Macro

US Treasury par yield curve rates updated for January and February 2026
The Treasury's Daily Treasury Par Yield Curve rates for 2026 show 10-year yields from 4.15% to 4.30% and 30-year yields from 4.79% to 4.91% across January and February.

Lithuania closes Vilnius airport and NATO summons jets in response to a possible drone incident
Lithuania shut Vilnius airport and NATO called in jets after a possible drone incident.

Irish services sector expands at fastest pace since November
AIB/S&P Global data showed Ireland's services output rose to 55.4 in August, the strongest gain since November 2025, with demand, backlogs and sentiment improving.

US Housing Market Data Releases Set for Thursday Morning
August housing starts and pending home sales figures will be published Thursday, according to scheduled economic calendar listings.

BCA Warns of 2028 Policy Shifts if Trump’s Tariffs Resume
Trump’s potential revival of reciprocal tariffs through 2027 raises concerns about retaliatory global trade actions and a possible shift toward Democratic-leaning economic policies by 2028.

U.S. inflation data remains pivotal for upcoming Federal Reserve rate decisions after surprise hiring jump
U.S. inflation data is viewed as pivotal for upcoming Federal Reserve rate decisions after a surprise jump in hiring.

Trump criticizes Ukrainian attacks on Russian diesel infrastructure, says they hurt global economy
Former President Donald Trump said Ukrainian strikes on Russian diesel facilities are damaging the global economy.

Discussion Raised Over Ireland's Impact on Eurozone GDP Accuracy
Analysts are debating whether Ireland's economic output distorts headline Eurozone GDP figures, raising questions about the reliability of regional macro data.

Fed Survey: Inflation Expectations Ease, Unemployment Woes Deepen
The New York Fed's August consumer survey shows three-year inflation expectations slipping to 3.2%, while the probability of rising unemployment hit a post-April 2020 high of 44.4%, signaling deteriorating labor-market sentiment.

US Treasury Yields Dip Before Key Inflation Data and FOMC Meeting
US Treasury yields fell slightly as investors position ahead of August consumer inflation data releases and an upcoming Federal Open Market Committee meeting.

HSBC says risk assets shrug off negative catalysts as market strength remains 'breathtaking'
HSBC strategist Max Kettner attributes continued equity and bond rally to earnings resilience, wealth effects and ample central‑bank support, while warning that U.S. risks could end the run.

US-Canada trade war escalates as US stocks and futures slide alongside rising oil
Escalating trade tensions between the United States and Canada coincide with declining US stock futures and higher oil prices.

Swiss parliament criticises F-35 procurement overrun, cites government failure
The National Council’s oversight commission said no fixed price was agreed with the United States and criticised the defence ministry’s negotiation process, after a CHF 400 million cost overrun forced a reduction in jet numbers.

UK pays record 5.82% on 30-year bond
Britain sold £4.25bn of 30-year bonds at 5.8168%, the highest comparable yield since 1998, as inflation and oil-price concerns raised long-term borrowing costs.

Canada Explores Closer EU Ties Amid Worsening US Relations
Canadian PM Mark Carney is examining an associated EU partnership, seeking deeper cooperation in energy, AI, defence and critical minerals as a counterweight to escalating trade tensions with Washington.

U.S. Bond Yields Approach 5% Milestone as Debt Tops $40 Trillion
The 10-year Treasury yield nears 5% for the first time in nearly two decades, while U.S. government debt surpasses $40 trillion and real rates climb to fresh highs.

Marktvolatilität vorerst gebremst, aber Risiken für September und Oktober steigen
Finanzmärkte zeigen nach ruhigem August Anzeichen von Spannungen durch Zinsentscheidungen, US-Wahlen und geopolitische Faktoren.

Swiss favor capital-and-annuity blend for retirement, study finds
A sixth survey by Lucerne University shows half of respondents prefer mixing lump-sum payouts and annuities, while only 60% income replacement falls short of what most deem adequate.

Thousands rally in Berlin against Germany's far right
Thousands of demonstrators gathered in Berlin to protest against Germany's far right, according to a Reuters video report.

Bank of Canada holds key rate at 2.25% as tariffs and oil prices cloud outlook
The central bank kept its overnight rate at 2.25% and warned that new U.S. tariffs and volatile oil prices increase inflation risks despite a strong Q2 rebound.

Citi Flags Five Market Worries Investors Should Watch
Citi strategists maintain a long-risk stance while outlining five key threats: a hawkish Fed, rising bond yields, Japan carry unwind, oil disruption, and European gas pricing.

China's August Exports Jump 25%, Trade Surplus Hits $119.1 Billion
China's trade surplus swelled as exports rose 25% year-on-year, driven by auto and AI shipments, while imports grew 28.2% — slightly behind forecasts.

UK Budget Faces Oil Shock, Gilt Sell-Off and Trump Policy Headwinds
Healey’s October budget may be constrained by higher borrowing costs, an oil-price spike and fiscal headroom that could shrink if the OBR uses current market conditions.

Kanada setzt Gegenzölle auf US-Stahl, Aluminium und andere Importe ab 8. September
Kanada führt ab Dienstag Gegenzölle im Wert von bis zu 27,6 Mrd. USD auf US-Importe ein, nachdem die USA zuvor 20 Mrd. USD kanadischer Waren mit Strafzöllen belegt hatten.

