Economy

U.S. trade deficit hits $88.6 bn in July, widest since early 2025
Imports surged while exports fell, with capital goods imports rising 11.4%—the largest increase since 1993—driven by AI infrastructure demand.

BIS chief warns AI capex arms race relies on opaque debt, posing systemic risks
BIS chief Pablo Hernandez cautions that AI spending funded by opaque debt could create systemic risks, citing past railway and dot‑com bubbles.

Stournaras Warns ECB on Inflation Risks, Rates to Stay Cautious
ECB member cautions against hasty rate moves amid persistent inflation pressures and geopolitical risks.

Markets rally on Fed rate-hike bets, yen strength amid mixed signals
U.S. equities and bonds advanced on Thursday as investors weighed Federal Reserve commentary and a Bank of Japan rate decision, with the yen surging and crude prices fluctuating.

Markets Price 90% Chance of First Rate Hike Under Fed Chair Warsh
Financing-indicator odds sit near 90% for a 25-basis-point lift at Wednesday's FOMC meeting, pushing rates to 3.75%-4.00%. Inflation remains at 3.4%.

US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng to Meet at JPMorgan HQ
US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng are scheduled to meet at JPMorgan headquarters to discuss AI security and trade.

China holds benchmark lending rates for 16th straight month
The PBOC kept its one-year and five-year loan prime rates unchanged, reflecting narrow room for monetary easing amid U.S.-China policy divergence and weak credit demand.

Swiss Unions Demand 2.5% Wage Hike to Counter Inflation and Purchasing-Power Crisis
The Swiss Trades' Confederation is calling for a across-the-board 2.5% salary increase, citing lagging real wages, rising health-insurance costs and a deep purchasing-power squeeze affecting workers nationwide.

SEC Moves Toward Round-the-Clock Securities Trading
The SEC held a roundtable on extending traditional market hours to 24/5, noting tokenization could enable real-time settlement and faster investor response.

Trump Threatens Trade Cuts Over Fed Zinserhöhung
US President Donald Trump reiterated threats to impose trade restrictions on certain nations if the Federal Reserve fails to cut interest rates, amid a strong August jobs report and persistent inflation.

Japan to Release July Industrial Production and Capacity Utilization Data on September 14, 2026
The data will be complemented by Austria hosting the International Atomic Energy Agency's general conference in Vienna.

ECB Expected to Raise Key Interest Rate Amid Spiking Eurozone Inflation
The ECB is expected to raise its key interest rate as Eurozone inflation accelerates amid energy and geopolitical pressures.

Sep 16, 2026 Preview: Key Economic Data Releases and Corporate Events
The day features investor days for Salesforce and On Semiconductor, alongside a slate of UK, Italian and euro‑area inflation and activity data, US retail sales, trade prices, housing indicators and a Federal Reserve policy decision, plus legal and banking‑sector events in France and Germany.


Swiss Economic Calendar: Data Releases and Corporate Events, Sept 14–21
A week of Swiss macro data, earnings and conferences including Repower, R&S, Aevis, Helvetia Baloise, UBS banking-law debate and the Investora conference.

Wall Street volatility driven by prospect of a new Federal Reserve rate-hiking cycle and AI safety fears
Market turbulence on Wall Street is linked to expectations of a fresh Federal Reserve rate‑hiking cycle and concerns over AI safety.

Goldman Sachs now expects Fed to raise rates by 25 bps in September
The revision follows stronger-than-expected US producer price data and oil price rises above $100 per barrel, raising expectations of further monetary tightening.

BIS Chief Warns AI Boom Poses New Financial Stability Risks
Bank for International Settlements head Pablo Hernandez de Cos cautioned that rampant AI investment funded increasingly by debt could create vulnerabilities in the financial system.

Germany Inflation Rate Climbs to 2.9 Percent on Expensive Energy
Rising energy costs push Germany's headline inflation to 2.9 percent, while core inflation also climbs to 2.4 percent year on year.

Federal Reserve Issues New Report on Silicon Valley Bank Collapse
The Fed has published a new regulatory report examining the circumstances behind the bank's failure, which could inform future banking oversight.

Japan posts trade deficit for fourth month as soaring oil prices stoke import costs
Japan's trade balance slipped into negative territory for a fourth straight month, weighed down by steep energy import bills amid elevated global oil prices.

Swiss Economy Surges 1.9% in Second Quarter on Strong Momentum
Switzerland's GDP expanded 1.9% quarter-over-quarter in Q2, accelerating sharply from the first quarter's 0.6% gain, while annual growth jumped to 2.8%.

Eurozone stocks rebound from lows as weak payrolls temper rate bets
European indices recovered from one-month lows amid mixed economic data, with producer prices surging and U.S. payrolls falling short of expectations.


EU chief heads to Greenland to bolster Arctic ally amid Trump annexation threats
Von der Leyen seeks fresh funding for Danish territory as Trump renews push to acquire Greenland on security grounds.

UBS Outlines Holdings to Favor and Avoid as Fed Rate Hike Looms
Wealth manager UBS has identified investments to own and steer clear of as expectations for a Federal Reserve interest-rate increase build.

EU Pledges €200M Funding Boost for Greenland Amid Trump Annexation Pressure
The European Union committed a fresh €200 million funding package to Greenland, backing the territory's deepening Arctic partnership with Brussels even as Donald Trump renews his push to acquire the island.









