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Sunday, 16 August 2026

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European Central Bank: Rate hike risk returns with Oil – ING

ING’s Carsten Brzeski argues that the European Central Bank is likely to keep rates unchanged next week but a surprise hike cannot be ruled out. He notes that renewed Middle East tensions and rising Oil prices have rest…

Fed’s Logan calls for ’modestly higher’ interest rates

Good morning. Thank you, Daron [Peschel], for that kind introduction. And welcome, everyone, to the Dallas Fed’s Houston branch. I’m looking forward to my conversation with Dr. Margaret Ford Fisher, chancellor of Housto…

US retail sales rise marginally in June

WASHINGTON — Sales at U.S. retailers and restaurants increased modestly in September as resilient consumers moderated their spending after splurging over the summer.

British Pound: BoE hikes not seen bullish – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad highlights that United Kingdom (UK) May Gross Domestic Product (GDP) slightly beat expectations, driven by services, but underlying details disappointed as production and con…

British Pound: Fiscal tightrope shapes outlook – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong highlight that hopes of a fiscally conservative Chancellor under incoming United Kingdom (UK) Prime Minister Burnham have supported the British Pound (GBP) and gilts. …

European Central Bank: Hawkish hold bias – Rabobank

Rabobank’s Bas van Geffen expects the ECB to keep the deposit rate at 2.25% in July, judging a hike as a tail risk that would require a much stronger energy shock. The re-escalation of the Iran war shifts risks toward h…