INDEX
1460 ENTRIES · UPDATED 2026.09.26
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How to monitor the persistent tightness in the US labor marketThe US labor market has improved in 2026, adding an average 80,000 new jobs a month compared to less than 10,000 a month in 2025— highlighting our view on why it’s hard to bet against the US economy. We continue to expect the job market will remain tight even as the Federal Reser
2026.09.22218
RBA Gov. Bullock: Supply shocks pose challenges for monetary policyRBA Gov. Bullock: Supply shocks pose challenges for monetary policy RBA Gov. Bullock: Monetary policy needs to tackle second-round inflation effects
2026.09.22219
Rates Spark: Time not on France’s sideEUR rates started the week better supported, which was mostly owing to oil prices sinking towards US$100/bbl and taking front to intermediate rates lower alongside. Risk sentiment also improved on the back of these developments. Within the European government bond space, this has
2026.09.22220
US-Iran deal hard to come by: QatarQatar is working to help secure a short-term agreement between the US and Iran to restart negotiations and pave the way for broader regional talks, but the path to a deal remains fraught, a senior Qatari official said on Monday. "Any agreement right now is not going to be a final
2026.09.22221
NZ: Preview of Pre-Election Economic and Fiscal UpdateThe Treasury will release the Pre-Election Economic and Fiscal Update (PREFU) on 29 September (1pm NZT). The PREFU, which is required under the Public Finance Act, will update the economic and fiscal forecasts contained in Budget 2026, reflecting the latest economic and fiscal in
2026.09.22222
Five things to watch for the Trump-Xi summitMany in China sound far more optimistic than those in the U.S. about the bilateral relationship, ahead of a highly anticipated summit this week. It reflects Beijing’s growing confidence, after China was the first major economy to retaliate against the Trump administration’s “Libe
2026.09.22223
RBA's Hunter says rates may need to rise again as inflation risks stay tilted higherThe Reserve Bank of Australia's chief economist said the Bank may need to raise interest rates for a fourth time this year, adding weight to market expectations of a hike as soon as next week, Reuters reported. Assistant Governor Sarah Hunter, appearing on the 9Now podcast The Pa
2026.09.21224
Gold Holds Firm Despite Stronger US Dollar and Hawkish FedGold has held up remarkably well despite a stronger US dollar, rising rate expectations and increasingly hawkish Fed rhetoric. With DXY momentum beginning to fade near resistance, a short-term dollar pullback could provide gold with room to rebound. While the Fed delivered a hawk
2026.09.21225
ECB's Lane: EZ Economy Should Continue Growing At Steady But Moderate Pace If Energy Shock Does Not IntensifyECB's Lane: Eurozone Economy Should Continue Growing At Steady But Moderate Pace If Energy Shock Does Not Intensify - Second Wave Of Energy-Price Increases Will Push Inflation Higher Before It Falls Toward Target From Mid-2027
2026.09.21226
Japan’s rate rise exposes global cost of cheap yenThe Bank of Japan lifted its policy rate by 25 basis points to 1.25 per cent on Friday, in a 7-2 vote. The move was another step away from the ultra-loose monetary policy that defined Japan for decades, but it failed to deliver the obvious reward: a stronger currency. The yen fel
2026.09.21227
Trump: I Have Meetings On Iran Today*trump: I Have Meetings On Iran Today
2026.09.21228
Norges Bank set to hike rates again in a close callConsensus is evenly split on whether Norges Bank will hike interest rates again at the 24 September meeting. We expect a 25bp hike to 4.50%, but understand why this is a close call. Inflation has undershot Norges Bank’s expectations over the summer, with underlying CPI (CPI-ATE)
2026.09.21