Policy

21 September 2026
Kashkari Flags Broad Inflation Pressures as Markets Stay Calm and Fed Tone Remains Firm

Kashkari warns inflation widespread; economy resilient, labor robust. Markets steady; Fed moderately hawkish; restrictive policy likely prolonged.

21 September 2026
PBOC holds benchmark rate at 3%, steady stance underpins yuan and equity derivatives outlook

PBOC holds benchmark rate at 3%, meeting forecasts, supporting stability; traders eye USD/CNH options, CSI 300 futures.

19 September 2026
Treasury yields near 5% as Fed and Bank of Japan tighten amid oil-driven inflation worries

Treasury yields near 5% rise after Fed and BoJ hikes; oil gains; traders hedge inflation, volatility.

19 September 2026
ING sees Swiss National Bank holding rates at zero as low inflation keeps franc policy loose

ING expects SNB to hold rates at 0%, citing low inflation, strong franc; recommends carry trades, option selling.

19 September 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.

18 September 2026
Bank of England holds rates as QT overhaul caps long-end Gilt yields and weighs on sterling

Bank of England held rates, hinted November hike; overhauled QT to curb long-end yields, easing sterling volatility.

18 September 2026
Mexico’s Private Spending Growth Slows, Reinforcing Banxico Rate-Cut Outlook and Peso Hedging Strategies

Mexico private spending slowed to 2.1% in Q2, signaling cooling demand and supporting rate-cut, hedging strategies.

18 September 2026
Austria’s Q2 GDP slips as ECB lifts rates and energy inflation risks rise

Austria’s GDP dips as energy prices rise; ECB hikes to 2.5%, prompting hedging strategies across rates, energy.

18 September 2026
Dollar strengthens as Fed signals further tightening; global PMIs and central bank decisions steer markets

Dollar rose after Fed’s first post-2023 hike; markets priced more hikes amid global PMI, ECB/BoE, SNB focus.

18 September 2026
MUFG holds USD/THB at 34.00 as import-heavy export boom and commodity shock weigh on baht

MUFG holds USD/THB 34.00 forecast as import-heavy electronics boom and commodity shock weaken baht fundamentals.

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