Daily Market Insight

• BoE maintains interest rates and prolongs its bond reduction program • Weekly initial jobless claims increased less than anticipated • Japan's CPI inflation reached a 10-month high in August • The dollar fell in volatile trading after the Fed's major rate cut

• Fed cuts rates by half point to support economy • UK inflation holds at 2.2%, paving the way for potential rate cuts • Japan's exports slow sharply, machinery orders shrink in blow to economic recovery • Dollar rises after Fed's 50 basis point rate cut

• 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