2026-09-28

Sweden's net imports in August were SEK 171.8 billion, net exports SEK 159.9 billion, leaving a trade deficit of SEK 11.9 billion.

Sweden's net imports in August were SEK 171.8 billion, net exports SEK 159.9 billion, leaving a trade deficit of SEK 11.9 billion.

2026-09-28

瑞典八月净进口为1718亿瑞典克朗，净出口为1599亿瑞典克朗，贸易逆差为119亿瑞典克朗。

瑞典八月净进口为1718亿瑞典克朗，净出口为1599亿瑞典克朗，贸易逆差为119亿瑞典克朗。

2026-09-28

JP Morgan forecasts the Bank of Thailand will deliver three 25bp hikes starting in Q1 next year, lifting the policy rate from 1.00% to 1.75% by end-2027 — a notably more hawkish stance than market consensus, which expects the rate to remain at 1.00% through 2027. JP Morgan economist Charnon Boonnuch says the call rests on stronger growth and a rebound in inflation. He notes Thailand’s policy rate is currently among the world’s lowest, below Japan. JP Morgan nonetheless expects the BoT to keep ra

JP Morgan forecasts the Bank of Thailand will deliver three 25bp hikes starting in Q1 next year, lifting the policy rate from 1.00% to 1.75% by end-2027 — a notably more hawkish stance than market consensus, which expects the rate to remain at 1.00% through 2027. JP Morgan economist Charnon Boonnuch says the call rests on stronger growth and a rebound in inflation. He notes Thailand’s policy rate is currently among the world’s lowest, below Japan. JP Morgan nonetheless expects the BoT to keep rates on hold for the remainder of 2026, citing growth below potential and weak credit that keep near-term hikes difficult.

2026-09-28

Oil rose again at the start of the week as US‑Iran talks continue with no sign of a resolution. Swissquote senior analyst Ipek Ozkardeskaya said the bond market is under pressure and sovereign yields, now at multi‑decade highs, are unsettling equity investors. She said current yield levels are starting to look attractive and may prompt flows out of equities into safer bonds. Ozkardeskaya added investors are increasingly accepting that the global economy has shifted to a structurally higher inf r

Oil rose again at the start of the week as US‑Iran talks continue with no sign of a resolution. Swissquote senior analyst Ipek Ozkardeskaya said the bond market is under pressure and sovereign yields, now at multi‑decade highs, are unsettling equity investors. She said current yield levels are starting to look attractive and may prompt flows out of equities into safer bonds. Ozkardeskaya added investors are increasingly accepting that the global economy has shifted to a structurally higher inf regime, making a wait‑and‑see approach more appropriate.

2026-09-28

CITIGROUP strategist Jason Williams said in a note the U.S. Treasury market is seeing a mild buyers' wait‑and‑see. He said strong PMI data published last Wednesday exacerbated the dynamic and last week's hawkish Fed comments may keep buyers sidelined. Williams added: “Persistent hawkish rhetoric makes us wonder: if the dot‑plot median implies one more rate hike, why didn't the SEP dot plot appear more hawkish?”

CITIGROUP strategist Jason Williams said in a note the U.S. Treasury market is seeing a mild buyers' wait‑and‑see. He said strong PMI data published last Wednesday exacerbated the dynamic and last week's hawkish Fed comments may keep buyers sidelined. Williams added: “Persistent hawkish rhetoric makes us wonder: if the dot‑plot median implies one more rate hike, why didn't the SEP dot plot appear more hawkish?”

2026-09-28

杰富瑞：将好市多(COST.O)目标价从1,130美元下调至1,100美元。

杰富瑞：将好市多(COST.O)目标价从1,130美元下调至1,100美元。