Policy

8 September 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 September 2026
USD/KRW rebounds as National Pension Service may halt forward dollar sales, ING eyes consolidation

USD/KRW rebounded off 1335 as NPS may pause/reverse dollar selling, signaling policymakers cap won gains.

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
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.

7 September 2026
US CPI and ECB decisions set to steer dollar, gold and oil ahead of key rate calls

US CPI and ECB decisions drive volatility; gold, EUR/USD, and WTI hinge on key technical levels.

7 September 2026
Healey pledges fiscal discipline to tame borrowing costs as Budget devolution and AI plans loom

Healey vows fiscal discipline, devolution roadmap and AI oversight as borrowing costs stay high; sterling steady.

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.

7 September 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.

7 September 2026
PBoC Sets Weaker USD/CNY Fixing, Signalling Further Renminbi Depreciation Risk for Traders

PBoC fixed USD/CNY at 6.7795, weaker than estimates, signaling easing bias, higher volatility amid soft demand.

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