Policy

1 September 2026
Eurozone inflation rises as core cools, fuelling ECB cut bets and weighing on the euro

Eurozone inflation rose to 3.3%, but core fell to 2.4%, boosting ECB cut bets; euro may weaken.

1 September 2026
UK M4 Growth Slows to 4.5% in July, Fueling Bets on BoE Rate Cuts

UK M4 money supply growth slowed to 4.5% in July, signalling tightening liquidity and supporting rate-cut bets.

1 September 2026
UK House Prices Rise 0.2% in August, Beating Forecasts and Challenging Rate-Cut Bets

Nationwide UK house prices rose 0.2% in August, beating forecasts, boosting hawkish BoE expectations and sterling volatility.

1 September 2026
Warsh flags modest inflation progress as USD/JPY nears 160, focus shifts to payrolls and RBNZ

Warsh stressed modest inflation progress and data dependence; USD/JPY neared 160, NFP looms, geopolitics, RBNZ, gold.

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
Warsh Jackson Hole remarks spark front-end Treasury sell-off as gold slides and oil jumps on tensions

Warsh sparked front-end yield surge, gold slump, oil jump; traders eye hedges amid data and volatility.

31 August 2026
Belgian GDP Stalls in Second Quarter, Boosting ECB Rate-Cut Bets and Euro Downside Risks

Belgium’s GDP stalled at 0% in Q2, boosting ECB cut expectations, favoring bonds, Euribor longs, euro bearish.

31 August 2026
Greece Unemployment Edges Down to 7.9%, Easing Pressure for ECB Rate Cuts

Greece’s unemployment fell to 7.9% in July, highlighting resilience, supporting euro strength, and boosting bonds, stocks.

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.

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