INDEX

1516 ENTRIES · UPDATED 2026.09.28

625 The big August jobs report is due out Friday. Here’s what to expect for what has been a jobless summerThe August jobs report set to be released Friday is expected to put the final touches on what has been a relatively jobless summer. If expectations hold, the Bureau of Labor Statistics count will show growth of just 53,000 in nonfarm payrolls, according to the Dow Jones consensus 2026.09.03 626 Bob Iger’s future ‘ownership’ of LA Lakers has been exaggerated in $12.5B dealMedia reports of Bob Iger’s future “ownership” of the Los Angeles Lakers appear to have been greatly exaggerated, On The Money has learned. Three weeks ago, a flurry of headlines from major outlets – the New York Times, the Wall Street Journal, the LA Times, you name it – reporte 2026.09.03 627 Forex Is Becoming More Like Crypto Without Moving Onto a BlockchainForeign exchange and cryptocurrency have long existed in different aspects of the financial world. The Forex market is focused on the national currencies, central banks and established financial institutions. Crypto was built on the concepts of decentralized networks, digital wal 2026.09.03 628 The Australian Dollar thanks Waller's comments, which sink the USDThe Australian Dollar rises against the US Dollar on Thursday as Fed Governor Waller turns moderately dovish ahead of the September meeting, even as Oil prices rise due to a resumption of hostilities in the Middle East. The AUD/USD trades at 0.7200, up 0.44%. Sentiment remains up 2026.09.03 629 USD/JPY Unwind Accelerates as Suspected Intervention, Fed Hike Doubts CollideA combination of suspected intervention from Japan’s Ministry of Finance, coupled with less hawkish remarks from senior FOMC officials that contrast with those delivered by Chair Kevin Warsh at Jackson Hole last Friday, has helped deliver a powerful bearish break in USD/JPY, send 2026.09.04 630 Gold Stopped Falling as the Yen Turned. That's No CoincidenceHave the markets turned a corner? Long-dated Treasury bonds fell back to the bottom of August’s range and stopped there yet again. The bellwether S&P 500 clung to the top of the range that has contained it since July, avoiding a deeper reversal by a hair, and the tech-heavy Nasda 2026.09.04 631 U.S. Inflation – A Tale of CrosscurrentsAfter reaching a four-year high of 4.2% year-over-year in May, CPI inflation has fallen to 3.4% as of July (Chart 1). The easing in price pressures has largely been driven by some easing in energy prices, with fading tariff passthrough also providing some relief. This is welcome 2026.09.04 632 Is AI Impacting Global Labor Markets?As companies integrate artificial intelligence (AI) tools into their operations, the effects on hiring are starting to show up in the economic data for some industries and workers around the world, according to Goldman Sachs Research. The timing and extent of AI’s impact on job m 2026.09.04 633 Our latest views on the major central banksWe had been in the camp that felt the Fed could wait it out and inflation would return to 2% within the next 12 months. However, Chair Kevin Warsh’s Jackson Hole speech suggested he is minded to take action, given inflation has run too hot for too long in an environment of full e 2026.09.04 634 Rates Spark: A short sigh of reliefDovish comments by the Fed’s Waller sent rates lower on Thursday. He was more inclined to keep rates on hold, citing some signs of disinflation, but also pointed to the remaining data ahead in the next two weeks with a nod to the CPI release. A stronger ISM services report then p 2026.09.04 635 Vance says Fed should lower interest rates: ‘Would be nice to have some help’The Federal Reserve should cut interest rates to make homes more affordable, Vice President JD Vance said Thursday, adding to the pressure President Donald Trump has placed on the central bank to cut borrowing costs. The remarks came days after Trump’s handpicked Fed chair, Kevin 2026.09.04 636 New orders in manufacturing in July 2026: +2.5% on the previous monthReal (price adjusted) new orders in manufacturing were up 2.5% in July 2026 month on month after seasonal and calendar adjustment, according to provisional figures of the Federal Statistical Office (Destatis). When large-scale orders are excluded, new orders were 1.4% lower than 2026.09.04