INDEX

1455 ENTRIES · UPDATED 2026.09.26

49 US: PCE deflator update: A retroactive revision, not a disinflationary signalUpdates to the Personal Consumption Expenditures (PCE) deflator methodology set to be released this month will be a one-time shift in measured inflation in the US—which we think will lead to a lower-than-expected reading—but that shouldn’t alter the underlying trend. The Bureau o 2026.09.25 50 Rates Spark: US 10yr continues to target 5.25%+The US 7yr auction tailed moderately. Not as horrendous as the previous day's 5yr auction, which tailed by a substantial 3bp. That auction was the last straw on Wednesday, prompting a follow-through rise in the 10yr yield to over 5.1%. Fast-forward to Thursday, and we're suddenly 2026.09.25 51 USD/CAD and USD/MXN Q4 2026 Outlook: Will the U.S. Dollar Dominate North America Again?The final stretch of 2026 is approaching, and North America's major currencies have begun to show a shift in the strength dynamics seen earlier in the year. New expectations of a more aggressive monetary policy stance, particularly in the United States, could be significantly res 2026.09.25 52 China's President Xi: Reached broad agreement on numerous issuesChina's President Xi: Reached Broad Agreement On Numerous Issues ... Xi Says He Had A Frank And In-depth Exchange With Trump 2026.09.25 53 Global bond selloff rolls on, US 30-year yield at highest since 2004US long-dated Treasury yields rose to their highest in more than 20 years on Thursday, extending a global selloff that has accelerated on worries that high energy costs, resilient economic growth and increased government spending will keep inflation elevated. Bond markets worldwi 2026.09.24 54 UK GfK Consumer Confidence Sept: -13 (est -16; prev -14)UK GfK Consumer Confidence Sept: -13 (est -16; prev -14) 2026.09.24 55 From Pharaoh’s Granaries to the Petrodollar Do markets move in supercycles — and are we inside one?Joseph told Pharaoh to store grain through seven fat years for the seven lean ones to come. In 1377, Ibn Khaldun watched dynasties rise and decay over three generations. Since then the centre of the world’s money has passed from Genoa to Amsterdam, London and New York; sterling l 2026.09.24 56 Pezeshkian: We have economic issues but will endure hardships*pezeshkian: We Have Economic Issues But Will Endure Hardships Iranian President Masoud Pezeshkian in an interview with Fox News: "We reached an agreement with your president that was signed, and we are still ready to move forward based on those same principles. It wasn't us who closed the Strait of Hormuz - it was open" 2026.09.24 57 MT5 build 6230 comes equipped with expanded AI capabilitiesFintech company MetaQuotes will release an updated version of the MetaTrader 5 (MT5) platform on Friday, September 25, 2026. MT5 build 6230 has significantly expanded the capabilities of the AI Assistant for interacting with the platform. New tools have been added for working wit 2026.09.24 58 Which countries are most vulnerable to the industrial rise of China? Mapping Europe’s uneven exposureThe rapid industrial transformation of China creates an uneven distribution of challenges and opportunities across EU economies. The so-called “China shock 2.0” combines a number of developments in China, including a rapid expansion of high-technology manufacturing, a stronger po 2026.09.24 59 Philadelphia Fed’s Anna Paulson says ‘modest’ rate moves likely ahead to tame inflationPhiladelphia Federal Reserve President Anna Paulson said Thursday that she and her colleagues may need to raise interest rates further to bring inflation back to target. Speaking a week after the Federal Open Market Committee raised benchmark borrowing rates by a quarter percenta 2026.09.24 60 Iran’s president says Tehran wants a deal with U.S. before midterm electionsIranian President Masoud Pezeshkian on Thursday suggested his government was willing to make a deal with the U.S. to end the war before Americans head to the polls this November. “We don’t want it to get to the midterm elections,” Pezeshkian said Thursday in a brief meeting with 2026.09.24