Monthly Archives: September 2026
41654156156Euro Braces for August CPI as Energy Costs Test ECB Resolve
Written on September 1, 2026 at 7:43 am, by pumarketings
Key Takeaways: *The euro is set for heightened volatility as August inflation data are released, with headline CPI expected to rise toward 3.0% YoY from 2.9% in July. *A stronger inflation print could reinforce expectations for a 25bp ECB hike to 2.50% on September 10, supporting the euro. A softer core reading could weaken thoseContinue Reading
Oil Rises as Renewed US-Iran Tensions Revive Supply Risks
Written on September 1, 2026 at 6:49 am, by pumarketings
Key Takeaways *US-Iran tensions drive oil higher: Renewed military exchanges have rebuilt the geopolitical risk premium, pushing Brent above $90 and WTI toward $86. *Vessel traffic has fallen sharply, with only around five visible commodity vessels per day, while a tanker was reportedly struck by projectiles. *OPEC+ is increasing output from September, but the additionalContinue Reading
Dollar Holds Firm as Hawkish Fed Weighs on Gold
Written on September 1, 2026 at 6:05 am, by pumarketings
Key Takeaways: *Fed hawkishness weighs on gold: Kevin Warsh’s inflation warning has pushed September Fed hike expectations to around 66%, lifting Treasury yields and increasing pressure on non-yielding gold. *Dollar gains remain limited: Despite higher yields and stronger rate-hike expectations, the DXY remains around 99.4–99.6, suggesting fiscal concerns and profit-taking are limiting the dollar’s upside.Continue Reading
