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The new budget draft of Mexico was sent to the Congress. It lowered the growth forecast for 2026, optimistic about the economic performance in 2027, plans to reduce the fiscal deficit, and slightly increases the debt.
The central bank is taking a cautious and watchful stance on monetary policy. Inflation data for August in Chile came in higher than expected, quickly cooling market expectations for rate cuts.
World conflicts and worries about interest rates push investors to stay away from risks. A large amount of money is flowing into global money market funds.
The UK FCA screened over ten thousand alternative funds and found that the risks were highly concentrated in real estate funds. A new round of regulatory reform has been put on the agenda.
The yen soared by over 4.5% in a single week, reaching a seven-month high. The rising expectations of interest rate hikes triggered large-scale short positions to be closed, exposing the risks of the long-term stable yen interest rate differential trading in full.
Japan will speed up its pace of raising interest rates, which will gradually lift the yield on Japanese government bonds. The attractiveness of domestic assets has largely increased, driving domestic institutional funds to flow back from overseas.
Commodity prices in China rose in August, spurred by higher energy prices overseas, but domestic demand stayed weak.
The central bank of South Korea has stated that it will flexibly control the pace of subsequent interest rate hikes. The high inflation rate and the booming export boom of AI semiconductors have become the key variables.
In September, the confidence of large enterprises in Japan rose. The demand for semiconductors and data centers became the main driving force for the manufacturing industry. However, enterprises remain vigilant about multiple downside risks.
Japan's real wages grew at the fastest pace since 2021 in July, while modest inflation has boosted the chances of the Bank of Japan raising interest rates in September.