INDEX
1455 ENTRIES · UPDATED 2026.09.26
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Why Washington Sold Euros to Save the YenThe United States joined Japan's currency defense last week. It paid for it in euros, and Europe was not part of the conversation. On Friday, July 31, the Federal Reserve Bank of New York bought yen on behalf of the U.S. Treasury. According to the Financial Times, whose report wa
2026.08.1226
easyMarkets Reports More Cautious Trading as Gold and Oil Lead Q2 ActivityRetail traders adopted a more defensive approach during the second quarter of 2026 as geopolitical tensions and mixed macroeconomic signals created uncertainty across global markets, according to easyMarkets' latest quarterly trading review. While Gold remained the most traded in
2026.08.1227
easyMarkets Reports More Cautious Trading as Gold and Oil Lead Q2 ActivityRetail traders adopted a more defensive approach during the second quarter of 2026 as geopolitical tensions and mixed macroeconomic signals created uncertainty across global markets, according to easyMarkets' latest quarterly trading review. While Gold remained the most traded in
2026.08.1228
US CPI Chips Away At Hike PricingUS CPI came and went with little market fanfare. Core inflation landed on the generous side of consensus at 0.215% m/m SA as core goods and core services inflation picked up. Pricing for the September FOMC meeting slipped and now sits at just 10bps, down sharply from a peak of 27
2026.08.1229
Rates Spark: Inflation is and isn’t the issueThere was no big market reaction to the benign CPI report for July. Market break-evens have been discounting a benign inflation story for some time now, with break-evens comfortably below the 2.5% printed for core inflation. Still, it was a good number, and better for the front e
2026.08.1230
UK Residential Market Survey July 2026The July 2026 RICS UK Residential Market Survey results point to little change in the overall subdued narrative reported over recent months, with metrics on buyer demand and sales still languishing in negative territory. That said, short-term sales expectations have become gradua
2026.08.1231
New things are comingalmost there...
2026.08.1232
US Dollar Bounce Looks Vulnerable, EUR/USD Respects Resistance for NowWhile the dollar is retracing higher for now, bulls are making hard work of the gains – and clues from the weekly chart suggest further losses could await as the year progresses. We may have seen a significant high in the week of June 22, with a double top and bearish engulfing w
2026.08.1233
Japan: Monthly Report on the Corporate Goods Price Index (Preliminary Figures for July 2026)tables
2026.08.1234
US: Tailing 10Y Auction Prices At Highest Yield Since 2007When discussing yesterday's stellar 3Y auction, we said that the impressive demand for 3 year paper indicated that nobody was worried about today's CPI print... and as we learned this morning, that was justified, since the CPI came in right as expected. And since inflation is tam
2026.08.1335
RBA Kent: The Restrictive Stance of Monetary PolicyThank you to Reuters and LSEG for the opportunity to speak today. The Monetary Policy Board sets the level of the cash rate that it judges will achieve low and stable inflation and full employment. The cash rate affects economic activity, employment and inflation through its infl
2026.08.1336
Japan's wholesale inflation spikes in July, bolsters rate-hike chanceJapan's annual wholesale inflation continued its surge in July, data showed on Thursday, highlighting broadening price pressures and reinforcing market expectations of an interest rate hike in September. The producer price index rose 7.2 per cent in July from a year earlier, afte
2026.08.13