INDEX

1767 ENTRIES · UPDATED 2026.10.02

1657 Fed's Kashkari: Expects one more rate increase this year and another in 2027Fed's Kashkari expects one more rate increase this year and another in 2027 Kashkari hopes the Fed can curb inflation with restrained measures 2026.09.30 1658 The Role of Repos in Monetary Policy ImplementationCentral banks across the globe rely on repos to implement monetary policy and support market functioning. Market convention often defines central bank or “public” repo (and reverse repos) from the perspective of the private counterparty. For example, in the private repo market, t 2026.09.30 1659 Inside Man: How Chinese spies used lies, love and betrayal to target the Federal ReserveJohn Harold Rogers was walking Prada, his tiny spaniel, past a school bus stop in his suburban Washington neighborhood when FBI agents surrounded him. They handcuffed the former senior Federal Reserve official and took him into custody to face charges of spying for China. An agent took Prada’s leash, and investigators from multiple federal agencies began an ... 2026.09.30 1660 BOJ: Summary of Opinions at the Monetary Policy Meeting on September 17 and 18, 2026Japan's economy has recovered moderately, although some weakness has been seen in part, partly due to the impact of the situation in the Middle East. Regarding the outlook, Japan's economy is expected to continue growing moderately. This is because, although the impact of the sit 2026.09.30 1661 Japan Tankan Outline (September 2026)tables 2026.09.30 1662 Japanese Yen Outlook: USD/JPY, GBP/JPY, AUD/JPY SetupsJapanese yen crosses are sending mixed technical signals. USD/JPY and GBP/JPY are showing signs of stabilising after recent declines, although both still face nearby resistance. AUD/JPY looks less convincing, with downside momentum keeping the March low and lower support levels i 2026.10.01 1663 Japan: PMI slips to six-month low in SeptemberJapan's manufacturing sector continued to expand strongly in September, but the latest PMI survey data signalled a loss of momentum as growth of both output and new orders slowed from August. Employment growth remained solid amid strong optimism around the outlook, which helped t 2026.10.01 1664 Japan September factory growth slows to 6-month low, PMI showsJapan's manufacturing sector expanded at its weakest pace in six months in September as output and new order growth slowed, a business survey showed on Thursday. • The S&P Global Japan Manufacturing Purchasing Managers' Index (PMI) eased to 54.1 in September from 54.9 in August, 2026.10.01 1665 AU: International Trade in Goods, August 2026• The seasonally adjusted balance on goods decreased $856m in August. • Goods credits (exports) increased $1,707m (3.7%) driven by Non-monetary gold and Coal, coke and briquettes. • Goods debits (imports) increased $2,563m (5.8%) driven by ADP equipment and Non-monetary gold. tab 2026.10.01 1666 RBA Financial Stability Review October 2026The Australian financial system has a good degree of resilience. Most borrowers – households and businesses – are well positioned to manage through a period of slowing economic growth and declining housing prices. Bank lending standards have remained prudent in recent years and A 2026.10.01 1667 AUD/USD hammered by US yields and fading RBA hike betsAUD/USD has been hammered lower this week, undermined by an unwind in hawkish RBA pricing following Tuesday’s interest rate decision and softer economic data either side of it, while the US dollar has continued to feed on higher Treasury yields, sending the pair to fresh multi-mo 2026.10.01 1668 BOJ opinions and tankan both point to more rate hikes after September's moveIn case you missed it, two Japanese releases this week sharpened the debate over how quickly the Bank of Japan will raise interest rates again after its September increase to 1.25%, a 31-year high. A summary of opinions from the September meeting showed some policymakers saw a ne 2026.10.01