Economy

11

Aug 2026
NAB business conditions edge higher, bolstering case for RBA higher-for-longer stance

NAB’s business conditions index rose to 4 in July, signaling modest improvement and reduced near-term RBA cuts.

11

Aug 2026
TD Securities sees softer July payrolls, retail sales dip, Fed focus stays on inflation

TD Securities says weak July jobs, lower participation, retail sales slipping, but steady growth keeps Fed focused inflation.

10

Aug 2026
Global equities hit record highs despite US payroll drop, fuelling divergence and hedging demand

Weak US payrolls and bearish divergences shadow global equity highs; traders advised hedges amid eclipse-driven reversal risks.

9

Aug 2026
China’s July CPI slips 0.1% month-on-month, missing forecasts and signalling softer inflation

China’s July CPI slipped 0.1% monthly, missing forecasts, signaling softer inflation and raising demand concerns.

8

Aug 2026
DBS tips stronger Singapore Q2 GDP revision, raising odds of official 2026 growth forecast upgrade

DBS expects Singapore 2Q26 GDP revised to 5.9%, boosting SGD, equities, and resilient SORA outlook.

8

Aug 2026
Argentina industrial output returns to growth in June, bolstering bullish case for equities and sovereign bonds

Argentina industrial output grew 2% in June, reversing -5.7%, boosting recovery hopes and prompting asset re-rating.

8

Aug 2026
Indonesia’s Q2 GDP Tops Forecasts, Tempering Bank Indonesia Cut Bets as Standard Chartered Lifts Outlook

Indonesia’s Q2 GDP beat forecasts at 5.3%; Bank Indonesia likely holds rates, supporting rupiah stability.

8

Aug 2026
US jobs growth cools and participation sinks, sharpening Fed dilemma and fuelling SOFR volatility trades

July jobs data softened, balancing Fed mandates; traders should hedge with SOFR options and curve steepeners.

7

Aug 2026
Rabobank Sees UK Savings Buffer Fuel Brief Demand Boost as Confidence Picks Up Under ‘Vibonomics’

Rabobank sees confidence-driven spending lift from £150bn savings buffer, but warns reforms needed for lasting UK growth.

7

Aug 2026
US Wholesale Inventories Rise 0.2% in June, Missing Forecast and Tempering GDP Support

US wholesale inventories rose 0.2% in June, missing forecasts, signaling lean stock builds and softer GDP impact.

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