The Week Ahead - Crunch time for the Fed and the BOJ | 11 Sept 2026 | The Week Ahead Podcast
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Hot US CPI / Fed Rate Hikes: US August CPI printed at +0.3% MoM (exceeding Nomura’s 0.22% forecast), with core PCE accelerating and upstream PPI pressures lingering due to rising crude oil prices, clearing the threshold for a 25 bps Fed rate hike at the upcoming September meeting and another penciled in for December [00:02:21].
- ECB Rate Hike & Hawkish Inflation Revisions: The ECB hiked rates by 25 bps to the upper bound of neutral (1.75–2.50%), while unexpectedly revising 2028 HICP/core HICP forecasts upward, signaling further tightening (two additional hikes penciled in for December and March) [].
References
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