Policy

23

Oct 2026
Brazil mid-month inflation undershoots forecasts in October, easing pressure on monetary policy outlook

Brazil’s mid-month October inflation rose 0.32%, below forecasts, easing price pressures and shaping monetary policy outlook.

23

Oct 2026
Eurozone PMI Cools as France Slips into Contraction, Keeping ECB Rate Pause in Focus

Eurozone PMI eased but stayed expansionary; France slipped into contraction. Rising energy costs pressure ECB decisions, volatility.

23

Oct 2026
Japan Headline CPI Accelerates to 2.1% in September, Shaping Bank of Japan Policy Expectations

Japan’s September CPI rose to 2.1% year-on-year, strengthening inflation signals and influencing Bank of Japan expectations.

23

Oct 2026
USD/IDR Steady as Bank Indonesia Holds at 5.75% and Intervenes to Support Rupiah

USD/IDR steadied as BI held 5.75%, intervening in FX; DXY correlation grew, leaving downside if dollar weakens.

23

Oct 2026
Bank Indonesia Keeps BI-Rate at 5.75% as Liquidity Tweaks Fail to Steady Rupiah

Bank Indonesia held BI-Rate at 5.75%, tightened liquidity tools; rupiah weakened above 18,000 amid outflows.

23

Oct 2026
China Q3 GDP Uptick Masks Weak Demand as Targeted Fiscal Support Favoured Over Broad Stimulus

China’s Q3 GDP rose 4.5%, but weak demand drives range-bound, sector-focused derivatives across equities, commodities, FX.

23

Oct 2026
Mexican Peso Slide Nears Stretch Levels as Banxico Hawkish Pivot Risks Loom Over USMCA Uncertainty

Peso selloff tops 9% as Banxico turns dovish; stretched USD/MXN may cap further weakness, aiding hedgers.

22

Oct 2026
China’s FDI Decline Narrows to 4.3% in September, Lifting Sentiment for China-Linked Assets

China’s FDI contraction narrowed to -4.3% in September, hinting at stabilization and tactical opportunities across markets.

22

Oct 2026
Turkey’s central bank seen cutting rates to 35% by year-end as inflation outlook cools

Turkey’s central bank may cut rates to 36%, targeting 29% inflation, amid demand risks and TRY carry trades.

22

Oct 2026
CEE data mixed as Slovenia PPI rises; OECD flags pension strain amid higher yields and tighter budgets

Slovenia producer prices rose 3.9%; Croatia wages grew and jobless fell; OECD warns CEE pension gaps, markets.

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