Monthly Archives: September 2026

BDC filings show rate-hike windfall but rising PIK and maturities cloud credit outlook

Written on September 9, 2026 at 10:20 pm, by

Seven BDCs gain $677m income per 100bp hikes, but rising PIK, non-accruals, refinancing risks threaten credit.

Treasury yields climb despite $6bn long-dated buyback as dollar firms and gold eases

Written on September 9, 2026 at 10:19 pm, by

Treasury yields rose despite a $6bn buyback; traders may favor bearish bond, bullish dollar, bearish gold options.

Brazilian real rally seen fleeting as narrowing carry and fiscal strains steer USD/BRL to 5.35

Written on September 9, 2026 at 9:19 pm, by

Brazilian real gained 1.26% to 5.13, but traders eye reversal toward 5.35 amid US strength.

Sterling Steadies Near One-Week High as BoE Tightening Bets Rise and Budget Risks Linger

Written on September 9, 2026 at 8:19 pm, by

GBP/USD steady near one-week high; BoE tightening bets and oil sensitivity support pound; bullish trend persists.

USD/CHF Slips as Yen Rally Drags Dollar, Oil Surge and US Inflation Data in Focus

Written on September 9, 2026 at 8:19 pm, by

USD/CHF dips near 0.8078 as softer dollar, yen rally, and oil surge fuel volatility before US inflation.

TD Securities flags inflation data as key catalyst for gold amid Fed hike pricing, resilient demand

Written on September 9, 2026 at 7:20 pm, by

Gold holds firm despite Fed hike odds; CPI data looms, with options strategies for volatility and upside.

EUR/USD Holds Near One-Week High as Oil Prices Bolster ECB Tightening Bets

Written on September 9, 2026 at 7:19 pm, by

EUR/USD steady near one-week highs amid hawkish ECB expectations; resistance 1.1680-1.1700, support below 1.1580.

DBS Sees Bank of Japan Set for 25bp September Rate Rise as Wages and Inflation Firm

Written on September 9, 2026 at 6:20 pm, by

DBS expects BoJ to hike 25bps in September as GDP, wages, inflation near 2% target.

Brent Reclaims $100 as Middle East Tensions Tighten Supply and Revive $120–$150 Price Risks

Written on September 9, 2026 at 6:19 pm, by

Brent tops $100 as Middle East risks tighten supply; Hormuz transit plunges; traders favor calls, straddles, hedges.

Canadian dollar shrugs off US trade curbs as Scotiabank sees USD/CAD drifting lower

Written on September 9, 2026 at 5:19 pm, by

Canadian dollar steady despite trade bans; Scotiabank sees stronger CAD, advising selling USD/CAD rallies via puts.

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