INDEX

1591 ENTRIES · UPDATED 2026.09.29

1429 Gold – Happy 55th anniversaryAugust 15th 1971, was the day that Nixon took the U.S. off the gold standard and initiated the start of irresponsible government spending! I’m not a gold bug, but I wear lots of gold jewelry. That’s not speculative, but it’s nice to have the utility and the long-term appreciation 2026.08.17 1430 CFI hires ATFX exec Francois du Plessis, replacing Zihaad Israfil as South Africa CEOFNG has learned that leading Dubai based online brokerage firm CFI Financial Group has hired Francois du Plessis as CEO of CFI South Africa. CFI received a South Africa FSCA license in mid 2024, and launched operations in the country later that year. Francois du Plessis replaces 2026.08.17 1431 Canadian CPI (July) — Is Core Still a Bore?Canadian inflation came in as expected in July, although a bit warmer on the core metrics. Headline inflation rose to 3.0% y/y from 2.8% y/y in the prior month, not surprising given the rebound in gas prices in the month as U.S.-Iran tension flared up again. That should prove sho 2026.08.17 1432 Japan is trying to inflate away its debtIt is time again to look east to Nihon the land of the rising sun as several of our main economic themes are in play there this morning. Of course with a Japanese twist. We can start with the latest economic growth figures. Japan’s economic growth in the April-June quarter fell s 2026.08.17 1433 US: Affordability Pressures Keep Builder Confidence LowBuilder sentiment remains muted from economic and geopolitical uncertainty, elevated mortgage rates and rising construction costs. Builder confidence in the market for newly built single-family homes inched up one point to 35 in August, according to the National Association of Ho 2026.08.17 1434 China’s growth imbalance worsened with domestic activity slowing in JulyFixed asset investment (FAI) dropped to -6.7% year-on-year, year-to-date over the first seven months of the year, down from -5.7% YoY in the first half of 2026. The reading once again undershot market expectations (market: -6.2%, ING: -6.3%) and marked the lowest level since Apri 2026.08.17 1435 Empire State Manufacturing SurveyBusiness activity grew strongly in New York State in August, according to firms responding to the Empire State Manufacturing Survey. The headline general business conditions index rose five points to 20.6, its highest reading in more than four years. New orders and shipments post 2026.08.17 1436 Canada's international transactions in securities, May 2026Foreign investors purchased $7.9 billion of Canadian securities in May, down from a sizable $46.9 billion investment in April. Meanwhile, Canadian investors acquired $22.3 billion of foreign securities, following a divestment of $11.4 billion in the previous month. As a result, i 2026.08.17 1437 Canada Consumer Price Index, July 2026The Consumer Price Index (CPI) rose 3.0% year over year in July, following a 2.8% gain in June. On a year-over-year basis, higher prices for gasoline and travel tours in July contributed to the acceleration in the headline CPI. Moderating the faster price growth was a deceleratio 2026.08.17 1438 Yen: Why Bessent backs himself for successful interventionUnlike the 1990s and early 2000s, intervention in major FX pairs is exceptional. And the late July joint intervention between Washington and Tokyo was the first such yen-buying exercise since the Asian FX crisis in 1998. Bessent will have committed a lot of political capital to t 2026.08.17 1439 US Dollar's Losses Extended, but Stabilizing Ahead of the North American SessionThe US dollar continues to trade heavily after the series of softer than expected data since the loss of US jobs in July. The stabilization of price pressures and the decline in retail sales have seen the market downgrade the chances of a rate hike next month. At the end of July, 2026.08.17 1440 USD/CHF: US Dollar Choppy in Carry Trade with FrancThe US dollar rallied to kick off the trading session on Friday but has since pulled back a bit to continue the choppy behavior we have seen in the USD/CHF pair for some time now. The US dollar initially tried to rally during the trading session on Friday but turned around to sho 2026.08.17