Live Updates

16

Sep 2025
Hunter from the RBA indicated that inflation is nearing its target and consumption is improving

RBA’s Sarah Hunter highlights nearing inflation target, balanced risks, and improving household spending at AFIA.

16

Sep 2025
A Bank of America strategist suggests a steady Chinese stock rally, cautioning against another explosive surge

Chinese equities climb steadily, but Bank of America warns another rapid surge is unlikely due to positioning.

15

Sep 2025
TD Cowen predicts a 60% likelihood of the SEC adopting semi-annual earnings reporting, gaining support

Shift to semi-annual earnings reports gains support, may reduce transparency but streamline corporate compliance efforts.

15

Sep 2025
RBC Capital Markets predicts S&P 500 at 7,100 in 2026, while cautioning about upcoming volatility

RBC raises 2025 S&P 500 target; forecasts 7,100 for 2026 amid earnings growth and market uncertainty.

15

Sep 2025
Trump supports replacing quarterly reporting for US companies with semi-annual updates to improve management focus

Trump supports shifting from quarterly to biannual reporting, citing cost savings and long-term management focus.

15

Sep 2025
The dollar might rise briefly after a Fed rate cut, but labour weakness risks decline

Dollar may briefly rise after Fed rate cut, but weak labor data supports further easing ahead.

15

Sep 2025
This week, markets await Powell’s comments, as TD predicts disappointment for those expecting rate cuts

Markets eye Fed meeting; Powell may stress data dependence, tempering dovish hopes amid cooling inflation, labor.

15

Sep 2025
Deutsche Bank anticipates the ECB’s next action will be a rate increase towards late 2026

Deutsche Bank sees ECB’s terminal rate at 2%, expecting no cuts and a potential hike post-2026.

15

Sep 2025
The Bank of England is anticipated to maintain rates; economists are divided on future cuts

Bank of England to hold rates at 4%, with cautious outlook amid persistent inflation and modest growth.

15

Sep 2025
James Bullard expressed interest in the Federal Reserve chair role, prioritising independence, inflation stability, and dollar security

James Bullard eyes Fed chair role, supports rate cuts, stresses independence, and warns on inflation and labor.

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