INDEX
1458 ENTRIES · UPDATED 2026.09.26
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Can Warsh Shrink the Fed’s Balance Sheet?The Federal Reserve’s (the “Fed”) role in financial markets changed dramatically following the 2008 Financial Crisis. Quantitative Easing (QE) and the shift to an abundant-reserves system transformed the Fed from a relatively modest market participant into one with a multi-trilli
2026.08.1498
German wholesale prices in July 2026: +5.3% compared to July 2025Wholesale selling prices in July 2026 were 5.3% higher than in July 2025. In June 2026, the year-on-year change was +4.9%, and in May 2026 it was +5.9%. The price increase in July 2026 was primarily due to the hostilities in Iran and the Middle East, which led to a rise in wholes
2026.08.1499
In July 2026, French consumer prices increased by 2.1% year-on-yearIn July 2026, the Consumer Price Index (CPI) rose by 0.6% month-on-month, following a 0.3% decrease in June. The seasonal increase in service prices (+1.6% after +0.5%) was more pronounced than in 2025, particularly for transport services (+10.9% after +0.5%) and accommodation se
2026.08.14100
US: As Older Workers Retire, Labor Costs EaseRecent trends are sending confusing signals about the health of the U.S. labor market. Since late 2025, the employment/population ratio has moved lower even as the unemployment rate has declined. This appears to be without precedent in modern history: Since 1949, for every compar
2026.08.14101
Yen stuck in twilight zoneThe yen is back in the intervention zone, but its fate now appears to rest with the Fed's policy path and hopes of aggressive hikes from the Bank of Japan, after a joint operation with the U.S. failed to stem the fragile currency's decline.The currency is on track for its worst w
2026.08.14102
Euro area international trade in goods surplus €8.6 bnThe first estimates of euro area balance showed a €8.6 bn surplus in trade in goods with the rest of the world in June 2026, compared with + €4.8 bn in June 2025. The euro area exports of goods to the rest of the world in June 2026 were €272.5 billion, an increase of 14.4% compar
2026.08.14103
GDP up by 0.4% and employment up by 0.1% in the euro areaIn the second quarter of 2026, seasonally adjusted GDP increased by 0.4% in the euro area and by 0.5% in the EU, compared with the previous quarter, according to a flash estimate published by Eurostat, the statistical office of the European Union. In the first quarter of 2026, GD
2026.08.14104
China's July new bank loans slip into contraction for second time this yearChina's total new yuan loans figure shrank by 340 billion yuan (HK$395.62 billion) in July, marking the second contraction this year after April as the economy struggles with weak credit demand, according to Reuters calculations based on data released by the People's Bank of Chin
2026.08.14105
USD/JPY: Buyers Target 160 Yen Breakout as Carry Trade DominatesThe US dollar continues to find buyers on dips against the Japanese yen despite recent intervention. The US dollar has fallen initially during trading on Thursday again, but just like we've seen over the last several days, buyers are willing to come in and test the Bank of Japan
2026.08.14106
How a niche copper trade became a real-time gauge of Trump’s next tariff moveOne specialist arbitrage trade on a metal commodity is evolving into a real-time gauge of U.S. tariff risk. Copper — seen as a broader economic barometer, with the industrial metal a key component in construction, electronics and transportation — has been on a tear for more than
2026.08.14107
USD Trades Heavier and Look for North America to Follow SuitTomorrow is the 55th anniversary of the end of Bretton Woods. R.I.P. It was an economic agreement, pegging the dollar to gold and the other currencies to the dollar, and establishing the World Bank, and the International Monetary Fund. Ultimately, however, it was political in nat
2026.08.14108
USD Trades Heavier and Look for North America to Follow SuitTomorrow is the 55th anniversary of the end of Bretton Woods. R.I.P. It was an economic agreement, pegging the dollar to gold and the other currencies to the dollar, and establishing the World Bank, and the International Monetary Fund. Ultimately, however, it was political in nat
2026.08.14