The Turnout Race Plus: Alaska's blue-collar jobs, SpaceX success, grade inflation, and more... Reason · Sep 29
India 10-year bond snaps four-day losing run as US yields ease On Tuesday, Indian government bonds rebounded, marking the end of a four-day downturn spurred by softer US Treasury yields and declining crude oil prices. Despite this rally, apprehensions linger over persistently high global yields and the risk of inflation. The Reserve Bank of India may soon increase rates, complicating the… The Economic Times · Sep 29
Inflation in Spain surges to 4.9% in September on higher fuel prices Inflation in Spain climbed 0.6% in September to 4.9%, driven by higher fuel prices, lubricants and package holidays. Core inflation rose 0.2% to 3.1%. Euronews · Sep 29
RBI may face two hikes, one dilemma as repo rate is seen hitting 5.75% soon: Report The Reserve Bank of India is projected to increase its repo rate by 25 basis points in October and December. Inflationary pressures, primarily from food and energy prices, are influencing this expected change. Nomura forecasts consumer inflation rising before gradually declining over the next few quarters. Economists predict this rate… The Economic Times · Sep 29
Euro zone bond selloff hits pause, yields fall from multi-year highs Germany's 10-year bond yield experienced a slight decrease after reaching a 17-year high recently. Rising global interest rates are driven by strong economic growth and elevated energy prices. The European Central Bank may implement additional rate hikes to combat inflationary pressures. Money markets are pricing in nearly four quarter-point hikes… The Economic Times · Sep 29
Nasdaq Futures Gain as Chipmakers Rebound; U.S. JOLTS Report and AI Events in Focus December Nasdaq 100 E-Mini futures (NQZ26) are up +0.29% this morning, buoyed by a mild rebound in chip stocks, while investors awaited the U.S. job openings report and a series of AI events. Barchart · Sep 29
AI may prove disinflationary because agents can negotiate contracts and deals to make your life cheaper, says top economist Personalized AI agents “could ultimately be an important competitive, and disinflationary, force across the economy,” Jeremy Siegel wrote. Fortune · Sep 29
Global Market: Japan 2-year bond yield nears 2% as BOJ rate hike bets rise Japan’s two-year government bond yield neared 2%, its highest level since 1995, as persistent inflation, yen weakness and expectations of further Bank of Japan rate hikes pushed short-term borrowing costs higher. The Economic Times · Sep 29
India bonds edge up on short covering as US yields cool Indian government bonds experienced a rise after a sharp selloff raised benchmark yields. US Treasury yields decreased, leading to investors unwinding their short positions. Reports of potential US-Iran talks contributed to the buying momentum observed in the market. Concerns over inflation and global borrowing costs have influenced expectations for a… The Economic Times · Sep 29
Danger zone: why war in the Middle East has landed the RBA’s inflation fight in tricky territory The Reserve Bank appears ready to push harder against inflation but it comes with a greater risk for the economy The Guardian - AU · Sep 29
Global Market: Eurozone bond selloff pauses, yields stay near multi-year highs Eurozone government bond yields eased after a sharp selloff pushed borrowing costs to multi-year highs. Investors remained focused on elevated energy prices, inflation risks and expectations for further ECB rate hikes, while Germany’s 10-year yield slipped from recent highs. The Economic Times · Sep 29
Global Market: ECB's Lagarde says eurozone inflation has yet to trigger second-round effects European Central Bank President Christine Lagarde highlighted rising Eurozone inflation linked to increased energy prices. While inflation is expected to approach 4%, second-round effects on wages remain unobserved. Lagarde emphasized that the ECB would maintain a cautious policy approach in response to these developments. The central bank is set to… The Economic Times · Sep 29
Middle East or money-wasters: inflation mud-fight grows Labor and the coalition are duelling over why Australians now have to fork out more on their mortgages every month. AAP · Sep 29
Global Market: Japanese bond yields hover near multi-decade highs as inflation concerns persist Japanese government bond yields remained near multi-decade highs as persistent inflation, elevated oil prices and expectations of further Bank of Japan rate hikes weighed on sentiment. A strong 40-year bond auction offered some relief, with demand improving, but investors remain focused on inflation, fiscal expansion and the outlook for interest… The Economic Times · Sep 29
The Conversation · Sep 29 RBA lifts rates to highest level in 15 years – risking a sharper slowdown of the economy The Reserve Bank of Australia has raised the cash rate to 4.6% from 4.35%, taking the key rate to its highest level since late 2011 as it battles persistent inflation.
