INDEX
1546 ENTRIES · UPDATED 2026.09.29
1249
The Fed's preferred measure of inflation is changingThe personal consumption expenditures index for July, out next week, will be the last PCE report of its kind. The Bureau of Economic Analysis is adjusting how inflation is calculated — a curious change coming at a critical time, as the Federal Open Market Committee becomes increa
2026.08.211250
RBI seen selling dollars to support rupee as USD/INR holds steadyThe intervention fits a well established pattern for the RBI through 2026, stepping in periodically to smooth volatility rather than defend a specific level, typically when USD/INR approaches its record highs. That USD/INR is little changed despite the reported dollar sales sugge
2026.08.211251
Japan headline inflation rate hits highest this year as energy prices biteJapan’s headline inflation rate hit 1.9% in July, the highest level this year, as energy costs increase amid the Iran war. Core inflation — which strips out prices of fresh food but includes energy — was in line with expectations, coming in at 1.8%. Energy prices rose for the fir
2026.08.211252
NZ credit card summarySeasonally adjusted total billings in New Zealand were $4.6 billion in July-26. Annually, this was an increase of 5.3 percent from July-25. (Figure 1) • Seasonally adjusted domestic billings on New Zealand issued cards were $4.0 billion in July26, up 0.9 percent from June-26, and
2026.08.211253
'We're very close,' Canada's LeBlanc says of tariff deal after hours-long meeting with U.S. officialsCanada-U.S. Trade Minister Dominic LeBlanc held what is believed to be his longest meeting to date with American officials in Washington as both sides push to finalize a deal that will deliver tariff relief for hard-hit Canadian industries and restore U.S. alcohol sales in provin
2026.08.211254
USD/CHF bears stir as franc haven demand returnsThe Swiss franc’s credentials as the last true bastion of safe-haven status in the FX universe have been reinforced by events this week. On Wednesday, the franc was the best-performing G10 currency by some distance following the US Treasury’s announcement that it would double the
2026.08.211255
Walmart: Used $3 Billion Tariff Refund to Cut PricesWalmart received $3 billion in tariff refunds and used the money to cut prices on 11,000 items, particularly groceries and general merchandise, the retailer said in its quarterly earnings report. Walmart's refund comes after the Supreme Court ruled this year that President Donald
2026.08.211256
Japan’s historic yen intervention has ‘turbo-charged’ the carry tradeJapan’s historic effort to prop up the yen may have had an unintended consequence: giving some investors a better opportunity to double down on carry trade. Japanese investors net bought more than 5 trillion yen of foreign equities and long-term bonds over the two weeks ended Aug
2026.08.211257
Japanese business activity expands at quickest rate for six months in AugustBusiness activity continued to rise across Japan's private sector in August, according to the latest S&P Global Flash PMI® data, with the rate of growth accelerating to a six-month high. This was supported by a steeper increase in new orders, while business confidence for the yea
2026.08.211258
Europe’s new energy scare: Crisis or false alarm?A recent note from RBC European Macro Strategy argues that Europe may be transitioning from an oil shock to a natural gas shock, with potentially important implications for inflation and monetary policy. The note highlights European gas storage levels of roughly 60% compared with
2026.08.211259
Bessent's Game of Chicken with the Bond VigilantesThe Treasury Department’s extraordinary announcement to unexpectedly boost buybacks of longer-term bonds has only temporarily interrupted the rise in yields. Yesterday, the Treasury announced that is at least doubling the size of liquidity support buyback operations for longer da
2026.08.201260
Growth of Australian private sector softens as cost environment becomes more challenging in AugustBusiness activity across Australia's private sector increased for the fourth time in five months in August, according to 'flash' PMI®data from S&P Global. The expansion was concentrated in the service sector amid a slight dip in manufacturing output. Growth in overall new orders
2026.08.20