10 Things You Need to Know: September 15, 2026
Key data releases this week include: retail sales (Wed), import prices (Wed), FOMC rate decision (Wed), NAHB Housing Market Index (Wed), housing starts (Thu), pending home sales (Thu), industrial production (Fri), and leading economic indicators (Fri).
Haver
September 10, 2026
The PPI increased 0.4% m/m (5.4% y/y) in August, in line with expectations, reflecting a 4.2% m/m rebound in energy prices. The core PPI rose 0.3% m/m (4.7% y/y).
Haver
September 10, 2026
Existing home sales fell 2.0% m/m (-1.2% y/y) to 3.98 million units (SAAR) in August, the third consecutive m/m fall and the lowest level since June 2025. Economists expected sales of 4.00 million units. The median price (NSA) fell 1.7% (+1.6% y/y) to $429,100 in August.
Haver
September 11, 2026
The Consumer Price Index advanced 0.4% (3.4% y/y) in August after a 0.1% increase in July. The CPI excluding food & energy rose 0.3% (2.4% y/y) in August after a 0.2% rise in July. Shelter prices up 0.3% m/m (3.0% y/y).
Bloomberg Economics
September 10, 2026
We now expect the ECB to hike again in December, taking the deposit rate to 2.75%. Downside risks to our call would emerge if energy prices were to fall or the economy were to lose momentum. We also continue to see more limited risks of indirect effects on inflation than the ECB appears to.
Bloomberg
September 10, 2026
Anthropic PBC accused China’s artificial intelligence champion Moonshot AI of covertly routing thousands of user requests to the US firm’s Claude models and passing off the responses as its own in a bid to gain an edge in the AI race. Moonshot diverted queries to chatbots from Anthropic, without letting users know, rather than processing them through its Kimi model.
Bloomberg, Reuters
September 9, 2026
Treasury Secretary Scott Bessent has challenged traders to bet against his efforts to bolster the yen. “I am the house now, so when we intervene with the Japanese yen, I have pretty good insight into what the Japanese, what the Bank of Japan is going to do, what Japanese policymakers are going to do. And you can bet against me if you want,” he said.
Barron’s
September 14, 2026
European companies reported second-quarter earnings growth of 16% from the year-ago period, marking the strongest pace in three years. Europe is also well positioned for a global increase in capital spending—for electrification and energy diversification, reshoring supply chains, and the buildout of artificial intelligence. Yet, U.S. investors still own little in Europe.
Reuters
September 14, 2026
Goldman Sachs, JPMorgan, HSBC and Deutsche Bank expect the Federal Reserve to raise rates by 25 basis points this Wednesday after stronger inflation data and rising oil prices heightened concerns about persistent price pressures. Markets are pricing in a nearly 90% chance of a hike, while strategists say strong earnings and economic growth could help equities withstand higher rates.
CNBC
September 13, 2026
The professionalization of prediction markets, driven by platforms such as Polymarket and Kalshi, is attracting institutional interest and increasing competition. This trend makes it challenging for traders to maintain profitability, as market efficiency improves and pricing errors become less common. However, niche markets may still offer opportunities for skilled traders.