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September 7, 2026 7:32 AM UTC
Our new baseline (60%) is for a new ceasefire deal into Q4 2026 or Q1 2027 that allows more shipping to pass through the Strait of Hormuz. We feel that economic pressure on Iran remains intense and that Iran will want to lift the U.S. blockade on its energy shipments and export revenue. The Trump
September 7, 2026 3:57 AM UTC
US CPI a key focal point. We see upside risks at 0.3% core
ECB hike fully priced in; attention turns to forecasts and commentary on policy stance
Sharp USD/JPY lurch down may have left behind better supply into bounces, further downside risks ahead
BoE seen back of the tightening pack, sterling could s