INDEX

1610 ENTRIES · UPDATED 2026.09.30
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877 US consumer sentiment falls as rising gas prices weigh on wallets, inflation expectations tick upConsumers report feeling more dour about the US economy as rising gas prices and trade tensions weigh on personal finances and business outlooks, according to a new survey from the University of Michigan. A preliminary reading showed consumer sentiment fell to 47.8 this month, do 2026.09.11878 Bank of Japan preview: 25bp hike incomingThe market’s previous view on the BoJ tightening cycle had been that one 25bp hike would be delivered every six months. The terminal policy rate was always seen to be around 2.00%, but until recently investors expected the BoJ to take two years to get there. Since June, however, 2026.09.11879 FOMC preview: Fed set to hike 25bp in recalibration moveAfter sounding hawkish in June and then backtracking somewhat at the July FOMC press conference, Chair Warsh was under pressure to clarify the Federal Reserve’s reaction function under his leadership at Jackson Hole. He emphasised a focus on inflation, which has been above target 2026.09.11880 US: Inflation Guy’s CPI Summary (August 2026)Core CPI has been mostly boring and fairly trendless over the last 6-8 months. Not so high as to be worrisome, but not obviously declining, either. Headline CPI of course has been quite volatile, mostly due to energy prices and the war in Iran – but also recently due to food pric 2026.09.12881 Modi hosts leaders of Russia, Iran and China at BRICS summitAt the BRICS summit in New Delhi this weekend, Indian Prime Minister Narendra Modi will host Russian President Vladimir Putin, Iranian President Masoud Pezeshkian and Chinese President Xi Jinping. The leaders of 11 BRICS countries will discuss a wide range of issues. At the summi 2026.09.12882 Fed Chair Kevin Warsh under pressure to hike rates as inflation fails to cool: ‘Time to put up or shut up’Back-to-back hotter-than-expected inflation readings may disappoint the majority of US central bankers who had been counting on price pressures easing on their own, setting the table for an interest-rate hike at the Federal Reserve’s meeting next week and potentially more to foll 2026.09.12883 Week Ahead: BOJ and Fed may Pay Heavy Price if They Disappoint the MarketThe Middle East war, for which President Trump has claimed victory many times, continues to be a powerful disruptive force. Iran is not hunkering down in a defensive position but has gone on the offensive. The combination of Ukraine's success, hitting Russian refinery capacity, t 2026.09.12884 Iran and the UAE jointly backed a BRICS declaration calling for maximum restraint in the Middle East war, marking a notable diplomatic step between thIRAN, UAE BACK BRICS CALL FOR RESTRAINT Iran and the UAE jointly backed a BRICS declaration calling for maximum restraint in the Middle East war, marking a notable diplomatic step between the two sides. Iranian President Masoud Pezeshkian also met Abu Dhabis Crown Prince, their highest-level meeting since the war began, with talks focused on de-escalation, regional stability and peace efforts. 2026.09.12885 Tehran won’t surrender to the U.S., Iranian President Pezeshkian says, as India's Modi urges dialogue and peaceIranian President Masoud Pezeshkian said his country will not surrender, adding that it has resisted aggression from the U.S. and Israel. “Iran has successfully stood against Israel and the U.S.,” Pezeshkian said late Friday as he addressed a gathering of Indian religious leaders 2026.09.12886 Bahrain says won't participate in Hormuz meeting with IranBahrain said on Saturday that it would not take part in a proposed meeting in Oman between Iran and Gulf states to discuss the Strait of Hormuz, which Tehran has blockaded throughout the Middle East war. Pointing to attacks on infrastructure across the Gulf, the ministry said tha 2026.09.12887 Xi says BRICS world's most influential platform for emerging markets cooperationChinese President Xi Jinping said in New Delhi on Saturday that the BRICS cooperation mechanism has become the world's most influential platform for cooperation among emerging markets and developing countries. When addressing the Session I of the 18th BRICS Summit in New Delhi, X 2026.09.12888 Canada trade war jeopardizing key Senate battleground states for GOP, experts claimThe trade war with Canada is hurting Republicans in critical battleground states and risks throwing the Senate to Democrats, trade and political experts told The Post. But the White House says the president has a “mandate” to keep the pressure on, even as polls in Michigan, Ohio 2026.09.12

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