EUR/USD
1.16120
0.008%
Gold
4338.39
0.508%
Oil
97.989
-2.525%
USD/JPY
154.147
-0.174%
GBP/USD
1.35106
-0.001%
GBP/JPY
208.266
-0.177%
Real-time News
September 11th - According to foreign media reports, U.S. consumer price inflation is expected to accelerate in August as gasoline prices rebound after two consecutive months of decline, reinforcing financial market expectations that the Federal Reserve may raise interest rates next week. The U.S. Labor Department will release its August CPI report on Friday. This follows strong performance in several key components of Thursdays PPI report. Economists say that with oil prices returning above $100 per barrel, inflation is bound to remain high and expand further. Other economists believe that price pressures will persist due to import tariffs, especially the recent tariffs imposed on Canada, a major U.S. trading partner.US August Unadjusted CPI YoY (Previous: +3.4%, Median Expectation: +3.4%) 1. Citigroup: +3.3%; Capital Economics: +3.3%; UniCredit: 3.3%; Jefferies: +3.3%; Berenberg Bank: +3.3%; Deutsche Bank: +3.3%; 2. DBS Bank: +3.3%; Nomura Securities: +3.3%; Societe Generale: +3.3%; Lloyds Banking Group: +3.3%; Sparta Capital Securities: +3.3%; Allied Bank of Ireland: +3.4%; 3. Barclays: +3.4%; Wells Fargo: +3.4%; ABN AMRO: +3.4%; ANZ: +3.4%; Danske Bank: +3.4%; Royal Bank of Canada: +3.4%; 4. Bank of America: +3.4%; BNP Paribas: +3.4%; Allied Bank: +3.4%; Monex Group: +3.4%; DekaBank: +3.4%; Morgan Stanley: +3.4%; 5. Goldman Sachs: +3.4%; TD Securities: +3.4%; HSBC: +3.4%; Nikko Securities: +3.4%; UBS: +3.4%; CIBC: +3.4%; 6. JPMorgan Chase: +3.4%; Standard Chartered: 3.4%; Scotiabank: +3.4%; Sberbank Berlin: +3.4%; BMO: +3.4%; ING: +3.5%. US August Unadjusted Core CPI YoY (Previous: +2.5%, Median Expectation: +2.4%) 1. Citigroup: +2.3%; Jefferies: +2.3%; TD Securities: +2.3%; U.S. Bancorp: +2.3%; Allied Bank of Ireland: +2.4%; Deutsche Bank: +2.4%; 2. Barclays: +2.4%; ABN AMRO: +2.4%; Amtrak Financial: +2.4%; Monex Group: +2.4%; Danske Bank: +2.4%; Nordea: +2.4%; 3. ANZ: +2.4%; BNP Paribas: +2.4%; Bank of America: +2.4%; Lloyds Banking Group: +2.4%; SZSE: +2.4%; CIBC: +2.4%; 4. JPMorgan Chase: +2.4%; Capital Economics: +2.4%; Allied Bank: +2.4%; Goldman Sachs: +2.4%; DekaBank: +2.4%; Bank of Montreal: +2.4%; 5. Wells Fargo: +2.4%; HSBC: +2.4%; ING: +2.4%; Nomura Securities: +2.4%; Nikko Securities: +2.4%; Morgan Stanley: +2.4%; 6. Societe Generale: +2.4%; Standard Chartered: +2.4%; UBS: +2.4%; UniCredit: +2.4%; Scotiabank: +2.5%; Sparta Capital Securities: +2.5%.On September 11th, Benedict Cuquela, Chief Investment Strategist at Indosuez Wealth Management, stated in a report that the European Central Banks (ECB) focus solely on energy supply shocks was surprising. The ECB failed to consider the still fragile demand and the lack of drivers for core inflation. It also did not adequately account for the impact of tightening bond market interest rates. While the ECB is not lacking in credibility on inflation, there is a risk of over-tightening the nascent economic recovery.September 11th - According to Counterpoint, shipments of foldable smartphone panels are projected to decline by 13% year-on-year in the first half of 2026. Specifically, clamshell panel shipments declined by 62% year-on-year, while large-folding panel shipments increased by 35% year-on-year. Second-quarter shipments grew by 85% compared to the first quarter, but were still 16% lower than the second quarter of 2025. Samsung Display (SDC) saw a 6% year-on-year increase in shipments, boosting its supplier market share by 13.5 percentage points to 66%. Full-year 2026 shipments are projected to grow by 23%, with the second half of the year showing a 53% increase compared to the first half and a 71% year-on-year increase. Market shipments are projected to grow by 74% from 2026 to 2030, representing a compound annual growth rate (CAGR) of approximately 15%.Citigroup: It expects the European Central Bank to raise interest rates by 25 basis points each in December 2026 and March 2027.
