMI came in at 49.8, above the 49.7 forecast and the prior 49.2. Non-manufacturing PMI was 49.0 and composite PMI was…
31/08/2026 01:432 min read
ANZ survey: New Zealand business confidence slides to 53.7 in August (was 56.1)
New Zealand business confidence fell to 53.7 in August from 56.1, according to the ANZ survey.
31/08/2026 01:122 min read
Goldman Sachs holds firm on Fed rate pause after Warsh's hawkish remarks
Goldman Sachs maintains its view that the Fed will hold rates steady in September, as inflation data is unlikely to justify a hike despite Warsh's hawkish tone.
31/08/2026 00:3113 min read
Japan's industrial output and retail sales beat forecasts in July
Japan's industrial output and retail sales beat forecasts in July, but manufacturers expect a September decline.
31/08/2026 00:1315 min read
ASB preview: Path of least resistance points to RBNZ 25bp hike
ASB expects RBNZ to hike 25bp on Wednesday and signal at least one more hike, with OCR peak near 3.3%.
30/08/2026 23:4416 min read
Split NZIER Shadow Board leans towards RBNZ rate hike this week
NZIER's Shadow Board reports a majority recommending a 25bp OCR hike to 2.75% on Wednesday, but several members prefer holding at 2.50%.
30/08/2026 22:2114 min read
Kevin Warsh's hawkish Jackson Hole speech lifts September rate hike odds, pressures stocks
Following hawkish remarks from Fed Chairman Kevin Warsh at Jackson Hole, implied probability of a September rate hike rose to 58%, pressuring equities.
30/08/2026 21:3115 min read
Asia calendar: China official PMIs due on 31 August 2026
China releases August official PMI data on Monday, with manufacturing consensus at 49.6.
30/08/2026 20:247 min read
Grayscale Research Says Government Debt Fuels 'Debasement Trade,' Boosting Bitcoin
Grayscale research links rising U.S. debt to a debasement trade that will benefit bitcoin, citing Treasury buyback moves.
28/08/2026 20:578 min read
Wall Street ends lower as rate hike expectations grow
US stocks ended lower Wednesday after the Fed signaled a September rate hike, with small caps leading declines.
28/08/2026 20:416 min read
September's Perilous Pattern Engulfs Bitcoin, Bonds, Stocks
Bitcoin nears $80,000 as September midterm risks loom, with the Fed debating a rate hike and US stocks near highs.
28/08/2026 19:5613 min read
Payroll benchmark revision cuts 79,000 jobs from count
A preliminary benchmark revision to non-farm payrolls removed 79,000 jobs, contrary to expectations of a gain.
28/08/2026 18:512 min read
Goolsbee echoes Warsh: Inflation is Fed's top concern
Goolsbee agrees inflation is the main issue and backs steady rates at July FOMC.
28/08/2026 17:012 min read
Dollar-yen climbs through 100-day MA as Powell comments support rally
USDJPY broke above its 100-day MA and 160.00, reaching 160.15, backed by hawkish Fed comments and rising US yields.
28/08/2026 17:016 min read