Monthly Archives: September 2026

ING sees ECB delivering dovish 25bp insurance rate rise, with energy-driven inflation limiting further tightening

Written on September 2, 2026 at 4:26 pm, by

ING expects a dovish 25bp ECB “insurance” hike, as energy-led inflation limits scope for further tightening.

USD/JPY Dips as BoJ Hawk Flags 50bp September Hike, Fed Stance Keeps Pair Elevated

Written on September 2, 2026 at 3:26 pm, by

USD/JPY slips as BoJ hawk Takata floats 50bp hike; Fed hawkishness keeps pair near 160-162.

Dollar gains as US–G6 yield spreads widen, while global policy tightening caps upside

Written on September 2, 2026 at 2:27 pm, by

Dollar rises as US–G6 yield spreads widen; firm data supports Fed hikes, but global tightening limits gains.

Gold claws back above $4,300 as yields ease, but Fed hike bets and dollar cap upside

Written on September 2, 2026 at 2:27 pm, by

Gold rebounds above $4,300, but elevated yields, stronger dollar, and rate-hike bets keep downside risk.

NZD/USD tumbles despite RBNZ rate rise as focus shifts to US jobs report

Written on September 2, 2026 at 1:27 pm, by

NZD/USD slides despite RBNZ hike; oversold signals bounce, but seasonal weakness and US jobs data favor downside.

Bank of Canada seen holding at 2.25% as oil risks and softer growth frame outlook

Written on September 2, 2026 at 1:26 pm, by

Bank of Canada likely holds 2.25%, but oil and inflation risks could spark USD/CAD volatility Wednesday.

Bank of Canada Set to Hold at 2.25% as Trade Tensions Lift USD/CAD Risks

Written on September 2, 2026 at 12:27 pm, by

Bank of Canada likely holds 2.25%; trade tensions, firm data and stable core inflation support USD/CAD upside.

Dollar in Focus as ADP Jobs Data and Treasury Buybacks Shape Fed Expectations

Written on September 2, 2026 at 12:26 pm, by

ADP August jobs report due Wednesday; DXY tests key resistance as Fed, Treasury buybacks fuel volatility.

USD/IDR Rises as US Yields Hit 4.80% and Iran Tensions Lift Oil, Pressuring Rupiah

Written on September 2, 2026 at 10:27 am, by

USD/IDR rises near 17,810 as yields and oil climb; traders consider FX calls, bond puts, energy options.

Societe Generale sees RBI lifting repo rate to 6% by early 2027 on stronger growth

Written on September 2, 2026 at 10:26 am, by

Societe Generale expects RBI to hike repo 75bp via three moves, reaching 6.00% by 2027.

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