18/09/2026 – Global Markets Overview

Global Markets: BoJ Rate Hike, Lower Oil Prices and Strong US Equities Support Risk Sentiment Global markets enter Friday, September 18, with a cautiously positive tone as investors digest the Bank of Japan’s latest rate hike, the Federal Reserve’s recent policy decision, easing oil prices and strong performance across US equities. The Bank of Japan […]

18/09/2026 – Daily Reports

Trump-Xi Summit: Commodities in the Spotlight Agriculture, energy, rare earths and sanctions are expected to be key bargaining chips when Donald Trump and Xi Jinping meet in Washington next week. US agricultural exports to China could gain momentum, with soybeans, corn and sorghum among the main products in focus. A potential reduction in tariffs could […]

17/09/2026 – Daily Reports

Hawkish Fed Lifts Dollar as Focus Shifts to BOJ The U.S. dollar climbed to a seven-week high, with the Dollar Index rising to 100.33 after the Fed delivered a hawkish message. The Fed raised rates and signaled another rate hike in 2026, while new Fed Chair Kevin Warsh sounded more hawkish than expected. U.S. Treasury […]

16/09/2026 – Global Markets Overview

🌍 Global Markets – September 16, 2026 Global markets remain cautious ahead of today’s Fed decision, with the key market chain being oil → inflation → Fed policy → bond yields → equities. Elevated oil prices and rising Treasury yields continue to weigh on risk sentiment, while the Fed’s forward guidance is expected to drive […]

16/09/2026 – Daily Reports

Dollar Holds Gains Ahead of Fed Decision Markets price around a 90% chance of a 25bp Fed hike, which could provide modest support for the dollar. USD/JPY climbed to 155.43, while EUR/USD remained near 1.1535 and GBP/USD around 1.3470. The dollar’s recent strength is supported by expectations that the Fed may need several hikes to […]

15/09/2026 – Daily Reports

Dollar Gains Momentum as Oil Shock Fuels Fed Rate Hike Bets The U.S. dollar climbed to a near two-week high as surging oil prices pushed Treasury yields higher and reinforced expectations for a Fed rate hike on Wednesday. Markets are now pricing in a roughly 93% probability of a Fed hike, which would be the […]

14/09/2026 – Daily Reports

Dollar Rises as Yen Holds Near 7-Month High The dollar index rose 0.12% to 99.22 as markets priced an 86% chance of a Fed rate hike this week. U.S. 2-year yields remain elevated near 4.61%, while rising oil prices continue to fuel inflation concerns. Brent climbed nearly 3% to $107.60 amid escalating Middle East tensions […]

14/09/2026 – Global Markets Overview

GLOBAL MARKETS – MARKET OVERVIEW 🌍 The Global Market Picture Overall view: SHORT-TERM RISK-OFF / HIGH VOLATILITY New attacks in Saudi Arabia over the weekend and the precautionary closure of the East-West oil pipeline have renewed concerns over global oil supply. Saudi equities fell 1.3% on Sunday, while Aramco declined 1.6%. The pipeline shutdown could […]

11/09/2026 – Global Markets Overview

Global Markets: Inflation, Oil and Rising Bond Yields Put Risk Appetite Under Pressure Global markets enter Friday, September 11, with a cautious risk-off tone as investors focus on US inflation, oil prices above $100, rising global bond yields and renewed uncertainty over Federal Reserve policy. Following recent equity-market losses, conditions remain fragile, although the possibility […]

11/09/2026 – Daily Reports

Dollar Gains as Oil Shock Fuels Fed Hike Bets The dollar holds near a one-week high as rising oil prices and Treasury yields support safe-haven demand. Brent climbs above $108, extending its six-day rally as Middle East energy-supply risks deepen. Fed hike expectations rise, with markets now pricing a 71.3% chance of a 25 bps […]