Day: September 1, 2026

United States Treasury yields read Iran strikes as inflation

The 10-year Treasury yield trades near 4.79%, roughly four basis points higher and at its highest level since January 2025, in a fifth consecutive session of selling. The two-year moved further still, adding closer to five basis points to trade near 4.39%, and it did so as American forces began striking Islamic Revolutionary Guard Corps […]

Fed risks and election scenarios – TD Securities

TD Securities’ macro team, led by Jayati Bharadwaj, Howard Du and Linda Cheng, maintains a bearish view on the Dollar despite a hawkish market reaction to Chair Warsh’s Jackson Hole speech. They argue incoming US data still point to a September Fed hold, with the broader USD trend seen weaker into year-end as US midterm […]

Strong GDP underpins higher INR yields – MUFG

MUFG’s Michael Wan highlights India’s strong GDP data, with Q1 FY2026-27 growth at 7.8% year-on-year versus 7.1% consensus. Resilient domestic demand, robust credit growth and supportive fiscal policy underpin his view that Indian rates are likely to grind higher. The team maintains a trade idea to pay INR 5-year NDOIS as El Nino risks and […]

RBI tightening path seen shallow – Standard Chartered

Standard Chartered strategists Anubhuti Sahay and Saurav Anand expect the Reserve Bank of India (RBI) to deliver a total of 50bps of repo rate hikes in FY27, split between October and December 2026, citing resilient activity and hawkish August Monetary Policy Committee (MPC) minutes. They highlight upside risks if inflation surprises higher, but still see […]