Policy

10 September 2026
PBoC sets firmer USD/CNY fixing but keeps yuan below market estimates to aid exports

PBoC set USD/CNY fix at 6.7766, signaling tolerance for weaker yuan; traders eye depreciation and hedging.

10 September 2026
Taiwan inflation cools to 2% as markets weigh September rate hike and range-bound TWD

Taiwan August CPI cooled to 2.0%; core stayed elevated, keeping CBC hike odds and USD/TWD range focus.

10 September 2026
Chile Central Bank Holds Rates at 4.50% as Traders Eye Swaps and Peso Options

BCCh held rates at 4.50%, signaling patience amid weak growth; traders favor swaps, range-accruals, FX hedges.

10 September 2026
AUD/USD tests 0.7240 as RBA hawkish tilt and positioning underpin near-term support

AUD/USD nears 0.7240 as 0.7200 support holds; hawkish RBA, steady PMIs, and China softness shape strategy.

10 September 2026
BDC filings show rate-hike windfall but rising PIK and maturities cloud credit outlook

Seven BDCs gain $677m income per 100bp hikes, but rising PIK, non-accruals, refinancing risks threaten credit.

9 September 2026
China’s CPI Holds at 0.8% in August, Bolstering View of Stable Inflation and Further Easing

China’s August CPI held at 0.8% year-on-year, suggesting stabilizing inflation, fragile demand, and likely further easing.

9 September 2026
Chile central bank keeps benchmark rate at 4.5% as inflation, growth outlook guides policy stance

BCCH held Chile’s benchmark rate at 4.5%, pausing policy as officials assess inflation, growth and conditions.

9 September 2026
TD Securities flags waning policy support as Colombian peso strength fades, USD/COP seen higher

TD sees Colombian peso strength fading as rate hikes end, fiscal consolidates; USD/COP downside limited, upside risks.

9 September 2026
US Jobs Surprise Lifts September Fed Hike Odds as Markets Reprice Rates Towards Neutral

Strong jobs data revives September Fed hike odds above 60%, signaling two-to-three hikes and higher yields.

8 September 2026
PBoC Sets Weaker USD/CNY Fix Than Reuters View, Stoking Yuan Depreciation Expectations

PBoC fixed USD/CNY weaker than estimates, signaling gradual yuan depreciation, possible easing, volatility, and hedging strategies.

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