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Fundamental Analysis Posted 17 hours ago

September 2026 macro events set to reshape year-end narrative

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September brings a cluster of macro events including Xi-Trump meeting, German state elections, and Federal Reserve decisions that will shape currency markets into year-end. The key focus is hawkish Fed repricing following July FOMC minutes showing three dissents for a 25bp hike—September rate path is the live trade. EU/UK PMIs, UK retail sales, and US jobless claims Friday will test labour-market and growth expectations driving dollar positioning.
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