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China Imports (YoY) came in at 28.2% below forecasts (30%) in August
Fxstreet
Tue, Sep 8
China Exports (YoY) in line with forecasts (25%) in August
Fxstreet
Tue, Sep 8
China Exports (YoY) CNY: 18.6% (August) vs 17.8%
Fxstreet
Tue, Sep 8
Citi Survey sees Banxico frozen as Peso holds below 18.00
Citi Mexico released its September “Expectations Survey,” in which most private economists expect the Bank of Mexico (Banxico) to hold rates unchanged, while the exchange rate is forecast to end below the 18.00 threshold by the end of 2026.
Fxstreet
Mon, Sep 7
Thai Baht: Recent THB gains face headwinds – OCBC
OCBC’s Christopher Wong notes that recent Thai Baht (THB) strength may slow as external conditions turn less supportive. Governor Vitai’s comments suggest further rate cuts are unlikely without another shock, tempering easing expectations.Fxstreet
Mon, Sep 7
Vietnam: Inflation and trade trends shape VND – Commerzbank
Commerzbank’s Vietnam update highlights rising inflation and a narrowing trade deficit, with strong manufacturing-led imports and resilient exports. The bank notes elevated CPI and external deficits limit scope for aggressive easing, but robust activity persists.Fxstreet
Mon, Sep 7
Equities: AI-led upside and income focus – HSBC
HSBC’s Willem Sels highlights that accelerating AI adoption, resilient growth and broadening earnings are supporting global equities into Q4 2026. The bank has recently added exposure to global stocks, favouring the US and Asia, while keeping sector diversification.Fxstreet
Mon, Sep 7
United States: Sideways growth and oil shock risks – TD Securities
TD Securities expects US output growth to move sideways in 2026 as the prior Oil shock lingers and the Iran conflict poses stagflationary risks. GDP is forecast to end 2026 at 2.1% Q4/Q4, with unemployment around 4.2%. The bank assigns a 25% probability to a US recession over the next year.Fxstreet
Mon, Sep 7
United Kingdom: Growth pace cools after hot start – Deutsche Bank
Deutsche Bank economists Sanjay Raja and Maui Brennan expect United Kingdom (UK) Gross Domestic Product (GDP) to have slipped slightly in July after strong growth earlier in 2026. They forecast a modest monthly contraction led by services and production, with construction only marginally higher.Fxstreet
Mon, Sep 7
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