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Trafigura: The market needs more U.S. liquefied natural gas, which is the lowest-cost liquefied natural gas at current prices.

2026-09-15

Trafigura: The market needs more U.S. liquefied natural gas, which is the lowest-cost liquefied natural gas at current prices.

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2026-09-15

MORGAN STANLEY has shifted to a more hawkish outlook and now forecasts two 25bps Federal Reserve hikes — at the Sept. 15-16 meeting and in December — citing persistent inf and recent data that surprised to the upside. The bank also expects the ECB to

MORGAN STANLEY has shifted to a more hawkish outlook and now forecasts two 25bps Federal Reserve hikes — at the Sept. 15-16 meeting and in December — citing persistent inf and recent data that surprised to the upside. The bank also expects the ECB to tighten again; its call comes as the Fed and the Bank of Japan make policy decisions this week and after the ECB resumed tightening days earlier. In a Monday note it said the disinflation process looks slower and less more convincing than policymakers may require, and that signs of energy second-round effects, strong AI-linked investment demand, a possibly temporarily higher neutral rate and credibility concerns tilt the risk balance modestly toward tighter policy, though both hikes and pauses remain plausible.
2026-09-15

China A-share agriculture and forestry stocks weakened; Xinnong Development hit the daily limit down, with Dunhuang Seed, Pingtan Development, Shennong Seed, Guotou Fengle and Yasheng Group tracking lower.

China A-share agriculture and forestry stocks weakened; Xinnong Development hit the daily limit down, with Dunhuang Seed, Pingtan Development, Shennong Seed, Guotou Fengle and Yasheng Group tracking lower.
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