INDEX

1506 ENTRIES · UPDATED 2026.09.28

961 NZ Monetary Policy Statement - September 2026Inflation increased to 4.1 percent in the June quarter because of higher fuel prices arising from the conflict in the Middle East. Core inflation, expected wage growth, and inflation expectations remain consistent with inflation returning to the 1 to 3 percent target band by mid- 2026.09.02 962 NZ: OCR increased by 25 basis points to 2.75%The Monetary Policy Committee today reached consensus to increase the OCR to 25 basis points to 2.75 percent. Inflation increased to 4.1 percent in the June quarter because of higher fuel prices arising from the conflict in the Middle East. Core inflation, expected wage growth, a 2026.09.02 963 BOJ's Takata: Economic Activity, Prices, and Monetary Policy in JapanI will begin with developments in economic activity and prices. Overseas economies have grown moderately on the whole. Regarding the U.S. economy, despite initial concerns that domestic demand might decline due to the impact of wideranging tariffs imposed in April 2025 by the Tru 2026.09.02 964 Australian National Accounts: National Income, Expenditure and Product, June 2026Key statistics • The Australian economy rose 0.4% in seasonally adjusted chain volume measures. • In nominal terms, GDP rose 0.8%. • The terms of trade fell 1.6%. • Household saving to income ratio rose to 6.5% from 6.4%. Economic overview • Unless otherwise stated all figures ar 2026.09.02 965 RBNZ Preview: The Hike Is Priced. The Track Is What MattersRBNZ day is here. Historically, these meetings have generated outsized volatility in the Kiwi, and today may be no exception. With markets almost certain the RBNZ will hike rates, the reaction will likely come down to where the Bank’s updated overnight cash rate (OCR) track print 2026.09.02 966 A heating up world that can’t cool down: Monthly OutlookAugust was sleepless not sleepy for Europe. Stifling heat disrupted bedtimes and the economy: critical rivers dried up, collapsing supply chains, and hitting agriculture and the energy system. Bond yields marched higher. Holidaying traders and officials return to more public spen 2026.09.02 967 US Dollar Outlook: DXY Seasonality Meets NFP VolatilityVolatility has typically been lower for the US dollar index during the summer months, with August’s high-to-low range of 1.5% its lowest since November. Though it may not have felt like it, given the final two weeks of the month delivered a two-way whipsaw covering most of August 2026.09.02 968 Japan Monetary Base (August 2026)table 2026.09.01 969 Bessent says 19 finance ministers agreed ‘cheap exports’ are unsustainable, but China dissentedTreasury Secretary Scott Bessent said Tuesday that 19 of the members of the G20 agreed to address streams of “cheap exports” that cause global economic imbalances, but China dissented. Bessent said that getting even 19 countries to agree to take on the problem was “incredible” an 2026.09.01 970 G20 Chair’s StatementWe, the G20 Finance Ministers and Central Bank Governors who assembled in Asheville, North Carolina, on August 31 and September 1, 2026, met to advance the G20 Finance track priorities for 2026. We welcomed engagement from invited guest countries and international organizations. 2026.09.01 971 Rates Spark: Different parts of the curve, different dynamicsAfter the hawkish tone out of Jackson Hole, the market is still increasingly leaning towards a rate hike in September as the burden of proof has switched to the doves. While the focus is now on the upcoming jobs report and then CPI release, the bar for the data to move the needle 2026.09.01 972 NZ: Building consents issued: July 2026In July 2026, the seasonally adjusted number of new dwellings consented fell 4.3 percent, after falling 3.7 percent in June 2026. • In the year ended July 2026, the actual number of new dwellings consented was 40,908, up 21 percent from the year ended July 2025. • The annual valu 2026.09.01