Fed Gets a Reason to Wait (5-9 October)September’s soft US labor data cooled expectations for an immediate Fed hike, pulling the dollar below 102 and helping the euro and pound recover.
Japan’s Inflation Loses Some Heat (28 Sept-2 Oct)Japan’s annual inflation held at 1.9% in August, while core inflation eased to 1.7%, staying below the BOJ’s 2% target for a seventh month.
Central Bank Actions Drive Sentiment (21-25 September 2026)Markets have adjusted to policy decisions from major central banks, led by a hawkish rate hike from the Federal Reserve and a policy move from the Bank of Japan.
Europe Hikes, Japan Lines Up (14-18 September)The ECB raised rates 25bp, taking its deposit rate to 2.50%, while Japan’s 7.6% producer inflation strengthened expectations for a BOJ hike this month.
Strong Jobs Put Hikes Back in Play (7-11 September)The US economy added 162K jobs in August, nearly triple expectations, while unemployment held at 4.1%.
Hawkish Warsh Speech Drives Markets (31 August - 4 September 2026)Hawkish remarks from Federal Reserve Chair Kevin Warsh at Jackson Hole sparked significant shifts across global assets.
Precious Metals Push Higher (24-28 August)Gold reached around $4,650 and silver traded above $69, supported by dollar weakness, US fiscal concerns, and lower yields.
Eurozone inflation at 2.9% and Q2 growth of 0.4% supported expectations for another ECB hike in September.
