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| 7th October 2026 | view in browser | ||
| FOMC Minutes Preview – hawkish words, a softer reality | ||
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We look ahead to the FOMC minutes, where hawkish language may struggle to outweigh softer employment data, leaving the greater risk in a dollar and yields pullback that supports risk assets. |
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| 7th October 2026 | view in browser | ||
| Crypto’s bright outlook starts with its resilience | ||
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Crypto’s resilience against exceptional headwinds, growing adoption and the prospect of a weaker dollar underpin our bright outlook, with bitcoin and ETH still offering meaningful recovery potential despite the recent rally. |
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| 7th October 2026 | view in browser | ||
| Fed out of the way, next up…BOE and BOJ | ||
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The BoE and BoJ take center stage after the Fed, with markets focused less on the expected decisions and more on what policymakers signal about the pace and extent of further tightening. |
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| 7th October 2026 | view in browser | ||
| FOMC Preview – Looking beyond the quarter point | ||
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With a Fed rate hike overwhelmingly expected, the real market-moving question is what policymakers signal about inflation and the path for further tightening. |
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| 7th October 2026 | view in browser | ||
| ECB Decision Preview – What Comes After the Hike? | ||
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The ECB is expected to deliver a fully priced rate hike, leaving the market reaction dependent on whether Lagarde signals the move completes the Bank’s policy repositioning or opens the door to further tightening. |
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| 7th October 2026 | view in browser | ||
| US jobs report could decide the Fed’s September move | ||
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Friday’s US employment report could prove decisive for September Fed policy, with a strong rebound reinforcing the case for a rate hike following Warsh’s hawkish Jackson Hole message, while another weak reading would make further tightening far harder to justify. |
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| 7th October 2026 | view in browser | ||
| FOMC Minutes Preview | ||
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Today’s FOMC minutes could reveal the breadth of the Fed’s hawkish bias, though we see limited market fallout from confirmation of that stance and greater potential for dollar weakness and equity strength on any dovish surprise. |
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| 7th October 2026 | view in browser | ||
| US CPI Preview | ||
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Today’s US CPI report could determine whether the Fed raises rates in September, with softer core inflation likely supporting risk assets and a 0.3% monthly reading or higher favoring the dollar and Treasury yields. |
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| 7th October 2026 | view in browser | ||
| US jobs report preview: Searching for a Goldilocks outcome | ||
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Friday’s US jobs report is shaping up to be the next major test for financial markets, with investors looking for further evidence of a Goldilocks labor market that supports the recent rally in risk assets without reigniting inflation concerns. |
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| 7th October 2026 | view in browser | ||
| ECB Policy Decision Preview | ||
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Markets expect the ECB to leave rates unchanged on Thursday, with investors focused on whether President Lagarde delivers a hawkish message that keeps a September rate hike firmly in play amid elevated geopolitical and energy-driven inflation risks. |
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