The big picture
The Fed's new chair abandoned forward guidance in his debut, acknowledging 65 months of elevated inflation and shifting to a data-dependent stance. This removes the explicit rate path investors had relied on, potentially increasing volatility. Meanwhile, the BOJ's August CPI shows core inflation firming, supporting further normalization and pressuring JGB yields. Both central banks are moving away from predictable policy frameworks, a theme echoed in the ECB-BIS debate on stablecoins versus tokenized reserves.
On the watchlist
- 2026-09-01: Euro-area flash CPI for August — a print above the ECB's target could reinforce the case for a September rate hike.
- 2026-09-15: BOJ policy decision — any hawkish shift would accelerate JGB yield increases.
- 2026-09-30: EU implementation notice on WTO DS622 — a commitment to recalculate duties would impact Indonesian fatty acid trade.
- 2026-10-01: EIA quarterly uranium update — a sustained price rise would confirm the output trend.
- 2026-10-15: Danmarks Nationalbank portfolio statistics — watch if Danish Asian share holdings remain elevated.
Top stories
2China extends mortgage terms to 40 yearsRates & Bonds
— PBoC
3Stablecoins fail money's test, BIS and ECB divergeSources disagreeRates & Bonds
5German employment dips, jobless rate edges upRates & Bonds
— Destatis
Also today
Danish Asian share holdings double on AI suppliers★ Barely reportedEquities & Sectors
WTO rules EU fatty acid duties exceeded dumping margin★ Barely reportedRegulation & Structure
— WTO
US uranium output triples to highest since 2017★ Barely reportedCommodities & Energy
— EIA
Deep dives
In brief
Rates & Bonds 28 items
Alle 28 Einträge anzeigen
POLSTR as a significant benchmark — Polish Financial Supervision Authority
Government Bonds: 120th Meeting of Special Participants in the Government Bond Market - Schedule — Ministry of Finance (Japan)
Producer prices in the manufacturing sector in Austria in July 2026 3.3% above previous year — Statistics Austria
Finnish economy continued to grow in April-June – export momentum continued — Statistics Finland
Wages have risen 3.2 pct. over the past year — Statistics Denmark
Press Conference by Finance Minister Katayama (August 28, 2026) — Ministry of Finance (Japan)
Results of the 2024 National Accounts, Results on GDP and Expenditure, and Annual Input-Output Tables — Statistics Bureau of Japan
The national unemployment rate was 9.5% in the May-July 2026 quarter — Instituto Nacional de Estadísticas (Chile)
Suspicion of crimes in trading of bonds issued by the State Treasury and BGK — Polish Financial Supervision Authority
TBills Advert 02 September 2026 — Reserve Bank of Fiji
Notice of weekly liquidity injection tender No. 35/H/2026, 09/M/2026 and 09/OdR/2026 of August 31, 2026 — Central Bank of West African States (BCEAO)
MSB Issuance Notice(DC026-1201-0910) — BankOfKorea_Notice
More... — National Bank of the Kyrgyz Republic
HKMC’s Social Bonds Allocation Update and Impact Report 2026 — Hong Kong Monetary Authority
Weekly Sensitive Price Indicator (SPI) for the week ended on 27-08-2026 — Pakistan Bureau of Statistics
31.08.2026 Business Cycle Statistics (Industry and Construction) May 2026 — Statistics Austria
Equities & Sectors 4 items
Alle 4 Einträge anzeigen
CMA LICENSES AN INTERMEDIARY SERVICE PLATFORM PROVIDER — Capital Markets Authority (Kenya)
Commodities & Energy 2 items
Production and Deliveries of Energy Products - June 2026 — National Statistical Institute (Bulgaria)
Decline in use of firewood and wood pellets — Statistics Denmark
FX & Emerging Markets 5 items
Alle 5 Einträge anzeigen
Loading... — Instituto Nacional de Estatística (Angola)
B-FXITT Standard Sale Operation – September 2026 — Bank of Jamaica
INTERNATIONAL MERCHANDISE TRADE STATISTICS – June 2026 — Fiji Islands Bureau of Statistics
Read more — Central Bank of Cuba
Regulation & Structure 22 items
Alle 22 Einträge anzeigen
OCC Acts to Improve Transparency and Consistency to Bank Enforcement and Supervisory Standards — Office of the Comptroller of the Currency (USA)
Agencies Issue Final Rule to Prioritize Material Financial Risks — Office of the Comptroller of the Currency (USA)
Information on the situation of the banking sector in 2025 — Polish Financial Supervision Authority
SCB Approach to Supervision — Securities Commission of The Bahamas
ERHC Energy, Inc. — SEC
CMC holds awards ceremony for the CMC Júnior Contest — Comissão do Mercado de Capitais (Angola)
IOEAMA UNSCR Ref SC16443 Taliban 27 August 2026 — Securities Commission of The Bahamas
Preparing to use a mass balance approach for Plastic Packaging Tax — HM Revenue & Customs (United Kingdom)
