🌎 Global Bond Selloff Sends Yields to the Highest Level Since 2008 – Bloomberghttps://t.co/eC2GCr8x0X pic.twitter.com/IZuzVjvXm5

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🇺🇸 #OpenAI’s ad business shows blistering growth, hits $1 billion annualized revenue run rate – CNBChttps://t.co/yzggp2ZvL3

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

*ANTHROPIC SIGNS $35B CLOUD DEAL WITH LAMBDA IN TEXAS: WSJ$NVDA holding the lease, developed by $HUT pic.twitter.com/fqoFb2vl2J

— Negligible Capital (@negligible_cap) August 31, 2026

Strategic Petroleum Reserve falls to lowest level since 1982 📉 📉 pic.twitter.com/HwDOt3bBPq

— Barchart (@Barchart) September 1, 2026

How cooking gas became a barometer for the Iran war’s energy shock https://t.co/RNXchiXVBQ via @Nich_Lua @jwf825 @journorakesh @ChrisUdemans pic.twitter.com/fugCMnhYBr

— Zoe Schneeweiss (@ZSchneeweiss) September 1, 2026

Fed's Warsh: Economic Growth In US Appears To Have Strengthened

— LiveSquawk (@LiveSquawk) August 31, 2026

Fed Chairman Kevin Warsh addresses the G-20 by observing how the idea of "secular stagnation" now describes "a past long ago."

"The new period is one of secular growth," he says.

Warsh says he wants to hear from other attendees "whether growth looks cyclical or structural." https://t.co/tPpHlKGVNP

— Nick Timiraos (@NickTimiraos) August 31, 2026

Bessent Calls For Less Regulation To Help Small Banks – Axios https://t.co/DmxnE8VVjc

— LiveSquawk (@LiveSquawk) August 31, 2026

🔊 Donald Trump’s tariffs and Chinese rare earths have scrambled global commerce. Yet as Ed Conway describes in ‘Trade World,’ rulers have wielded chokepoints for centuries, with mixed results. On The Big View, he says that advantages rarely last https://t.co/puXQr5ShBJ

— Reuters (@Reuters) September 1, 2026

The Canada-U.S. auto industry has been closely integrated since the 1965 auto pact, with huge benefits for both countries: lower consumer costs, better wages for workers, major productivity gains and higher profits for U.S.-based automakers, writes Tom MacDonald. But President… pic.twitter.com/69edAEwPJR

— The Globe and Mail (@globeandmail) August 31, 2026

🇺🇸 🇮🇷 Trump weighing limited strikes against Iran to curb Hormuz attacks – Axioshttps://t.co/oETmU5CaaO

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

Senior Iranian Source: For Every US Attack On Iran, Tehran Will Deliver A 'Response Dozens Of Times Greater' – RTRS
– Iran’s Retaliation Against US Strikes On Larak Showed 'No Target In The Region Is Beyond Tehran’s Reach'
– Conditions In Hormuz Strait Will Worsen For Vessels…

— LiveSquawk (@LiveSquawk) August 31, 2026

US President Trump: Iran Is 'Officially A Failed Nation' – TSL
– Calls For Iranian Leadership To Be Tried For War Crimeshttps://t.co/G4RDrYdkq8

— LiveSquawk (@LiveSquawk) August 31, 2026

🇯🇵 #Japan stocks hindered by higher cost of capital as interest rates rise – Nikkeihttps://t.co/XTlBbdbEAchttps://t.co/kwoFcHGiMO

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

Japan 10-Year Bond Sale Demand In Line With 12-Month Average – BBGhttps://t.co/SjJpFqlw3F

— LiveSquawk (@LiveSquawk) September 1, 2026

🇨🇳 #CHINA'S CXMT MAKING ADVANCED MEMORY CALLED HBM3E: INFORMATION
*CXMT MAKES BREAKTHROUGH IN ADVANCED MEMORY CHIPS: INFORMATIONhttps://t.co/TXaGKq84e9

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 31, 2026

🇨🇳 #China Faces Million-Unit AI Chip Gap as Demand Jumps – CCTV

➡ China’s demand for domestically developed AI chips is expected to reach about 4 million units in 2026, versus deliveries of around 3 million, China Central Television reports, citing industry data.

➡ Tight…

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🌎 Global AI boom fuels Asia factory expansion in August – Reutershttps://t.co/8uitf59c6ohttps://t.co/g78pIVN8kB

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🇰🇷 The AI and semiconductor cycle has become powerful enough to distort an entire country’s macro data on its own.

