Monthly Archives: September 2026

Waller Signals September Rate Hold if CPI Cools, Dollar Index Slips as Markets Brace for Volatility

Written on September 3, 2026 at 4:26 pm, by

Waller signals September rate hold if CPI cools; hot inflation may prompt hike; dollar soft, volatility ahead.

US Q2 nonfarm productivity matches forecasts, Fed rate outlook steadies and volatility bets shift

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

US nonfarm productivity rose 1.4% in Q2 2026, matching forecasts, signaling normalization and steadier markets.

Mexico consumer confidence rises in August, bolstering peso outlook and Banco de México rate-cut caution

Written on September 3, 2026 at 2:27 pm, by

Mexico’s consumer confidence rises to 46.1, boosting peso outlook and sparking derivative opportunities in equities.

Gold rebounds towards $4,500 as softer dollar and falling yields offset rate-hike fears

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

Gold rebounded above $4,488 as dollar and yields fell; traders eye Fed hike odds, key technical levels.

Global bond yields climb as oil cools and central banks steer markets

Written on September 3, 2026 at 1:26 pm, by

Bond yields rose on thin data; oil eased on Iran-risk comments; equities steady; BOJ, BoC held.

USD/JPY slides amid intervention chatter as hawkish BoJ signals and soft US jobs data support yen

Written on September 3, 2026 at 12:27 pm, by

USD/JPY slid near 156.80 as BOJ hawkishness, weak ADP jobs, and intervention fears boosted yen.

US equity futures edge higher as oil and yields ease, ADP report points to cooling labour demand

Written on September 3, 2026 at 11:27 am, by

US futures ticked higher as oil and yields paused; ADP jobs missed forecasts, Fed hike odds remain.

BNY’s Yu sees dollar hedge unwinding fading as flows stabilise and tactical long-USD trades emerge

Written on September 3, 2026 at 11:26 am, by

Dollar-hedging surge after July FOMC has faded; stabilizing flows support tactical long-dollar options versus EUR, MXN.

Bank of Japan leans towards September quarter-point rate rise as yen and derivatives volatility looms

Written on September 3, 2026 at 10:27 am, by

Bank of Japan may hike 25bps September 18, strengthening yen, lifting yields, and jolting carry-trade markets.

GBP/USD Holds Bearish Bias; Support Eyed at 1.3465 Ahead of 1.3415 Risk Target

Written on September 3, 2026 at 10:26 am, by

GBP/USD bias remains bearish; support near 1.3465, target 1.3415, resistance 1.3510–1.3545 limits rallies.

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