INDEX
1587 ENTRIES · UPDATED 2026.09.29
1405
Goldman calls September Fed hike very unlikely as inflation easesGoldman's call, if it proves right, would extend the reset already underway in market pricing, where hike odds for September have fallen to around 30% and the next expected move has been pushed from December to January following softer July inflation data. Hatzius's argument rest
2026.08.181406
Labour market overview, UK: August 2026Estimates for payrolled employees in the UK fell by 78,000 (0.3%) between June 2025 and June 2026. However, it was largely unchanged on the month, decreasing by 13,000 (0.0%) between May and June 2026. This is based on administrative data from HM Revenue and Customs (HMRC). When
2026.08.181407
Gold Is Giving The Australian Dollar An Extra TailwindThe Australian Dollar to US Dollar (AUD/USD) exchange rate is forecast to rise to 0.74 in three months and 0.75 over 12 months by Standard Chartered. AUD/USD was trading near 0.7114 late on Monday, up about 0.42% on the day and 6.66% in 2026. “The RBA's decision to hold its offic
2026.08.181408
Indian rupee intervention returns as USD/INR hovers near all-time highThe Reserve Bank of India (RBI) has been likely seen selling US dollars to support the rupee as USD/INR trades near record highs, extending a pattern of periodic intervention through 2026 amid persistent foreign equity outflows, elevated oil prices, and lingering US tariff fricti
2026.08.181409
Carney says talks continue over US tariffs on Canadian goodsCanadian Prime Minister Mark Carney on Monday said that he plans to speak with US President Donald Trump in the coming hours as Canada seeks to avert a new round of US tariffs on a broad range of goods. Speaking to reporters in St John's, Newfoundland and Labrador, on Canada's ea
2026.08.181410
Australian Dollar Outlook: Sentiment Rebounds, AUD/USD Nears ResistanceAustralian consumer sentiment rebounded sharply in August after the RBA held rates, although underlying weakness keeps the case for further tightening in check. Meanwhile, AUD/USD remains near 10-week highs but is showing early signs of fatigue around resistance ahead of Thursday
2026.08.181411
Shrinking the Fed’s Balance Sheet Is Easier Said Than DoneAt his Senate confirmation hearing in April, Federal Reserve Chairman Kevin Warsh reiterated his desire to shrink the size of the Fed’s holdings. “Slowly and deliberatively, I believe we need a smaller central bank balance sheet,” he said. Yet slimming the Fed’s $6.7 trillion bal
2026.08.181412
FIFA fires exec who ripped Gianni Infantino over $20 billion World Cup investment disasterAdd another point to the long list of Gianni Infantino’s post-World Cup controversies. FIFA’s chief operating officer Kevin Lamour has been fired after publicly chastising the organization’s president, Sky Sports reports. The governing body confirmed his departure in a statement
2026.08.181413
AU: Consumer sentiment improves on hopes of rates reprieveThe Westpac–Melbourne Institute Consumer Sentiment Index rose 6% to 88.9 in August from 83.9 in July. This is still a weak result and noticeably lower than the readings recorded last year. While consumers are feeling less pessimistic than last month, pessimists still outnumber op
2026.08.181414
New Zealand Economic Update: August 2026Recent data has continued to reinforce the theme that the New Zealand economy is in recovery. Though the breakdown in the Memorandum of Understanding and the associated peace process between the United States and Iran is a negative external influence for the economy, domestic act
2026.08.181415
Rates Spark: Heavy Treasuries and tight eurozone liquidityTypically, moves above 4.65% for the US 10yr have been followed by some soothing words from the Trump administration, typically centred on an imminent resolution to the war with Iran. This time, we're not hearing the same. In fact, the latest indications are for no imminent resol
2026.08.171416
British Pound Outlook: GBP/USD, GBP/AUD Face UK Jobs TestThe interest rate backdrop has swung in sterling’s favour this year, with markets moving from pricing further BoE easing towards the prospect of renewed tightening. Yet GBP/USD and GBP/AUD are showing signs of vulnerability ahead of UK employment data, which could test whether th
2026.08.17