INDEX

1473 ENTRIES · UPDATED 2026.09.27
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625 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. 2026.09.11626 What Lagarde may say next, two days after the ECB's rate riseEuropean Central Bank President Christine Lagarde is set to make a public appearance at the Fête de la Pomme, an apple festival in Épreville-en-Lieuvin, Normandy, on Saturday at 12:15 CET, just two days after the ECB raised its key interest rates by 25 basis points. While the exa 2026.09.11627 Swiss consumer sentiment higher than a year agoIn August 2026 the consumer sentiment index stood at –33 points. This is 7 points higher than in August 2025. The following sub-indices are higher than in August 2025: economic outlook and past financial situation. The following sub-indices are lower than a year ago: financial ou 2026.09.11628 ECB's Moulin: France needs to vote on budget by year-endECB's Moulin: France needs to vote on budget by year-end. 2026.09.11629 GDP monthly estimate, UK: July 2026In the three months to July 2026, compared with the three months to April 2026: Real gross domestic product (GDP) grew by 0.4%, following a growth of 0.4% in the three months to June 2026 and a growth of 0.6% in the three months to May 2026. Services output grew by 0.6%, after gr 2026.09.11630 Index of Services, UK: July 2026Services output for the three months to July 2026 was estimated to have increased by 0.6%, compared with the three months to April 2026. In the three months to July 2026, 11 of the 14 sectors saw a rise, with the main positive contributing sectors being “professional, scientific 2026.09.11631 Index of Production, UK: July 2026Production output was estimated to have decreased (down 0.5%) during the three months to July 2026, compared with the three months to April 2026; this is the first fall in the three-month-on-three-month series since November 2025 (down 0.5%). Of the four main sectors in the three 2026.09.11632 Construction output in Great Britain: July 2026Total construction output is estimated to have fallen by 0.5% in the three months to July 2026; this follows four consecutive increases in the three-monthly series, with strong growth seen in the three months to April and May, of 1.3% and 1.5%, respectively. Over the three-month 2026.09.11633 UK trade: July 2026The value of goods imports rose by £1.3 billion (2.4%) in July 2026, with a rise in imports from non-EU countries partially offset by a fall in imports from the EU. The value of goods exports rose by £0.9 billion (2.8%) in July 2026, with increases in exports to both EU and non-E 2026.09.11634 BOJ set to lift rates next week but offer few clues on terminal, sources sayThe Bank of Japan is set to raise interest rates next week, most likely by 25 basis points, and may signal faster future tightening if price pressures heighten risks of an inflation overshoot, said four sources familiar with its thinking. A hike to 1.25 per cent would bring the B 2026.09.11635 Gold weathers violent rates move ahead of US CPIGiven the scale of the rout in global bond markets and rebound in the US dollar, gold has held up remarkably well, even if it hasn’t been immune to those macro headwinds. Whether that resilience can persist may be determined by the US inflation report due later Friday, along with 2026.09.11636 Foreign Exchange OutlookThe US dollar (USD) has been trading defensively over the past two months and looks to be in the early stages of a bearish reversal as we head into the end of Q3. Price action in the DXY has largely mirrored the shift in fundamentals with a clear erosion in support offered by int 2026.09.11

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