Forex

Gold Retreats as US Core CPI Rises 0.3% in August, Strengthening Fed Rate-Hike Expectations

US core CPI rose 0.3% month-on-month in August, reinforcing Federal Reserve rate-hike expectations

Sep 14, 2026

Emerging Markets Shrug Off War and $100 Oil as Investors Back Rally Despite Fed Risk

Emerging markets delivered strong 2026 returns despite war, $100 oil, and rising US Treasury yields.

Sep 13, 2026

Indian Rupee Weakens to 95.55 as Crude Oil Rises and Strait of Hormuz Tensions Escalate

Sep 13, 2026

Yen's Reversal Threatens Global Carry Trade Unwind With Systemic Market Spillover Risk

The Japanese yen is strengthening as the Bank of Japan exits ultra-loose monetary policy, reversing decades of cheap-funding carry trades that have underpinned global leverage

Sep 12, 2026

India's Forex Reserves Breach $785 Billion Record, Reaching World's Fourth-Largest Position

India's foreign exchange reserves surged $44.9 billion to a record $785.7 billion, making it the world's fourth largest reserve holder

Sep 12, 2026

Dollar Strengthens as Hawkish CPI Report Lifts Fed Rate Hike Probability Ahead of September FOMC

The dollar index (DXY) rose as a hotter-than-expected US CPI report increased market pricing for a Federal Reserve rate hike, with the hawkish inflation reading strengthening the case for continued policy tightening.

Sep 12, 2026

Netherlands and France Repatriate Gold From US Vaults on Geopolitical Risk and Accessibility Concerns

Netherlands and France moved gold out of US Federal Reserve vaults due to geopolitical reliability concerns and the precedent set by Russian asset freezes.

Sep 12, 2026

Yen Surge Sparks Global Deleveraging Fears as Carry Trade Unwind Accelerates

Sharp yen appreciation raising alarm about forced deleveraging in cross-border carry trades globally

Sep 12, 2026