INDEX

1708 ENTRIES · UPDATED 2026.10.01

1309 Zelenskyy says Ukraine ready for ‘energy ceasefire’, calls for trilateral meeting with Putin, TrumpUkrainian President Volodymyr Zelenskyy has called on U.S. President Donald Trump to organize a trilateral meeting with Russian President Vladimir Putin, saying the world leaders need to move “as quickly as possible” to bring an end to the war. Zelenskyy spoke with Trump on the s 2026.09.23 1310 UK output growth softens in September, while inflationary pressures intensifySeptember data highlighted an upturn in UK private sector business activity for the third consecutive month, but the pace of expansion eased to the weakest seen over this period. This reflected a loss of momentum in both the manufacturing and service sectors. Meanwhile, the rate 2026.09.23 1311 ECB's Makhlouf: Not Seeing Second-Round Effects Yet - RTE RadioECB's Makhlouf: Not Seeing Second-Round Effects Yet - RTE Radio - If Energy Costs Feed Through, ECB Will Have To Act - Uncomfortable With ECB Outlook For Inflation Over 3% 2026.09.23 1312 How Much Can Brazil’s Real Strengthen?Brazil’s election in less than two weeks is a dead heat between Lula and Bolsonaro. In yesterday’s post, I made the point that the Real has been trading way better than most of its emerging market (EM) peers, thanks to Brazil’s status as the world’s preeminent commodity exporter. 2026.09.23 1313 EUR/JPY: Bulls Target 182 While 178 Support HoldsThe interest rate differential continues to be a major development in this pair, as with all the other JPY-denominated markets. The euro has been very noisy against the Japanese yen during the trading session on Tuesday as traders continue to try to determine where the interest r 2026.09.23 1314 Greenback is BidThe US dollar is strongest against all the G10 currencies and most emerging market currencies today. The euro has approached $1.14, despite firmer than expected preliminary September PMI. Japan’s markets re-open tomorrow for the first time this week, and the market has taken the 2026.09.23 1315 Iran says Trump’s threats a sign of ‘strategic desperation,’ floats conditions for Hormuz reopeningIran’s military on Wednesday described U.S. President Donald Trump’s threats to annihilate Tehran as “a sign of strategic desperation,” warning the country stands ready to inflict strikes “more crushing” than earlier in the nearly seven-month conflict. The combative message, whic 2026.09.23 1316 Australia's Labor Market Cools Too Slowly to Soften a Hawkish RBAAustralian employment fell by 15,600 in a single month as part-time jobs dropped by 32,200, their weakest showing in four months. Even so, the Australian labor market is cooling too slowly to shift a hawkish Reserve Bank of Australia, with unemployment at 4.5% after more than two years of gradual increases. That rate is still below its long-term average, ... 2026.09.23 1317 Nothing can harm eurozone growth (it seems)This PMI report must be music to Europe’s ears. It is the figure most often cited as evidence of the eurozone's resilience. The eurozone composite PMI came in at 53.1 in September, from 52.0 in August. Despite the latest escalation in the Middle East, surging oil prices, rising i 2026.09.23 1318 US business growth surges to fastest for over five years and job gains accelerate, but price pressures also intensify amid spike in costsUS business activity growth accelerated for a fourth successive month in September to reach the fastest rate for over five years. A further surge in service sector business activity was accompanied by a renewed improvement in manufacturing output growth. Employment also rose shar 2026.09.23 1319 Barr: A Long-Term View on the Costs of ShelterThank you for the opportunity to speak to you.1 My interest in access to affordable housing spans several decades. During my career, I have worked on housing and mortgage market reform and promoted access to credit for low- and moderate- income (LMI) households. I've seen firstha 2026.09.23 1320 Fed Hike Pressures Gold as Record Chinese Imports Support DemandSpot gold fell 0.6% to $4,329.31 per ounce at 0623 GMT on 23 September, and December US gold futures slipped 0.2% to $4,366.90, Reuters reported. The dollar held near a two-month high, raising the local-currency cost of dollar-priced bullion for buyers outside the US. Silver, pla 2026.09.23