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September 8, 2026 5:43 PM UTC
We expect a 0.3% decline in August durable goods orders on a weak month for aircraft as implied by Boeing data, but a 0.7% increase ex transport. This would be slightly stronger than July’s 0.4% but would still suggest some loss of momentum in Q3.
September 8, 2026 2:25 PM UTC
BoE testimony to TSC very much as expected, overall and by individual
Majority BoE MPC central view remains that tightening from higher mortgage rates, lack of 2nd round impact, soft labour market, all support wait and see, even if inflation risks remain to upside

September 8, 2026 10:30 AM UTC
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September 8, 2026 9:00 AM UTC
USD/JPY runs on and bounces from deeper support down at 152/3, not quite tagging major support
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key

September 8, 2026 7:30 AM UTC
* Proposal would imply $80bn~ Treasury sell, although little net USD change
* JGBs see marked pick up, presented as method change more than value, but…
* Several peers already follow broader bond mix. Is NBIM just ‘catch up’ or does to speak to wider concerns and incentives?
September 8, 2026 3:30 AM UTC
USD/JPY remains under pressure, if getting oversold, deeper support down at 152/3
Riksbank not in a rush as CPI slows, SEK crosses though are stretched towards bigger tops
BoE TSC testimony. Majority view still wait and see, BoE the laggard
Canada-US tariffs remain a running issue, low key market impac