Economy

Swiss Economic Calendar: Sep 10–17 Covers Earnings, Inflation Data and Policy Meetings
Switzerland's key economic releases include BFS inflation figures, Repower and Helvetia Baloise half-year results, OECD country report, and UBS banking-law testimony before the Council of States.

SMI und US-Märkte unter Druck: Inflation, Zinsen und Nahost-Konflikt belasten Aktien
Der Schweizer Leitindex SMI und US-Aktienmärkte erleben am Donnerstag weitere Verluste, getrieben durch Sorgen um Inflation, Zinspolitik und geopolitische Spannungen.

Fed Hawkish Policy, Strong Macro Data Spark Global Fixed-Income and FX Repricing
A Federal Reserve policy decision alongside August core CPI of 0.3% month-over-month and retail sales rising 1.2% month-over-month drove global fixed-income and foreign-exchange repricing.

ECB, Fed, SNB Face Divergent Rate Paths as Energy Prices Complicate Outlook
Central banks navigate diverging inflation pressures and growth signals ahead of key September meetings in Frankfurt, Washington, and Bern.

Trump Urges Fed to Cut Rates to Lowest in World Ahead of FOMC Meeting
President Donald Trump escalated pressure on the Federal Reserve, calling for the lowest interest rates globally ahead of the September 15–16 FOMC decision, amid rising expectations of a 0.25 percentage-point hike.

US 10-Year Treasury Yield Approaches 5% on Oil, Rate Hike Fears
The benchmark US 10-year Treasury yield nears the psychologically significant 5% level as elevated oil prices and growing concerns over potential Federal Reserve rate hikes weigh on markets.

Ahead of the upcoming Federal Reserve meeting, Trump states that the US should have the world's lowest interest rates.
Former President Donald Trump said the United States should aim for the world's lowest interest rates ahead of the Federal Reserve's upcoming meeting.

Renewed US‑Iran strikes raise Middle East tensions, send equity indices lower and affect oil prices
New US‑Iran strikes have heightened Middle East tensions, contributing to declines in major equity indices and influencing oil prices.

Bank of Canada holds 2.25% rate amid inflation risks, trade uncertainty
The central bank left its key overnight rate unchanged at 2.25% while weighing economic recovery against inflation pressures tied to oil prices and U.S. tariffs.

FedWatch shows 25 bps hike in September still priced in
Market pricing suggests a 25 basis-point rate hike remains a key possibility for September, reflecting evolving inflation expectations.

ECB faces expectations of rate hike amid fresh inflation fears from Iran war
The European Central Bank is expected to raise rates as fresh inflation concerns linked to the Iran war affect the Eurozone.

US Jobless Claims Fall to 196,000, Defying Expectations
Initial unemployment claims dropped by 10,000 to 196,000 last week, well below the 207,000 economists projected, underscoring a resilient U.S. labor market that complicates the Fed's rate trajectory.

Trump Says US Should Have World's Lowest Interest Rate Ahead of Fed Meeting
The president stated his view that the United States should hold the lowest interest rate globally, just before a Federal Reserve policy meeting.

Aquila-CIO Marchesi: Bond Market Biggest Worry Amid Oil, AI and US Debt Pressures
The Aquila chief investment officer says the bond market poses the greatest risk as US refinancing costs surge, while AI capex cycles face scrutiny over circular financing.

Federal Reserve Rate Decision Under Warsh Accompanied by Oil Price Retreat and Wall Street Sentiment Boost
The Federal Reserve's rate decision under Chair Kevin Warsh, coupled with falling oil prices and improved Wall Street sentiment, has lifted a long-standing overhang on financial markets.

Eurozone yields drop as Fed hike eases duration pressures
German Bund yields fell for the first time in six weeks as post-Fed rate action calmed investor concerns over long-duration assets.

Barclays projects BoE rate hikes in November, February amid inflation concerns
Bank of England holds rates at 3.75% as MPC votes 6-3 to pause, but Barclays forecasts further hikes in November and February 2027, citing inflation risks from energy prices and geopolitical tensions.

Euro-Area Consumers Raise Inflation Outlook as Growth Stays Pessimistic
The ECB's August consumer survey shows median expected inflation rising across all horizons, while growth expectations remain negative and the labour market outlook edges slightly more positive.

Euro Zone Bond Yields Retreat From Weekly Spikes as Post-Fed Relief Takes Hold
German 10-year bund yields anchored near 3.49% after Tuesday's sell-off, while the Fed, BoE and BOJ delivered rates moves that steadied fixed-income desks across Europe.

ECB Vice President Boris Vujcic cools oil-fueled bets on rate hikes
ECB Vice President Boris Vujcic said remarks that tempered oil‑driven expectations of further rate hikes.

U.S. Jobless Claims Drop, BOE Holds Rates Amid Central Bank Divergence
Weekly initial jobless claims fell to 196,000 while the Bank of England kept borrowing costs at 3.75%, contrasting with the Fed's recent 25-basis-point hike that lifted stocks.

Japan raises rates to 31-year high; UK retail sales beat forecasts
The Bank of Japan hiked its target rate to 1.25%, joining a global tightening wave, while British retail sales rose unexpectedly in the summer.

ECB's Vujčić Says Central Banks Remain Cautious on AI's Productivity Impact
ECB Vice-President Boris Vujčić says persistent higher prices could erode purchasing power and food inflation may peak at 3.4% in Q3 2027, while noting uncertain AI productivity outlook.

Japan's Central Bank Raises Key Rate to 31-Year High
The Bank of Japan lifted its benchmark rate by 25 basis points to 1.25%, marking the highest level since 1995, in its second hike this year.

European Central Bank widely expected to hike interest rates amid surging oil prices and ongoing U.S.-Iran conflict
The ECB is anticipated to raise rates as oil prices climb and the U.S.-Iran situation persists.