Announcement regarding decisions taken by the Polish Financial Supervision Authority on August 28, 2026 — Polish Financial Supervision Authority
Zero hours contracts: guidance for employers — Department for Business and Trade (United Kingdom)
FD column Laura van Geest: 'Regeldruk: bind jezelf vast als een ware Odysseus' — The Netherlands Authority for the Financial Markets
Check if your goods have been subject to a qualifying carbon pricing scheme — HM Revenue & Customs (United Kingdom)
Taking Stock of the Achievements in Regional Capital Markets in the East Africa Community. — Capital Markets Authority (Kenya)
Disclosure of Information; Extension of Comment Period — U.S. Federal Register (Finanzaufsicht, Regeln und Entwuerfe)
SEC: 38 Entities Feigned Legitimacy as U.S. Advisers Through False Filings to Lure Retail Investors — SEC
The AMF now publishes director declarations in French and English — Autorité des marchés financiers (France)
2026-08-28 FSC signs fintech cooperation agreement with India's IFSCA — Financial Supervisory Commission (Taiwan)
Otto Lobo meets with TCU President and presents projects to strengthen and modernize CVM — Comissão de Valores Mobiliários (Brazil)
International Policy: Minutes of the 14th General Meeting of the Customs, Foreign Exchange and Other Transactions Council (June 10, 2026) — Ministry of Finance (Japan)
DEAs 2026: XI National Conference of Internal Audit Directors and Managers — Comisión Nacional de Valores (Argentina)
Other market topics 2 items
Producer Price Index in Industry (2021=100.0), July 2026 — Hellenic Statistical Authority (Greece)
No direct market impact 36 items
Alle 36 Einträge anzeigen
Parliamentary Vice-Minister Komori visited Malaysia — Ministry of Economy Trade and Industry (Japan)
Investment made as the 6th case of debt purchase under the "Noto Peninsula Earthquake Reconstruction Support Fund" — Ministry of Economy Trade and Industry (Japan)
Rail freight volume increased by 10% in 2025 — Statistics Finland
Business tendency surveys in industry, construction, retail trade and services - August 2026 — National Statistical Institute (Bulgaria)
Building Activity, May 2026 — Hellenic Statistical Authority (Greece)
Accredited official statistics: Tobacco Bulletin — HM Revenue & Customs (United Kingdom)
Accredited official statistics: Monthly property transactions completed in the UK with value of £40,000 or above — HM Revenue & Customs (United Kingdom)
Official Statistics: Property rental income statistics — HM Revenue & Customs (United Kingdom)
Household Costs Indices for UK household groups: April to June 2026 — Office for National Statistics (United Kingdom)
The 2026 Winter Olympic Games and international tourism flows — Banca d'Italia
The 2025 Jubilee and international tourism flows — Banca d'Italia
Industrial production in the Republic of Uzbekistan for January-July 2026 — State Committee on Statistics (Uzbekistan)
Construction volume increased for the second consecutive quarter — Statistics Estonia
Navy Readiness: Actions Needed to Address Costly Attack Submarine Maintenance Challenges — U.S. Government Accountability Office
Government data presentation on a System of National Accounts basis compared to the Government Finance Statistics program — Statistics Canada
STATISTICS — National Bank of Serbia
Tourism Statistics Annual Report 2024 — Statistics Botswana
National output grew in July 2026 from a year earlier — Statistics Finland
28.08.2026 2024 um 12 % weniger neue Arbeitgeberunternehmen in Österreich — Statistics Austria
Retail trade turnover in July 2026 increased by 3.6% on an annual basis; growth continued for 40th consecutive month on an annual basis — Croatian Bureau of Statistics
Childcare gaps hold back women’s employment in Ukraine — International Labour Organization
Botswana Food & Beverage Imports June 2026 — Statistics Botswana
31.08.2026 Unemployment according to international definition July 2026 — Statistics Austria
Guidance: Horizon Convictions Redress Scheme (HCRS): assessment framework — Department for Business and Trade (United Kingdom)
Sign up for the Trader Support Service — HM Revenue & Customs (United Kingdom)
Federal Independent Dispute Resolution Operations; Correction — U.S. Federal Register (Finanzaufsicht, Regeln und Entwuerfe)
Support measures for affected small and medium-sized enterprises and small-scale business operators due to heavy rain from August 27, 2026 — Ministry of Economy Trade and Industry (Japan)
Fourth AMRO-HKMA-ADBI-SEACEN Financial Leadership Training Program held in Hong Kong — Hong Kong Monetary Authority