INDEX

1499 ENTRIES · UPDATED 2026.09.28

913 The world appears to be entering a higher-rate era. Here’s who will pay the priceThe global bond rout is raising borrowing costs across the economy and forcing governments, companies and consumers to confront the possibility that expensive debt is here to stay. Global bond yields have been climbing to multiyear highs, with Germany’s 10-year yield reaching its 2026.09.03 914 Trump and Xi are set to meet in DC. Why some China watchers have low expectationsPresident Donald Trump is slated to host Chinese leader Xi Jinping at the White House, and the stakes are sky high — but some China watchers are once again keeping their expectations low. That’s even as the Iran war could loom larger than ever over the leaders’ talks, in light of 2026.09.03 915 Auction Result of 30-Year JGBs on September 3rd, 2026table 2026.09.03 916 CNN report US military escorts 40 tankers with 18 million barrels through HormuzThis reinforces the theme already running through Wednesday's oil price action, that the market has increasingly absorbed the idea that workaround supply routes can keep crude flowing despite the conflict. Eighteen million barrels escorted in a single day compares to a pre-war fl 2026.09.03 917 Aussie Dollar Gains as RBA Hike Bets SurgeThe Aussie dollar has benefited from recent strength in metals prices and a run of stronger-than-expected economic data, helping expectations for an RBA rate hike later this month build sharply. That has seen it outperform against the European crosses, pushing EUR/AUD and GBP/AUD 2026.09.03 918 Bosses Concerned That GTA 6 Release Will Cause Massive Drop in ProductivityWhen the long awaited role playing game “Fallout 4” dropped in 2015, it marked the first installation in the franchise in five years. The release quickly became a running joke, with working class gamers yukking it up over their plans to call in sick the day it hit store shelves, 2026.09.03 919 China: Business activity rises at faster pace as firms continue to expand workforcesBusiness activity in the Chinese service sector grew at a stronger rate in August, according to the latest RatingDog PMI® survey data. New business also increased at a faster pace and the sector added jobs for the fourth month in a row, the longest sequence of job creation since 2026.09.03 920 Yen jumps, oil pumpsThe Japanese yen leaped against the dollar on Wednesday, its biggest rise since joint U.S.-Japanese intervention a month ago, while U.S. Treasuries shrugged off the wider bond market selloff that pushed Japanese and European yields to fresh historical highs earlier in the day, an 2026.09.03 921 AU: International Trade in Goods, July 2026Key statistics • The seasonally adjusted balance on goods decreased $418m in July. • Goods credits (exports) decreased $1,576m (3.3%) driven by Non-monetary gold and Coal, coke and briquettes. • Goods debits (imports) decreased $1,157m (2.5%) driven by Fuel and lubricants and Non 2026.09.03 922 Is the OCR now on ice until after the election? RBNZ's signalling divides bank economistsBank economists are divided on whether the Reserve Bank (RBNZ) will go three for three and deliver a third consecutive Official Cash Rate (OCR) hike in late October, ahead of New Zealand’s general election in early November. The Reserve Bank raised the OCR by 25 basis points for 2026.09.03 923 Gold Holds 200-Day EMA, Futures and Options Hint at ‘Dip-Buying Mentality’We saw the pullback on gold in line with my bias last week. It seemed like a reasonable assumption, given we’d already seen a decent move into resistance and were heading into inflation data and a likely hawkish Jackson Hole speech. Yet support has since been found around its 200 2026.09.03 924 Hoenig: Excessive Fiscal Deficit Not Fed’s Job to Fix, Will Put Pressure on Warsh and FOMCThomas Hoenig aka Tom to all know him became president of the Federal Reserve Bank of Kansas City in 1991, which is when and where I first met him when I made my first trip to the K.C. Fed’s annual Jackson Hole policy symposium. Fast forward to this year’s symposium, where Tom gi 2026.09.02