BCA Research Warns U.S.-Iran Ceasefire Could Collapse, Maintains Cautious Equity Outlook 
Goldman Sachs Cuts 2026 Copper Price Forecast Amid Global Growth Concerns 
U.S. Strikes on Iran Draw War Crimes Warnings from International Law Scholars 
Strait of Hormuz Disruption Sparks Global Oil Supply Fears 
Morgan Stanley: Fed Rate Cuts Still on Track Despite Oil-Driven Inflation 
Bank of America Maintains Forecast for Two Fed Rate Cuts in 2026 Despite Inflation Risks 
Goldman Sachs, ANZ Cut Oil Forecasts Amid U.S.-Iran Ceasefire Hopes 
Private Credit Under Pressure: Is a Slow-Motion Crisis Unfolding? 
Citigroup Delays Fed Rate Cut Forecast Amid Strong Jobs Data and Inflation Concerns 
Not many economic dockets scheduled for today and some with high risks associated. Focus on UK GDP.
Upcoming
- Switzerland - UBS consumption indicator for September to be released at 7:00 GMT. Prior 1.63
- Euro zone - Private loans and M3 money supply data to be released at 9:00 GMT.
- UK - Flash reading of third quarter GDP to be released at 9:30 GMT. Prior 0.7% q/q, expected 0.6%.
- US - Durable goods orders to be released at 12:30 GMT, followed by Redbook index at 12:55 GMT and S&P/Case Shiller house prices at 13:00 GMT. Flash reading on Markit services PMI to be released at 13:00 GMT, followed by consumer confidence at 14:00 GMT, along with Richmond FED manufacturing index.
- Japan - Japan will release details of retail trade at 23:50 GMT.
- Auction - US will auction 1 month bills at 15:30 GMT and 2 year notes at 17:00 GMT. UK will auction 10 year bond today.
