Energy Costs Keep U.S. Inflation ElevatedU.S. consumer prices increased 0.4% month-on-month in August 2026, accelerating from a 0.1% rise in July. Annual headline inflation remained unchanged at 3.4%.
ECB Raises Rates by 25 Basis PointsThe European Central Bank raised interest rates by 25 basis points at its September 2026 policy meeting, marking its second increase since the outbreak of the US-Iran conflict.
Trump’s $5,000 “Dividend” Revives the Populism DebateDonald Trump’s proposal for a $5,000 direct cash payment before the midterm elections is stirring debate in the US over both its economic and political implications.
Chinese Banks’ Interest Margins Hit a Record LowChinese banks’ net interest margin (NIM) has fallen to around 1.4% in 2026, its lowest level on record.
Could the Gold Standard Make a Comeback?The combined M2 money supply of the world’s four major central banks stands at roughly $100–102 trillion.
Friday CPI Puts Warsh’s Fed Decision in FocusFederal Reserve Chair Kevin Warsh’s position ahead of the September policy meeting could depend heavily on Friday’s U.S. inflation report. Recent employment data has reduced expectations for another interest rate hike, but persistent price pressures continue to limit the Fed’s ability to turn less hawkish.
Are US Treasuries Becoming Uninvestable?US Treasuries have been considered among the safest assets in the world.
Inflation Makes Rates Interesting AgainFor much of the past few years, the central-bank story has revolved around one question: when will rates come down?
