Australia

1

Oct 2026
Swedish CPIF Seen Rebouncing on Energy; IKEA Cuts and El Niño Risks Complicate Inflation Outlook

Sweden’s CPIF inflation is set to jump on energy, while IKEA cuts and El Niño risks complicate outlook.

1

Oct 2026
France Manufacturing PMI edges back into expansion, lifting euro and CAC 40 outlook

France’s HCOB Manufacturing PMI rose to 50.6, beating forecasts and returning marginally to expansion territory.

26

Sep 2026
ECB’s Vujcic signals tightening cycle as elevated diesel prices threaten eurozone inflation and rates

ECB signals tightening as energy costs, especially diesel, stay high; suggests short Euribor and diesel crack spread trades.

25

Sep 2026
Standard Chartered flags 2027 European elections as France’s far-right risk threatens markets

Standard Chartered warns 2027 Europe elections may shift right, boosting market volatility; France’s vote poses biggest risk.

25

Sep 2026
Dollar strength and October Fed rate bets push EUR/USD towards two-month low

Dollar strength and October Fed hike bets push EUR/USD to two-month low near 1.1372.

24

Sep 2026
Major central banks tighten as ECB flags inflation risks, while Bank of England holds rate steady

Global central banks tighten policy: ECB, Fed, BoJ hike rates; BoE holds, warning inflation may persist.

22

Sep 2026
CEE Markets Eye Hungary Rate Call as EC Debt Forecasts Raise Pressure on Poland and Slovakia

CEE markets: Poland jobs fall, wages rise; debt risks climb; Hungary holds rates; Romania outlook improves, traders hedge.

22

Sep 2026
Brent, WTI slide despite Saudi pipeline disruption and rising speculative longs, as gasoil cracks widen

Brent and WTI dipped despite persistent supply disruptions, tight European markets, and elevated speculative long positioning.

19

Sep 2026
Nordea sees ECB delivering two 25bp hikes in 2027 as energy costs lift market pricing

Nordea forecasts two more 25bp ECB hikes in December and March 2027 despite higher market pricing.

16

Sep 2026
Eurozone Industrial Output Flat in July, Beating Forecasts and Tempering ECB Easing Expectations

Eurozone July industrial output flat year-on-year, beating -0.1% forecast; hints stabilization, dampening aggressive ECB easing bets.

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