Policy

7 September 2026
Week Ahead: Strong US Jobs Data Puts Fed Hike Back in Focus as CPI Takes Centre Stage

Strong US jobs growth has lifted expectations for a September Fed rate hike, while US CPI, PPI and ECB policy decisions could drive gold, the US dollar and major FX pairs this week – vtmarkets.com

7 September 2026
US jobs surprise lifts September Fed hike odds, pressuring equities and crypto as yields rise

Stronger August jobs drove September hike odds to 60%, pressuring risk assets; tech and small-caps showed resilience.

5 September 2026
Bank Negara Malaysia holds policy rate at 2.75% as firmer tone underpins ringgit resilience

BNM holds OPR at 2.75% with firmer tone; MYR resilient; USD/MYR range 4.0320–4.0610; hike eyed 2027.

5 September 2026
Bank Negara Malaysia holds rates at 2.75% as guidance turns hawkish amid commodity-driven inflation risks

BNM held OPR at 2.75%, signaled tighter bias, citing robust growth, vigilance on inflation and commodity risks.

5 September 2026
China’s private services PMI rebounds, easing pressure on PBoC as demand and official gauges lag

China’s private services PMI rose to 51.4, easing PBoC cut pressure; demand soft, markets range-bound.

5 September 2026
Bank Negara Malaysia drops ‘appropriate’ guidance as DBS sees rates on hold through 2026

BNM held OPR at 2.75%, dropped “appropriate” guidance; DBS sees steady rates, but inflation risks linger.

5 September 2026
Nordea Sees Eurozone Inflation Above ECB Target Until 2027, Keeping Rate Rises in Focus

Nordea expects Eurozone inflation above ECB target until 2027; core above 2% through 2028, supporting hawkish trades.

5 September 2026
Cleveland Fed’s Hammack Says Policy Not Restrictive, Flags Higher Rates as Inflation Stays Above 3%

Hammack says Fed policy isn’t restrictive; inflation above 3% may require rate hikes, boosting yield volatility risks.

5 September 2026
CBRT Liquidity Normalisation Pulls TLREF to Policy Rate as Markets Price Year-End Cuts

CBRT liquidity normalization pulls TLREF to 37%; ING expects steady September, then two cuts to 35%, easing yields.

5 September 2026
US data to show higher headline inflation; ECB tipped to hike as UK growth cools, LatAm diverges

US inflation may rise on energy; home sales weaken. ECB hikes 25 bps; Latin America diverges.

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