INDEX

1459 ENTRIES · UPDATED 2026.09.26

157 How much housing demand in the US still lives at home?How much housing demand in the US still lives at home? For decades, the housing market served as America’s economic bellwether—a leading indicator that signaled where the broader economy was headed and a powerful engine of growth. But since 2022, housing has undergone a quiet dem 2026.09.23 158 Mohamed El-Erian: US rate rises shouldn't be only game in townMohamed El-Erian, Allianz chief economic adviser, joins 'Squawk on the Street' to discuss markets, why he says rate rises shouldn't be the only game in town, and more. 2026.09.23 159 Trump discloses more than 1,100 July trades, including up to $25 million each in sales of Microsoft, AmazonPresident Donald Trump disclosed, in a filing released Tuesday, more than 1,100 securities transactions made on his behalf in July, including sales of as much as $25 million each of Microsoft and Amazon shares, as his sprawling investment portfolio underwent another month of heav 2026.09.23 160 Why Central Banks Are Raising Rates AgainCentral banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB and Bank of Japan. 2026.09.23 161 Fed’s Barkin ‘open’ to possibility of inflation declining ‘in short order’Federal Reserve Bank of Richmond President Thomas Barkin said Tuesday that inflation could decline “in short order,” but he acknowledged prices could remain elevated amid the Iran war. “I’m open to the possibility that inflation could come back down in short order,” Barkin told t 2026.09.23 162 Rates Spark: Asymmetric relationship between oil and ratesOil prices have eased from the recent highs, but the short end of the euro curve sticks to a relatively hawkish outlook. The last time oil hovered around $100, the 2Y swap rate was some 20bp lower. This is a familiar pattern, whereby up and down movements in oil have an asymmetri 2026.09.22 163 US Envoy Witkoff: Held Lengthy Talks With The Iranian Delegation Through Mediators, hopes the talks prove constructive and promisingU.s. Envoy Witkoff Says He Held Lengthy Talks With The Iranian Delegation Through Mediators, Who Will Continue Their Work, Adding That He Hopes The Talks Prove Constructive And Promising 2026.09.22 164 USD/JPY and USD/CHF Could Diverge as CHF/JPY Approaches ResistanceThe US dollar is delivering a mixed performance across FX majors, with USD/CHF retaining a strong bullish structure while momentum on USD/JPY begins to fade. CHF/JPY may provide an additional clue, as its countertrend rally approaches a resistance cluster that could favour renewe 2026.09.22 165 AU: September sees output growth ease to three-month lowAlthough September 'flash' PMI® data from S&P Global indicated a fourth successive month of expansion in Australian private sector output, the upturn slowed to a modest rate that was the weakest seen across the third quarter. A fresh fall in export business weighed on growth in o 2026.09.22 166 How Weak is the Brazilian Real?When the war with Iran first began, I published a post outlining what this would mean for markets. My thesis was that the war with Iran was similar to 2022 when Russia invaded Ukraine. That spiked oil and food prices, lifting the terms of trade of commodity exporters across emerg 2026.09.22 167 Federal Reserve’s Collins says tighter policy needed as inflation risks riseFederal Reserve Bank of Boston President Susan Collins reiterated her support for the central bank's latest policy tightening on Tuesday, arguing that a higher interest rate trajectory is necessary to steer persistent price pressures back toward the official target. Writing in a 2026.09.22 168 API: Crude: +1.786M, Cushing: +2.082M, Gasoline: -2.16M, Distillates: -2.164MAPI: Crude: +1.786M Cushing: +2.082M Gasoline: -2.16M Distillates: -2.164M 2026.09.22