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Economy

Japan Trade Deficit September 2026: Why Surging Oil Imports Are Putting the Yen and BOJ Under Pressure

Japan's latest trade figures highlight a growing conflict between strong export demand and rapidly increasing import costs.

Ankur Sharma | 16 September 2026

UK Gilt Yields Surge: Why the Bank of England Could Slow Bond Sales

The Bank of England has become a major global macro focus as UK government bond yields climb sharply at the same time that energy prices are creating renewed inflation concerns.

Ankur Sharma | 16 September 2026

UK Inflation Accelerates: Why Investors Are Watching Gilts, Sterling and Bank of England Policy

UK inflation has become a major market catalyst after the latest consumer-price data showed headline inflation accelerating to3.1% year-on-year from 2.9% previously.

Ankur Sharma | 16 September 2026

UK Inflation Shock: What Higher Energy Costs Mean for the Bank of England and FTSE 100

The UK's August inflation release has become one of the most important domestic economic events of the week.

Ankur Sharma | 16 September 2026

US 10-Year Treasury Yield Nears 5%: Why Global Stocks and Investors Are Watching Bond Yields Closely

The US 10-year Treasury yield has become one of the most important indicators for global financial markets after briefly moving above5%, reaching approximately5.04%, before easing back toward the 5% area. The move represents the highest level seen since 2007 and has occurred during an …

Ankur Sharma | 16 September 2026

US Fed Rate Decision Today: Why Markets Are Bracing for Higher Rates

The Federal Reserve is at the centre of global financial-market attention as policymakers prepare to announce their September interest-rate decision. Markets have increasingly shifted toward expectations of a25-basis-point increase, which would represent the first US rate hike since 2023. The shift has been driven …

Ankur Sharma | 16 September 2026

Brazil Economy September 2026: Lower Inflation, High Rates and Slowing Growth Put Markets in Focus

Brazil is becoming an important exception to the broader global monetary-policy environment.

Ankur Sharma | 16 September 2026

Brent Oil Near $110: Could Higher Energy Prices Keep Global Interest Rates Higher?

Crude oil has become one of the most important macroeconomic drivers for global markets in September 2026.Brent Crudehas remained above the$100-per-barrel threshold, with prices recently moving toward the $110 area as supply disruptions and geopolitical concerns intensified.

Ankur Sharma | 16 September 2026

China Economy September 2026: Why Strong Factory Output Is Failing to Offset Weak Consumer Demand

China's latest economic data is sending two very different signals.

Ankur Sharma | 16 September 2026

China Economy Under Pressure: What Weak Consumption, Property and Investment Mean for Global Markets

China's economic outlook has become a major global macro theme after August data highlighted a significant divergence between industrial production and domestic demand.

Ankur Sharma | 16 September 2026
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