Inflation

1 September 2026
Rabobank Sees Bank of Canada Holding at 2.25% as Markets Price Year-End Tightening

Rabobank sees BoC holding 2.25% through 2027, despite markets pricing hikes amid trade, inflation risks.

1 September 2026
Warsh Flags Further Rate Rises as Jackson Hole Shift Lifts Hike Odds, Flattens Yield Curve

Warsh’s Jackson Hole debut turned hawkish: inflation “work to do,” markets price hikes; traders brace volatility.

31 August 2026
Gold retreats to $4,397 as profit-taking builds; firmer dollar and hawkish Fed weigh on outlook

Gold drops to $4,397 amid profit-taking and a firm dollar; Wave B rebound may precede deeper fall.

31 August 2026
Brazil’s July nominal budget deficit widens to 97.6 billion reais, missing forecasts by 13.6 billion reais

Brazil’s July nominal deficit hit 97.6 billion reais, missing forecasts, pressuring BRL, rates, equities.

31 August 2026
Gold steadies near $4,436 as Fed hawkishness caps gains, yields rise and oil jumps

Gold steadies near $4,436 as hawkish Fed caps gains; traders eye puts, strangles amid volatility risks.

31 August 2026
Warsh Jackson Hole hawkish pivot lifts September hike odds as markets brace for US data deluge

Hawkish Jackson Hole speech boosts September hike odds; traders eye USD calls, curve-flatteners, and NFP straddles.

31 August 2026
Australian Dollar rises as firm CPI revives bets on further Reserve Bank of Australia tightening

Sticky Australian inflation revives RBA hike bets, lifting AUD/USD near 0.7200; short-term strength, medium-term pullback.

31 August 2026
Dollar-backed USD/JPY breaks 160 as Warsh lifts yields and Middle East tensions fan inflation risks

USD/JPY tops 160 as hawkish Fed odds rise; BoJ tightening, oil spike, and intervention risks fuel volatility.

31 August 2026
Hesse CPI Rises to 3% in August, Fuelling ECB Hawkishness and Market Hedging Bets

Hesse CPI rose to 3% in August, signalling stickier inflation, potentially keeping ECB rates higher longer.

31 August 2026
Markets eye German flash inflation and US jobs data as oil jumps on Middle East tensions

Markets await German inflation and US jobs data as geopolitics boosts oil, reshaping derivatives, FX, rates strategies.

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