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Reserve Bank of Australia Governor Bullock: Recent data is broadly in line with our expectations that demand growth will slow in the first half of 2026.

2026-09-18

Reserve Bank of Australia Governor Bullock: Recent data is broadly in line with our expectations that demand growth will slow in the first half of 2026.

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2026-09-17

China Maritime Safety Administration (Huludao office) issued a navigation warning: on Sept 18 from 02:00 to 16:00 local time parts of the Bohai Sea will be closed for military exercises; entry is prohibited.

China Maritime Safety Administration (Huludao office) issued a navigation warning: on Sept 18 from 02:00 to 16:00 local time parts of the Bohai Sea will be closed for military exercises; entry is prohibited.
2026-09-17

On Sept. 16 (local time) the Fed raised the federal funds target range to 3.75%–4.00% at the September 2026 FOMC. Liu Sijia at Donghai Securities said the 25bp hike was largely priced in (pre-meeting odds >90%), reflects hawkish Jackson Hole messagin

On Sept. 16 (local time) the Fed raised the federal funds target range to 3.75%–4.00% at the September 2026 FOMC. Liu Sijia at Donghai Securities said the 25bp hike was largely priced in (pre-meeting odds >90%), reflects hawkish Jackson Hole messaging, and should help restore perceptions of Fed independence while reducing upside term-premium risk on the long end of the U.S. Treasury curve. CME pricing shows ~50% odds of an October hike and roughly 90% odds of one more move this year, broadly consistent with the dot plot. Donghai cautioned that, absent supply-driven oil inflation spillovers, a K-shaped U.S. economic divergence and a weak labor-market equilibrium with declines in both labor supply and demand do not support the Fed launching a cycle of consecutive hikes. A Fed official said current financial conditions are not restrictive and this move simply removes some accommodation; whether a run of consecutive increases begins remains uncertain.
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