INDEX

1492 ENTRIES · UPDATED 2026.09.28

445 Trump reignites trade wars as Americans' opinions of tariffs continue to dropAmericans are taking a very dim view of President Trump's trade wars, with clear majorities telling pollsters they do not support the president's tariffs and they believe their costs are being driven up as a result. The contrast with Canadians' views is stark. North of the border 2026.08.30 446 Will a September Hike Hurt Gold?Kevin Warsh gave a hawkish keynote at Jackson Hole on Friday and markets moved quickly to raise the likelihood of a 25 basis point hike in September. In normal times, this would be bad for gold and the debasement trade, but we’re no longer in normal times. Today’s post explains w 2026.08.30 447 Australian Dollar Outlook: AUD/USD Faces RBA-Fed Rate Tug-of-WarThe Australian dollar snapped an eight-week winning streak after Fed Chair Kevin Warsh’s hawkish Jackson Hole speech revived US rate-hike bets. Yet stronger Australian inflation and household spending have also raised expectations of another RBA hike, leaving AUD/USD caught betwe 2026.08.30 448 NZ: Over half of Shadow Board members recommend a 25-basis-point OCR hike in SeptemberThe NZIER Monetary Policy Shadow Board recommends that the Reserve Bank of New Zealand (RBNZ) continue to increase the OCR in the upcoming September Monetary Policy Statement, with just over half of the Shadow Board members recommending a 25-basis-point increase to bring the OCR 2026.08.30 449 US strikes Iranian rocket launchers on the Strait of Hormuz in first military action in weeksU.S. forces struck Iranian rocket launchers on the Strait of Hormuz in their first military action in a month on Sunday, breaking a lull in fighting during an intermittent war that has lasted more than six months. Iran swiftly vowed to retaliate for what it called a deadly attack 2026.08.30 450 Japan: Preliminary Report on the Current Survey of Commercetables 2026.08.30 451 Japan: Indices of Industrial Production for July, 2026 (Preliminary Report)tables 2026.08.30 452 A backward, less foggy FedAs fog enveloped the Tetons in Jackson Hole, it lifted slightly from the Fed as Kevin Warsh finished his highly anticipated speech. Before the speech, the market expected the probability of a September hike to be 35%, but two hours later it was 55%. A hike became more likely, but 2026.08.31 453 Pentagon Grabs 35% Equity Stake In Venezuelan Oil As Trump Vows To "Fill Up" The SPRVenezuelan President Delcy Rodriguez on Saturday evening unveiled further details of the grand US oil deal that was announced by President Trump on Friday, detailing that her country will receive about $19 per barrel of oil produced under the long-term energy deal. Rodriguez, who 2026.08.31 454 ANZ New Zealand Business Outlook: Holding upBusiness confidence fell 2 points in August to 54, while expected own activity eased 1 point to 48. Both are at very high levels. • Reported past activity was up another 6 points to 16, led by services. • Inflation indicators were mixed. Inflation expectations lifted from 3.14% t 2026.08.31 455 AU Financial Aggregates July 2026The table below presents a summary of the latest financial aggregates statistics. table All growth rates for the financial aggregates are seasonally adjusted, and adjusted for the effects of breaks in the series. Data for the levels of financial aggregates are not adjusted for se 2026.08.31 456 Business Indicators, Australia, June 2026Seasonally adjusted, current price estimates for: • Company gross operating profits rose 1.8% • Wages and salaries rose 1.4% Seasonally adjusted, chain volume estimates for: • Inventories fell 0.2% • Sales of goods and services rose in 9 industries and fell in 6 industries. Busin 2026.08.31