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Markets

The Week Ahead
Key takeaways Political change in Europe is the euro’s biggest long term problem What an upside payrolls surprise means for…
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Markets

AI back in favour, Brent nears to $100
A relatively quiet week was concluded with the crucial publication of NFP data. These turned out to be surprisingly strong…
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Banks

Equities: Labour data weighs on stocks – Danske Bank
Danske Research notes that a strong US labour market report increased expectations of a more hawkish Federal Reserve, pressuring global…
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Banks

CEE FX: Hawkish pricing versus dovish banks – ING
ING’s Frantisek Taborsky highlights a busy CEE data and policy calendar, with Hungary’s inflation seen edging up, the National Bank…
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Banks

US Dollar: Volatility risks around Fed decision – Commerzbank
Commerzbank’s Thu Lan Nguyen notes that the latest US labour market report does not materially alter expectations for a September Fed rate…
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Banks

Oil: Tanker risks support prices – ING
ING analysts Warren Patterson and Ewa Manthey note that Oil remains supported as tensions between the US and Iran escalate…
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Banks

Euro: Range holds before key data against US Dollar – Danske Bank
Danske Research Team reports EUR/USD trading in a narrow 1.1610–1.1620 range after quickly reversing losses from a stronger US jobs…
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Economics

Japan Coincident Index Highest Since 2018
Japan’s coincident economic index, a key gauge of current economic conditions based on indicators such as industrial production, employment, and…
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Economics

UK House Prices Fall for First Time Since 2023
The Lloyds House Price Index showed UK house prices fell 0.4% year-on-year in August 2026, marking the first annual decline…
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Economics

Sweden Inflation Rises Less Than Expected
Consumer prices in Sweden rose by 0.3% year-on-year in August 2026, slightly up from 0.2% in July, which was the…
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