INDEX

1463 ENTRIES · UPDATED 2026.09.26

253 Labour Force, Australia, July 2026In seasonally adjusted terms, in July 2026: • the employment-to-population ratio decreased 0.2ppt to 63.9%. • the unemployment rate was 4.5%. In trend terms, in July 2026: • the employment-to-population ratio remained at 63.9%. • the unemployment rate was 4.5%. tables For the Jun 2026.08.20 254 Gold, silver surge as Treasury fans embers of dollar debasement tradeYesterday, I argued that the US dollar was likely to be the key variable in determining whether the breakouts seen in gold and silver earlier this month would extend further or reverse. Less than 24 hours later, we got our answer. The dollar was absolutely shellacked on Wednesday 2026.08.20 255 Trump announces ‘most crushing economic operation ever’ against IranUS President Donald Trump has again threatened Iran with unprecedented economic action, accusing Tehran of failing to seize an opportunity to reach a deal as talks aimed at ending the more than five-month conflict between the two countries remain deadlocked. In a post on Truth So 2026.08.20 256 Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage GainsThe headline U.S. unemployment rate has been falling for several months, but a closer look at who is leaving the workforce – and who isn’t entering or returning to it – reveals why average wages are stagnating, and why labor markets aren’t a source of inflationary pressure. In la 2026.08.20 257 How did U.S. debt hit $40 trillion? Here's what to knowTotal public debt hit $40 trillion Wednesday, faster than expected. There is a lot to unpack about the national debt, which is easily misunderstood. Here's a starter guide to what's happening with the national debt right now. There are many ways to measure the national debt. This 2026.08.20 258 Australia jobless rate hits near 5-year high of 4.5% in JulyAustralian employment unexpectedly fell in July and the jobless rate hit its highest point since late 2021, data showed on Thursday, adding to signs of a cooling labour market and easing pressure for another interest rate hike. The report sent the Australian dollar down 0.2% to $ 2026.08.20 259 EUR/USD breakout puts dollar pressure valve in focusThe dollar was absolutely hammered on Wednesday as the US Treasury stepped in to support the long end of the bond market, announcing it will double planned buyback sizes for 10 to 30-year debt to at least $4 billion per operation. While the increase is slated to run through to ea 2026.08.20 260 Pound Rallies As UK Inflation Jumps AgainGBPUSD is pushing higher today with the pair now back at its highest level since May. The move comes amidst a weakening in the US Dollar this week ahead of tonight’s FOMC minutes and UK data today showing that inflation remains elevated. UK CPI Rises Again Focusing on the UK data 2026.08.20 261 Hong Kong conglomerate seeks $1.5 billion in damages from Panama for takeover of canal portsHong Kong conglomerate CK Hutchison said Thursday it was seeking more than $1.5 billion in damages from Panama after the country seized two canal ports caught in the crosshairs of U.S.-China tensions. CK Hutchison said in the statement that it had begun new arbitration proceeding 2026.08.20 262 Major Currencies Diverge as Economic Data Drives Shifting Market Sentiment | 20th August, 2026Major currency markets moved in different directions as investors responded to a fresh round of domestic and regional economic signals. The Australian Dollar weakened after disappointing labor data showed unemployment rising to 4.5%, while the Japanese Yen remained under pressure 2026.08.20 263 Deutsche Bank sees 4 reasons Treasury buyback move is US dollar negative (ps. Fed hike too?)Deutsche Bank has offered a pointed read on the US Treasury's surprise announcement to sharply increase buybacks of long-end government debt, arguing the move is best understood as a form of financial repression that carries clear negative implications for the dollar. In a note r 2026.08.20 264 Trump bemoans Fed interest rate policy, says U.S. should be paying much lessPresident Donald Trump on Wednesday expressed frustration that the Federal Reserve isn’t cutting interest rates, insisting that solid economic data shouldn’t stop the central bank from adopting an easier policy stance. As he has done in the past, Trump accused Fed officials of ha 2026.08.20