Policy

11 September 2026
Serbia Growth Upgrade and Disinflation Keep NBS on Hold as Election Risks Cloud Dinar Outlook

Serbia’s H1 growth strengthened; GDP forecasts lifted. Headline inflation fell, but core stayed high, implying prolonged NBS pause.

11 September 2026
Commerzbank Sees Russia’s Central Bank Holding 14% Rate as Inflation and Rouble Risks Persist

Commerzbank expects Russia’s CBR to hold 14% rates amid rising inflation expectations, weak rouble, fueling higher-for-longer stance.

11 September 2026
US Treasury triples long-bond buybacks as yields climb and gold tops $4,400

US Treasury triples bond buybacks to $6bn, but yields climb; traders eye puts, metals, volatility.

11 September 2026
Dollar holds near 4.07 against ringgit as foreign equity outflows weigh, despite hawkish BNM tone

Ringgit slid as foreign equity outflows lifted USD/MYR; softer industrial output challenged confidence despite hawkish BNM stance.

11 September 2026
TD Securities lifts August core PCE call after firm PPI inputs cloud CPI and Fed outlook

TD Securities raised August core PCE forecast after firm PPI inputs, expecting higher inflation and volatility.

10 September 2026
ECB rate rise and resilient Eurozone economy bolster euro outlook as inflation seen above target until 2027

ECB hikes 25bps; economy resilient but risks linger. Inflation above target until 2027; favor Euro calls, hedge equities.

10 September 2026
Russia’s Central Bank Reserves Fall $20.7bn to $753.5bn, Raising Rouble Defence Questions

Russia’s reserves fell $20.7bn to $753.5bn, signaling intervention; expect rouble volatility, commodity swings, and rate hikes.

10 September 2026
US core PPI rises 0.2% in August, below forecasts, easing producer price pressures

US core PPI rose 0.2% in August, below forecasts, signaling easing producer inflation and softer pipeline pressures.

10 September 2026
ECB set for 25bp rate rise as EUR/USD hovers near key moving averages ahead of guidance

ECB seen hiking rates 25bp Thursday; inflation elevated, growth rebounds, and EUR/USD hovers below 1.1650 amid guidance.

10 September 2026
Turkey industrial output decline eases in July, bolstering case for higher-for-longer interest rates

Turkey’s July industrial output fell 0.3% year-on-year, improving from June’s 1.4% decline, signaling resilience.

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