Economy

8

Sep 2026
US payrolls rebound as markets eye September inflation and Fed hike odds; sterling slips, yen watched

US payrolls rebound boosts Fed hike odds; markets await Sept 11 CPI, pressuring GBPUSD and USDJPY.

8

Sep 2026
Denmark’s Trade Surplus Jumps to DKK 40.5bn, Boosting Pharmas and Yield Spread Focus

Denmark’s trade surplus surged to DKK 40.5bn in July, boosting external balance and strategic trading opportunities.

8

Sep 2026
China’s August imports rise 28.2% year on year, falling short of 30% market forecast

China’s August imports rose 28.2% year-on-year, missing expectations and signaling slightly softer inbound demand than forecast.

8

Sep 2026
Westpac Survey Shows Australian Consumer Confidence Slides 5.2% in September, Reversing Prior Gain

Westpac’s Australian consumer confidence dropped 5.2% in September, reversing August’s 6% rise and signaling sentiment shift.

8

Sep 2026
Citi Survey Sees Banxico Holding Rates at 6.50% Through 2027, Peso Path Mixed

Economists expect Banxico to hold 6.50% through 2027; peso mixed, inflation 4%, GDP modestly higher.

8

Sep 2026
ABN AMRO sees eurozone growth holding up as energy-driven inflation rebound raises ECB tightening risk

ABN AMRO sees eurozone growth resilient, but inflation surging above 3.5% may force further ECB tightening.

8

Sep 2026
Deutsche Bank Sees UK GDP Dip in July After Early-2026 Strength, Growth Outlook Steady

Deutsche Bank sees July UK GDP slipping 0.1%, a brief pause; longer-term growth remains steady.

7

Sep 2026
CEE data and central bank holds test rate expectations, with zloty and koruna under pressure

Central and eastern Europe awaits key data, rate decisions, and guidance, with inflation trends shaping currency risks.

7

Sep 2026
Lloyds House Price Index Falls in August, Cooling UK Housing and Weighing on Sterling

Lloyds UK House Price Index fell 0.2% in August, missing forecasts, pressuring GBP and rate expectations.

7

Sep 2026
German Industrial Output Slides 1.6% in July, Boosting ECB Rate-Cut Expectations

Germany’s July industrial output fell 1.6% year-on-year, deepening recession fears and boosting EUR puts, Bund calls.

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