INDEX

1481 ENTRIES · UPDATED 2026.09.27

337 USD/JPY weekly outlook: Bessent, Warsh and a very confused curveThe Japanese yen notched up a rare win against the US dollar last week, aided by the very same forces that have contributed to its persistent weakness over recent years. Attempts by the US Treasury to limit the rise in long-dated US bond yields weighed on the dollar initially. Ho 2026.08.23 338 Warsh to Make First Jackson Hole Speech as Fed ChairInvestors are looking for Kevin Warsh to clarify his views on how the US central bank should react to stubborn inflation when the Federal Reserve chair speaks on Friday at the annual gathering in Jackson Hole, Wyoming. It's not entirely clear he will deliver. The chairman's commu 2026.08.23 339 Kashkari says inflation could be extended "the longer there's back and forth" in Canada tariff fightNeel Kashkari, president of the Federal Reserve Bank of Minneapolis, said Sunday that the tariff fight with Canada could extend U.S. inflation, should the tense trade dynamic that came to a head in recent days between the historically allied countries continue. "The longer there' 2026.08.23 340 Australian Dollar Outlook: AUD/USD Faces Inflation, Fed and Jackson HoleThe Australian dollar not only rallied for an eighth consecutive week – its best run since December 2020 – but the move also accelerated to mark its strongest week in 18. AUD/USD now sits within striking distance of 72c at an 11-week high. The US Treasury’s surprise buyback plan 2026.08.23 341 NZ Retail Trade Survey: June 2026 QuarterFor the June 2026 quarter compared with the March 2026 quarter, unless otherwise stated: • the total volume of seasonally adjusted retail sales was $26 billion, down 0.5 percent • the total value of seasonally adjusted retail sales was $33 billion, up 0.9 percent ($301 million) • 2026.08.23 342 Canada-US Trade: Talks Break Down, Tariffs Headed Up as the Tit-for-Tat Trade War EscalatesNegotiations to stave off another round of US tariffs on Canadian goods, in this case a 50% tariff on roughly 5% of Canada's exports, broke down on Friday night, as the two sides were unable to find common ground on a deal to forestall those tariffs, and soften some existing levi 2026.08.23 343 Goldman flags China stimulus risk as growth slips further below targetChina's economic growth slipped further below Beijing's annual target in the early weeks of the third quarter, according to Goldman Sachs, reviving expectations that policymakers will need to step up monetary easing even as officials have so far only floated incremental measures. 2026.08.24 344 FX Futures Positioning: USD Falls, CAD Strengthens, JPY Shorts Return | COT ReportWhile the reduction in net-long exposure to the US dollar continued, its pace doesn’t appear as fast as it should. With net-long exposure at $34.3 billion, it remains just $14.2 billion below its 11-year peak, and most of the long covering occurred in the first of the past three 2026.08.24 345 Florida Man Grabs $22K in Gold From Mall Kiosk, Then Shows Up at a Pawn Shop, Deputies SayA Florida man accused of grabbing more than $22,000 worth of gold jewelry from a mall kiosk did manage to get out of the building with his haul. Putting considerably more distance between himself and the jewelry proved more complicated. The Martin County Sheriff's Office released 2026.08.24 346 Carney warned about economic coercion. Now Trump is testing the Canadian prime ministerMark Carney drew international attention as Canada’s prime minister by warning that middle powers must resist economic coercion by more powerful countries. Now President Donald Trump is putting that warning to the test with sweeping new tariffs that could show how much economic p 2026.08.24 347 NZ main opposition party pledges to restore RBNZ dual mandate on employment if electedWestpac's analysis suggests markets should not assume an automatic policy shift from a reinstated employment mandate, since its practical effect depends heavily on the nature of the shocks the economy faces rather than the mandate wording itself. In a typical demand-driven cycle, 2026.08.24 348 Treasury Secretary to announce Iran sanctions as Tehran dismisses economic warfare threatTreasury Secretary Scott Bessent will hold a press conference Monday to announce sanctions against Iran that he described to CNBC as the greatest campaign of “coordinated economic isolation in the history of the world.” “At dawn begins an economic D-Day — the single greatest fina 2026.08.24