Daily Market Insight

• US retail sales unexpectedly increased in August • US manufacturing output rebounds in August • German investor confidence plummets after spate of bad news • Canada's inflation cools to 2% in August, reaches central bank's target • The US dollar strengthens ahead of a potential Fed rate cut

• New York's manufacturing index increased in September • Bill Dudley: Fed should cut rates by 50bps • Kazimir suggests the ECB delay its next rate cut until December • US dollar hits over one-year low against yen amid expectations of a significant Fed rate cut

• Former NY Fed President Dudley supports a 50-basis-point rate cut • US consumer sentiment rises in September as inflation eases • China’s economic data slowdown sparks urgent calls for stimulus • China’s new home prices fell at their fastest rate in over nine years in August • The dollar is down due to rate cut bets

• US producer prices pick up slightly after downward revisions • US jobless claims pick up for the first time in three weeks • ECB delivers second rate cut of the year • Hawkish BOJ policymaker calls for rates to rise to at least 1% • The dollar was weighed on by the risk-on sentiment

• U.S. weekly jobless claims fell more than expected • Fed has "time" to assess the economic slowdown, says Barkin • China’s auto market hits milestone with EVs and hybrids making up half of July sales • Dollar gains after US jobless claims fall more than expected

• Core US inflation rises, lowering chances of a large Fed rate cut • The heated Trump-Harris debate gave Wall Street few policy details • BOJ policymaker signals readiness to raise rates if inflation on track • US dollar mixed as inflation report hints at smaller Fed rate cut

• U.S. small business sentiment dropped in August amid growing uncertainty • UK pay growth cools, keeping BoE on track for another rate cut • China’s strong exports are overshadowed by slowing imports • The dollar was flat amid a lack of drivers

• US inflation expectations remain steady while worries about delinquency increase • Euro zone investor morale dropped in September amid economic weakness • China's consumer prices rose in August, but PPI remained in deflation • The dollar was firmer to start the week

• US hiring falls short, signaling potential concerns for the Fed • Fed's Williams and Waller support a 25-bps rate cut • German industrial output slump sparks recession fear • Dollar ticks up after mixed August U.S. payrolls

• US private payrolls post smallest increase in 3-1/2 years in August • U.S. service sector stable in August; employment slow • Thailand's headline inflation eases in August • Dollar falls, struggling to recover losses before payroll report