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Mizuho Securities rates strategist Evelyn Gomes said in a note fiscal uncertainty in the UK remains ahead of the Oct. 28 budget. The government is expected to announce revenue-raising measures and spending plans on Oct. 28. Potentially weak UK employ

2026-08-17

Mizuho Securities rates strategist Evelyn Gomes said in a note fiscal uncertainty in the UK remains ahead of the Oct. 28 budget. The government is expected to announce revenue-raising measures and spending plans on Oct. 28. Potentially weak UK employment and inf data this week could support gilts, but fiscal concerns persist.

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2026-08-17

China's National Bureau of Statistics: Shenzhen second-hand residential prices rose 0.2% MoM in July (June +0.3%) and fell 3.6% YoY (June -4.7%).

China's National Bureau of Statistics: Shenzhen second-hand residential prices rose 0.2% MoM in July (June +0.3%) and fell 3.6% YoY (June -4.7%).
2026-08-17

Goldman Sachs says markets remain too aggressive on Fed rate-hike expectations as US inflation cools. Chief economist Jan Hatzius wrote that weak retail sales, Disappointing jobs and slowing inflation make a September Fed hike "extremely unlikely." H

Goldman Sachs says markets remain too aggressive on Fed rate-hike expectations as US inflation cools. Chief economist Jan Hatzius wrote that weak retail sales, Disappointing jobs and slowing inflation make a September Fed hike "extremely unlikely." He added that on Goldman’s baseline, inflation is more likely to improve than worsen and market pricing of the federal funds rate remains too hawkish. Markets have pushed the next 25bp hike out to January next year after fully pricing a December move a week ago. Goldman sees further scope for easing of hike expectations.
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