MAS Holds S$NEER Band: Slope, Centre, Width Unchanged
MAS left slope, centre and width unchanged, holding the Singapore dollar on its appreciating path. All 10 analysts polled by Reuters had expected a tightening, making the October hold a dovish surprise against consensus.
US CPI Preview: 14 Forecasters See 3.6% Headline, Core Split
Fourteen forecasters see September US CPI headline at 3.6% on record gasoline, but core calls range from 0.16% to 0.24%. That eight-basis-point gap decides whether December hike pricing holds.
Fed's Barkin, Williams, Collins Split on 2027 Rate Path
Three Fed officials backed one more 2026 hike, but Williams said he sees no reason for increases in 2027. That ceiling on the peak rate is what longer-dated yields and the dollar are now trading against.
Fed's Collins Flags Broad Inflation Watch, Caps October Hike Odds
Boston Fed's Collins says uncertainty is elevated and she's watching how broad inflation is, not just the headline energy numbers. That shifts the next hike's timing from the October 27-28 meeting toward December.
Fed's Collins Backs Another 2026 Rate Hike, Flags 3 Inflation Risks
Collins backed last month's hike to 3.75%-4.00% and expects one more before end-2026, naming AI data centres, tariffs and war-driven fuel costs as the three pressures keeping inflation above target.
RBA Hikes to 4.60% as Minutes Flag Higher Neutral Rate
The RBA's minutes show a unanimous hike to 4.60% built on three risks that had already arrived, and a quiet admission that 4.35% was never as restrictive as assumed. Markets now price 15bp more by year-end.
Japan PPI Misses at 6.8% but Import Costs Jump 24.5%
Japan's wholesale inflation slowed to 6.8% in September, missing the 7.6% forecast, yet yen-based import costs still climbed 24.5%. The gap between the two numbers is where the BOJ's next decision lives.
IMF's Georgieva Warns AI Is a Slow-Moving Tsunami for Jobs
Georgieva calls AI a slow-moving tsunami as the IMF puts 40% of global jobs at risk and Singapore graduate full-time work falls to 74% from 88%. The growth math and the tax math point in opposite directions.
UK Retail Sales Beat Forecasts as Fuel Bills Jump 17%
UK like-for-like sales rose 1.0% in September, beating the 0.7% forecast, but a near-17% jump in fuel spending reveals the beat is price, not volume. Non-food grew just 0.3% with the 28 October budget looming.
Deutsche Bank CEO Warns AfD, Left Wins Risk German Assets
Deutsche Bank's Christian Sewing says AfD and Left Party state wins risk driving foreign investors away. The Berlin expropriation pledge puts listed residential landlords in the crosshairs, while the export-heavy DAX stays insulated.
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Start TradingUS CPI to Hit 3.6% as MUFG Warns Core Holds the Fed Key
MUFG sees US headline CPI at 3.6% for September, almost entirely an energy story. The core line — 0.2% versus August's 0.3% — is what decides whether October Fed hike bets come back to life.
US CPI Preview: Energy to Lift Inflation to 3.7%, Core Steady at 2.4%
Headline CPI is forecast to jump to 3.7% on a 5.5% energy surge, but core is seen holding at 2.4%. The gap between the two numbers is what the Fed actually votes on.
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