INDEX

1472 ENTRIES · UPDATED 2026.09.27
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613 US Consumer Price Index - August 2026The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.4 percent on a seasonally adjusted basis in August after rising 0.1 percent in July, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.4 percent before 2026.09.11614 Further yen gains could constrain Bank of Japan tighteningThe Bank of Japan must normalise rates faster while guarding against the underappreciated risk of a yen overshoot. The yen’s latest rally shows how quickly its gains can surprise markets and why policy-makers cannot assume that appreciation will be easy to contain. Dollar-yen fel 2026.09.11615 US Inflation report lands in a time of spiking oil prices, rising interest rates and Fed on fenceFriday’s inflation report is shaping up to be among the most consequential in years. Oil and gas prices have spiked again on the back of renewed combat in the Middle East. The Federal Reserve is considering whether to lift its short-term interest rate next week, with some officia 2026.09.11616 Yemen’s Houthis reach strategic island at mouth of vital shipping laneYemen’s Iran-aligned Houthis on Sept 10 reached the strategic island of Perim in the Bab el-Mandeb Strait, four Yemeni government sources told Reuters, potentially tightening their grip on one of the world’s vital shipping routes and further increasing the threat to energy market 2026.09.11617 Schlegel: Swiss franc exchange rate challenges the Swiss economy, but the real franc has been stable since 2020Schlegel: Swiss franc exchange rate challenges the Swiss economy, but the real franc has been stable since 2020 2026.09.11618 USD/JPY Forecast: Dollar Rebounds Toward ¥154.50 as Yields RiseThe US dollar has recovered a bit against the Japanese yen, as we are trying to turn things around with rates jumping in America. The U.S. dollar has bounced nicely against the Japanese yen as we see the 10-year yield now heading toward the 4.93% level. The ¥153 level has offered 2026.09.11619 SNB's Chairman Schlegel: Inflation recently ticked up in SwitzerlandSNB's Chairman Schlegel: Inflation recently ticked up in Switzerland. Snb's Schlegel Presentation Omits Usual Lines On Franc, Prices 2026.09.11620 China's yuan steady as dollar rebounds, investors eye US CPIChina’s yuan held steady against the US dollar on Friday as the greenback rebounded and the central bank set a strong fixing, with investors positioning cautiously ahead of US inflation data later in the day. The spot yuan opened at 6.7119 per dollar and was last trading at 6.710 2026.09.11621 Jamie Dimon joins bankers lobbying the UK ahead of its critical budget — here’s why they’re worriedBankers are piling pressure on the British government ahead of its Autumn Budget, in which the newly minted leadership will lay out its fiscal plans for Britain. Finance minister John Healey is set to unveil his first budget on Oct. 28. Among the policy shifts reportedly on the t 2026.09.11622 Bank of England/Savanta Inflation Attitudes Survey - August 2026Following a competitive re-tendering process, Savanta became the provider of the Inflation Attitudes Survey from August 2026. To assess the impact of this change, a parallel run of the survey was conducted by both Ipsos and Savanta in May. In the parallel run, inflation perceptio 2026.09.11623 Italian labour market - Q2 2026The labour input, as measured by hours worked, increases by 0.3% compared to the previous quarter and by 1.3% compared to the second quarter of 2025. In the same period GDP increases by 0.2% quarter-on-quarter and by 1.0% year-on-year. The number of employed people, adjusted for 2026.09.11624 IEA: 2026 world oil demand to drop by 2.5 million bpd (prev. forecast 1.6 million bpd drop)IEA: 2026 world oil demand to drop by 2.5 million bpd (prev. forecast 1.6 million bpd drop), citing impasse in US-Iran talks on resolving their conflict. IEA sees total world oil supply 1.74 million bpd lower than demand in 2026 (prev. forecast 1.27 million bpd lower). IEA: World oil supply to average 100.7 million bpd in 2026, down 5.7 million bpd from 2025 and 1.3 million bpd lower than prev. forecast. IEA: Need for progress in resolving Middle East, Russia-Ukraine conflicts is greater than ever to avoid further oil market tightening. 2026.09.11

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