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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 4, 2026 7:28 PM UTC
We expect August retail sales to rise by 1.0% in a rebound from a 0.6% July decline that was the first fall since October 2025. Autos and non-store retailers will lead the rise, the latter due to July being depressed by Amazon running a promotion in June rather than the usual July.

September 4, 2026 1:27 PM UTC
August non-farm payrolls are stronger than expected, 162k overall, 127k private, with upward back month revisions. Unemployment is steady at 4.1% and as expected as are average hourly earnings with a 0.3% rise, but the workweek at 34.4 hours is surprisingly strong. The payroll surprise looks correct