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Sunday, 27 September 2026

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Economy

United States: Bifurcated revival with advanced sectors – ING

ING’s James Knightley and Coco Zhang argue that US manufacturing is finally reviving after years of stagnation, helped by reshoring narratives, AI-driven investment and defence spending. They forecast US manufacturing v…

Mexican Peso slides to April lows as Banxico shrugs off Fed gap

The Mexican Peso (MXN) extends its losses against the US Dollar (USD) on Thursday after the Bank of Mexico (Banxico) held the benchmark interest rate unchanged at 6.50%, disregarding the interest rate differential as a …

No Relief at the Pump Despite Crude Falling

Crude peaked at $106 on September 15 and has since fallen nearly 15% to $90. Despite the recent downturn, gasoline futures are up 1.9% over the same period. The margin between the two widened from roughly $40 to $58 per…

Germany: Resilient but modest recovery – Commerzbank

Commerzbank’s Chief Economist Dr. Jörg Krämer notes that leading indicators such as the Ifo business climate index and PMIs have surprised to the upside, showing the German economy’s resilience to high energy prices and…

Forex Today: Fedspeak takes centre stage

The US Dollar (USD) has traded with gains for the fourth consecutive day on Thursday, managing to revisit levels last seen in late July. In the meantime, further tightening by the Fed remains at the centre of almost eve…

Europe: Rightward risks build – Standard Chartered

Standard Chartered argues that Europe’s political balance could shift to the right in 2027, with key elections in France, Spain, Italy and Poland. The bank highlights France’s presidential race as most critical, warning…

British Pound sees more downside as US Yields rally further

The British Pound (GBP) is down 0.12% to near 1.3225 against the US Dollar (USD) during the European trading session on Thursday. The GBP/USD is under pressure and might face more decline as United States (US) Treasury …