2026-09-08Tue
The UK's discount rate cut and Japan's yield surge both signal a repricing of long-duration public and private assets.
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2026-09-07Mon
The BoJ's shrinking monetary base signals tighter liquidity, pressuring JGB pricing and short-term rates.
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2026-09-06Sun
Indonesia's trade balance flipped to deficit as oil and gas exports fell to $1.07bn , pressuring the rupiah and fiscal accounts.
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2026-09-05Sat
Central banks diverge as Japan and India hold or hike while Turkey and Kazakhstan ease — the inflation fight is no longer synchronized.
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2026-09-04Fri
Central banks signal readiness to tighten as inflation proves sticky, with the Fed's Waller and the BoE's Pill both leaning hawkish.
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2026-09-03Thu
Central banks diverge as the Fed's risk-management tilt steadies term premia while the Bank of Korea hikes to a level not seen in years.
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2026-09-02Wed
Central banks anchor policy to supply shocks and fiscal constraints as the ECB's energy-driven inflation and Finland's EDP collide.
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2026-09-01Tue
Hyperscalers' euro bond issuance nears 10% of NFC gross issuance, reshaping the euro corporate bond market.
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2026-08-31Mon
The US Treasury's proposed special measure on Banque Misr's UAE branches threatens to sever dollar clearing for a key Egyptian bank.
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2026-08-30Sun
Indonesia's import surge flips its trade balance into deficit, pressuring the rupiah and external debt servicing.
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2026-08-29Sat
Warsh's debut breaks the Fed's forward guidance, forcing markets to price policy without a path.
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2026-08-28Fri
Norges Bank's rate path diverges further from peers as the ECB holds against an energy shock.
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2026-08-27Thu
The ECB's AI adoption data shows uneven gains, yet the SNB's macroprudential cap binds, limiting policy headroom.
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2026-08-26Wed
Tokenized deposits threaten banks' maturity transformation, with a double-digit duration cut shrinking capacity by $580bn .
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2026-08-25Tue
Central banks across four continents are redefining their operating frameworks, with the RBA, SNB, CBRT and Riksbank all signalling shifts in how they manage liquidity and rates.
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2026-08-24Mon
The weekend brought only routine central bank and statistical releases, leaving the week's direction to scheduled data and policy signals.
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2026-08-23Sun
S&P's upgrade of Kazakhstan to BBB signals fiscal credibility gains, while productivity and tax research reshape inflation and volatility assumptions.
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2026-08-22Sat
Russia's digital ruble launch on September 1 puts the central bank at the center of payment modernization, with 12 systemic banks covering 80% of the market.
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2026-08-21Fri
Foreigners' record ¥1.25 trillion weekly JGB sell-off pressures yields as the ECB's revised Supercore gauge turns more cyclical.
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2026-08-20Thu
ECB's Lagarde warns Europe's growth model erodes as euro-area inflation hits 2.9%, complicating policy.
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2026-08-19Wed
The Treasury's stablecoin rule extends U.S. jurisdiction extraterritorially, with fines up to $1 million per violation.
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2026-08-18Tue
The investment landscape is increasingly defined by a single risk: the AI-driven stock market boom, which the ECB warns is vulnerable to a correction, with euro area households holding around €440 billion in US tech equities via funds.
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2026-08-17Mon
Australia's housing market is set for a sharper slowdown than any external forecast has suggested, with the RBA's own scenario putting housing credit growth at 3.5% from 7.8% and prices 2-5% lower relative to no policy change.
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2026-08-16Sun
Peru's 12-month inflation expectation rose to 3.01% in July from 2.83% in June, while the 24-month expectation held at 2.43%, according to the BCRP survey.
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2026-08-15Sat
Global food prices rose 0.6% in July to 131.1 points, with wheat up 5.8% on Black Sea disruptions and heatwaves, compounding the inflationary shock from El Niño and Middle East conflict.
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2026-08-14Fri
Euro area inflation is diverging, with Dutch CPI accelerating to 3.2% in July from 2.9% in June, now above the euro area average of 2.9%, while the ECB's June hike to 2.25% was already a response to May's 3.2% peak.
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2026-08-13Thu
The day's narrative is dominated by a strengthening El Niño, now with a 90% chance of a very strong event, which compounds the inflationary shock from the Middle East conflict.
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