Inflation

8 September 2026
Vietnam inflation quickens as trade gap narrows, USD/VND steadies ahead of FTSE upgrade

Vietnam inflation rose to 4.9% in August; trade deficit shrank as FTSE upgrade may lift VND.

8 September 2026
BoE faces higher-for-longer rates as mortgage approvals slide and energy-driven inflation returns

Bank of England data show mortgage approvals weakening; rates may stay higher longer, delaying cuts and boosting volatility.

8 September 2026
TD says Bank of Canada strikes hawkish pause, sees rates held until 2027 hikes to neutral rate

TD Securities sees BoC hawkish, holding 2.25% through 2026, then hiking twice in early 2027.

8 September 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 September 2026
Dollar Eyes US CPI as Payrolls Revive September Fed Hike Bets, Yen Strength Lingers

Dollar weakened as yen strengthened; hawkish BoJ repricing faded; payrolls revived Fed hike bets; CPI/PPI loom.

8 September 2026
TD Securities sees August core CPI steady as headline inflation runs hotter on energy and tariff risks

TD Securities sees August core CPI at 0.19% m/m, 2.3% y/y; headline 0.37% m/m, 3.4% y/y. Risks, volatility: straddles, SOFR.

8 September 2026
USD/CAD slips as oil climbs above $90, while Fed rate-hike bets limit loonie gains

USD/CAD dips near 1.3810 as oil rebounds above $90; Fed hike bets and key CPI/PPI loom.

7 September 2026
Gold slips as firmer Fed hike bets and Middle East oil surge curb demand for bullion

Gold slips to $4,414 as firm Fed hike odds and $91 oil weigh; key supports nearby.

7 September 2026
US dollar steadies as payrolls lift Fed hike odds, with CPI set to guide DXY

Payrolls lifted DXY, but softer wages capped gains; CPI next, with 99.40 resistance and 98.60 support.

7 September 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.

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