INDEX

1476 ENTRIES · UPDATED 2026.09.27
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685 The Commodities Feed: Brent breaks above $100/bbl amid US-Iran escalationICE Brent pushed through $100/bbl yesterday for the first time since July, and that momentum has carried into early‑morning trading today. The move reflects a market still pricing in persistent geopolitical risk, with Persian Gulf tensions showing no credible path to de‑escalatio 2026.09.10686 Tariff Escalation Highlights Risks for Canada; Immediate Impact LimitedThe direct macroeconomic and credit impact on Canada from tariff escalation with the U.S. is limited, says Fitch Ratings. The sovereign’s ‘AA+’/Stable rating can absorb the measures in their current form, though further escalation could pressure credit profiles both at the federa 2026.09.10687 Scotiabank Forecast: A Stronger Economy Meets Renewed Trade TensionsThe new U.S. tariffs and Canada’s retaliation are the most important developments since our last forecast. While the headline rates are high, the measures are narrowly targeted, and their macroeconomic impact should be much smaller than the broader tariff threats contemplated 18 2026.09.10688 BOJ Masu: Economic Activity, Prices, and Monetary Policy in JapanBefore beginning my speech, I would like to offer my heartfelt sympathies to those who are suffering from the recent heavy rain. A little over a year has passed since I was appointed as a member of the Policy Board. During this time, the whole world has wrestled with two major is 2026.09.10689 CHF/JPY waterfall meets a history of counter-trend squeezesCHF/JPY has gone into something akin to waterfall mode over the past week or so, something of a rare occurrence considering just how respectful the pair has been of known technical levels, as demonstrated on the chart below. That’s pushed Swissy-yen into extreme oversold territor 2026.09.10690 UK housing market slowdown is bottoming out, RICS saysA slowdown in Britain's housing market appears to be levelling off as measures of buyer demand and agreed sales moved away from recent lows, the Royal Institution of Chartered Surveyors said on Thursday. RICS said that its house price ​balance rose to a five-month high of -28 in 2026.09.10691 Fool’s gold: How geopolitical risk is taking some of the shine off the US dollarAccording to the European Central Bank’s latest report on the international role of the euro (ECB 2026), the gold share in global official reserves rose to 27% at the end of 2025, exceeding central banks’ holdings of US Treasuries. Part of this increase reflects the exceptional r 2026.09.09692 UK Residential Market Survey August 2026The August 2026 RICS UK Residential Market Survey results continue to portray a relatively challenging backdrop, with activity indicators still in negative territory, albeit gradually moving off the lows recorded earlier in the year. At the same time, the macroeconomic environmen 2026.09.09693 Bybit Launches USDT-Settled Perpetuals on Three Major FX PairsBybit has launched perpetual contracts linked to EUR/USD, GBP/USD and USD/JPY, extending its crypto-collateralized derivatives range into major currency pairs. The announcement says the contracts are settled in USDT, have no expiry date and can be traded around the clock, subject 2026.09.09694 Trump’s oil investments have gained millions during Iran war as his accounts keep tradingAs President Donald Trump’s wartime directives in Iran repeatedly jolted global markets, his personal energy portfolio surged. Throughout the first six months of fighting, Trump’s investment accounts continued aggressively trading energy stocks. Between the eve of the war, on Feb 2026.09.09695 Monitoring Turkey: Further easing likely in fourth quarterTurkey's Medium-Term Plan for 2027-2029, which projects above-consensus growth led mainly by domestic demand, also envisages higher inflation, increased primary spending, and a wider current account deficit than the previous plan for the next year. At the inflation report release 2026.09.09696 Japanese Yen Short-term Outlook: USD/JPY Breakdown Faces Major Test Ahead of Fed, BoJUSD/JPY remains under heavy pressure after last week’s decline confirmed a major technical break and extended the reversal from the yearly highs. Momentum has become increasingly stretched as the pair approaches an important support region, raising the stakes for the next reactio 2026.09.09

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