Euronews · Sep 29 Oil prices rise as bond sell-off hits global markets Oil prices climbed further on Tuesday as uncertainty over US-Iran talks fuelled inflation fears. Government bond yields rose to multi-year highs, putting pressure on stocks.
The Economic Times · Sep 29 Gold prices dip Rs 4,300/10g in 2 days; silver falls Rs 8,800/kg as traders expect US Fed to hike rates again. Buy, sell or hold? Gold and silver prices extended losses on MCX as higher oil prices fuelled inflation concerns and raised expectations of further Fed rate hikes. Analysts expect near-term pressure on precious metals, while investors await clarity on US-Iran peace talks.
The Economic Times · Sep 29 Global Market: Nikkei falls as oil surge, global bond selloff rattle markets Japan’s Nikkei fell 1.23% amid rising global bond yields and oil prices, while Topix declined 1.75%. Inflation concerns, elevated interest rates and expensive AI-linked stocks pressured sentiment. NEXON led losses, while Tokai Carbon gained. Investors remained focused on oil prices, bond yields, monetary policy expectations and ongoing US-Iran developments.
The Economic Times · Sep 29 Will interest rates of PPF, SCSS and other small savings schemes go up on September 30 in next quarterly review due to high inflation? On September 30, 2026, the Finance Ministry will evaluate interest rates for small savings schemes. With high inflation and increasing G-Sec bond yields, many are speculating about potential rate hikes. Currently, various schemes offer competitive returns exceeding 7%. Despite indicators suggesting adjustments, the government has kept rates steady for several…
The Economic Times · Sep 29 Gold holds near seven-week low, US economic data on tap Gold prices are holding steady near a seven-week low, despite ongoing concerns about rising interest rates from the Federal Reserve. Investors are treading carefully as they prepare for crucial US economic data, including employment and inflation reports, this week. Meanwhile, oil prices have increased over fears of supply disruptions in…
The Economic Times · Sep 29 Global Market Today: Asian shares mixed as surging oil, Treasury yields weigh Equity-index futures for Asia were mixed, while contracts for US stocks edged higher after the S&P 500 erased its advance for the month and the Nasdaq 100 fell 1.1%.
The Independent UK · Sep 28 Shop price inflation slows as retailers ramp up promotions to drive demand Shop prices overall were 1.4% up on a year ago, down from August’s growth of 1.5%, according to the British Retail Consortium and NIQ.
The Economic Times · Sep 28 US stocks: US market falls as higher oil prices, Treasury yields weigh US stocks declined on concerns over rising oil prices and higher Treasury yields affecting the market. Investors are cautious due to uncertainty surrounding a potential Iran war peace deal negotiations. Federal Reserve officials hinted at possible interest rate hikes if inflation continues to rise significantly. Nvidia shares surged after announcing…
The Economic Times · Sep 28 Gold tumbles 4% to seven-week low as oil, dollar and yields climb Gold fell sharply as rising oil prices heightened inflation concerns and strengthened expectations for tighter monetary policy. A firmer dollar and increasing Treasury yields contributed to the decline in gold prices. Spot gold reached its lowest level since early August, settling significantly lower than previous trading sessions. Other precious metals…
Latin Times · Sep 28 Near-Record Gloom: U.S. Consumer Sentiment Sinks to 48.1 on Gas, Tariffs, Rates Consumer sentiment fell to 48.1 in September as gas prices, tariffs and Fed hikes squeezed households. Key numbers and what to watch next.