Policy

4

Nov 2026
Poland central bank seen holding rates at 3.75% through 2026, with 2027 hike risk

Poland’s central bank likely holds 3.75% through 2026; easing inflation, but 2027 energy risks may prompt hikes.

4

Nov 2026
RBA lifts cash rate to 4.85% as investors read guidance shift amid inflation risks

RBA raised cash rate to 4.85% in 6–3 vote; dovish tone but inflation risks persist.

3

Nov 2026
Fed signals December hike to bolster credibility as 2027 rate path remains uncertain

FOMC signals December hike for credibility; beyond, 2027 outlook uncertain as supply-driven inflation and oil persist.

3

Nov 2026
RBA Lifts Cash Rate to 4.85% but Split Vote Signals Conditional Pause

RBA raised rates to 4.85%, but split vote, softer outlook and guidance removal suggest conditional pause.

3

Nov 2026
France’s Budget Deficit Widens to €159.2bn by September, Deepening Borrowing Concerns

France’s central budget deficit unexpectedly hit €159.2bn by September, far below forecasts, intensifying funding concerns.

3

Nov 2026
RBA lifts cash rate to 18-year high as inflation risks keep Aussie dollar on back foot

RBA raised cash rate 25 bps to 4.85%, citing persistent inflation, AI-driven price pressures, upside risks.

3

Nov 2026
Gold Holds Near $3,943 Ahead of US Elections and Job Data

Gold trades near $3,943 after rebounding from a one-year low. Traders are watching resistance at $3,960–$3,970 ahead of US elections and jobs data.

3

Nov 2026
Taiwan GDP Surge and Firmer Inflation Bolster December CBC Rate-Hike Bets

Taiwan’s AI boom lifts GDP and inflation, boosting odds of a CBC rate hike in December.

3

Nov 2026
US ISM Manufacturing Employment Index slips in October, signalling slower factory jobs growth

ISM Manufacturing Employment Index dipped to 52.4 in October, signaling slower factory hiring growth yet expansion continues.

3

Nov 2026
French Fiscal Uncertainty Keeps Euro Zone Bond Spreads in Focus as ECB Hesitates to Intervene

French fiscal doubts keep euro bond markets focused on France, boosting volatility, contagion risk; ECB intervention remains conditional.

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