Policy

12 September 2026
DBS sees Taiwan central bank holding rates in September, signalling December hike to 2.125%

DBS expects Taiwan’s central bank to hold at 2.00% September 17, then hike to 2.125% December.

12 September 2026
WTI slips towards $97 as Gulf seeks Strait of Hormuz shipping deal amid tight oil stocks

WTI dips to $97 on Hormuz talks, but tight inventories and inflation support bullish, volatile outlook.

12 September 2026
Markets Eye Fed Hike as BoJ Tightens, BoE Holds and Emerging Markets Diverge

Markets brace for Fed hike; demand resilient, housing weak; BoJ hikes, BoE pauses; options target FX, equities.

12 September 2026
Treasury yields dip after US CPI but post weekly rise amid oil and Fed hike bets

Treasury yields eased after CPI but headed for weekly rise; markets price Fed hike, volatility hedges urged.

12 September 2026
DBS sees India inflation rising and trade gap widening, keeping RBI hawkish and rupee pressured

DBS sees India inflation rising to 4.9%, staying above 5%, widening trade deficit pressuring rupee, RBI hawkish.

12 September 2026
Michigan consumer sentiment slips to 47.8 in September, fuelling volatility and rate-cut expectations

Michigan consumer sentiment hit 47.8 in September, missing forecasts, signaling weaker confidence, volatility risks, and potential Fed cuts.

12 September 2026
Poland’s dovish central bank keeps rates on hold, lifting EUR/PLN as yield curve steepens

Poland’s central bank stayed dovish, delaying rate hikes, lifting EUR/PLN and pressuring the yield curve.

12 September 2026
ECB turns more hawkish after 25bp hike as energy inflation risks lift rate volatility outlook

ECB hikes 25 bps; signals hawkish stance as energy-driven inflation persists, raising odds of October/December tightening.

11 September 2026
US Core CPI Holds at 2.4% in August, Keeping Rate-Cut Bets and Market Volatility Subdued

US core CPI matched forecasts at 2.4% in August, easing inflation fears and supporting rate-cut expectations, lower volatility.

11 September 2026
US August CPI Seen Steering Fed Hike Odds and EUR/USD Volatility

August US CPI may drive Fed expectations and EUR/USD volatility; traders eye core thresholds and option strategies.

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