📊 In August, Korean exports jumped 72.5% year-on-year on a working-day adjusted basis, with chip exports up 209% and computer shipments up 419% ⚠. Moreover,… pic.twitter.com/PZt6hSCvHw

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🇮🇳 #INDIA APRIL-JUNE GDP RISES 7.8% Y/Y; EST. +7.3% – BBG

➡ Several Asian economies delivered strong growth in H1, supported by government initiatives to attract foreign investment, higher public spending, and robust private investment in AI.

➡ In this context, we already… pic.twitter.com/Nr6RPQfv9D

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 31, 2026

🇯🇵 #Japan capital spending gathers pace, bolstering economic outlook and #BOJ hike case – Reutershttps://t.co/eu3w1moGJ5

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

China RatingDog Manufacturing PMI Final Aug: 51.5 (est 51.0; prev 50.9)

— LiveSquawk (@LiveSquawk) September 1, 2026

One of the world's longest housing booms is cracking in Sydney, and the impact is rippling across Australia's financial system https://t.co/IQIl4VqkoT

— Bloomberg (@business) August 31, 2026

US Trsy's Sec Tells Japan Officials Rate Hikes Are Needed, NHK Says – BBGhttps://t.co/0BpZQlpXOV

— LiveSquawk (@LiveSquawk) August 31, 2026

🇯🇵 Takaichi has just requested nearly ¥9 trillion for defense spending in 2027. Another sign that Tokyo is entering a new fiscal regime at exactly the wrong time as its debt is finally becoming expensive to carry.

📊 The headline amount is probably only a starting point as… pic.twitter.com/5ldGuVppYC

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 31, 2026

Japan FY27 Budget Requests Seen Totalling Around 143Tln Yen – Nikkeihttps://t.co/Jc1MvHo9rm

— LiveSquawk (@LiveSquawk) August 31, 2026

Japan issued close to $2.7T of long-term government bonds into the 2016–21 zero-rate regime. These bonds have lost nearly half their value. Thus, the Bank of Japan asked U.S. Treasury Secretary Scott Bessent to come and financially support the yen. They are the bag holders. pic.twitter.com/w863yvxQSL

— Lawrence McDonald (@Convertbond) September 1, 2026

🇨🇳 #CHINA TO SET 20% TAX ON FOREIGN INDIVIDUALS’ DIVIDEND INCOME – BBG

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🇨🇳 #CHINA VOWS TO EXPAND AUTOMOBILE CONSUMPTION – BBG
*CHINA TO PROMOTE UPGRADING OF CONSUMPTION: MOFCOM
*CHINA TARGETS 60T YUAN RETAIL SALES BY 2030: MOFCOM
*CHINA TO EXPAND CONSUMPTION IN GREEN, SMART AND HEALTH SECTORS

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 31, 2026

Modi urged Putin to stop the war in Ukraine

At a meeting with Putin at the SCO summit in Bishkek, Indian Prime Minister Modi said, “Every day of war sets humanity back, and it is necessary to move toward an end to hostilities.” pic.twitter.com/JMUw53cu6X

— Visegrád 24 (@visegrad24) August 31, 2026

🇨🇳🤝🇷🇺 Xi and Putin meet in Bishkek — united front, uneven ground

Vladimir Putin has arrived in Bishkek and is meeting Xi Jinping at the 2026 SCO summit (Aug 31–Sept 1), alongside India's Modi, Iran's President Pezeshkian and a dozen-plus leaders, in a plenary chaired by Kyrgyz… pic.twitter.com/VgqHyg4qbX

— 🔥🗞The Informant (@theinformant_x) August 31, 2026

🇫🇷 #France’s 2027 Election Is Already Placing Assets Under Pressure – Bloomberghttps://t.co/pIn403EVB4https://t.co/ffw5OhX5Uo pic.twitter.com/UZoJOIa1y3

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🇪🇺 🇫🇷 Europe Poised for Busy Fall as Elections Loom – Bloomberghttps://t.co/ZhdmULR9tShttps://t.co/pZIP9sfTDA pic.twitter.com/RvxRr7HrXj

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

🌎 War, Weather Push Crop Prices to Biggest Monthly Gain Since 2012 – Bloomberghttps://t.co/2XPRu9aQN4https://t.co/emm8cL81RO pic.twitter.com/JJ3ShHYRlW

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

Spain Manufacturing PMI Aug: 49.5 (est 50.5; prev 50.2)

— LiveSquawk (@LiveSquawk) September 1, 2026

Germany Retail Sales (M/M) Jul: -3.4% (est 0.5% prev -0.7%; prev R 0.0%)
-Germany Retail Sales SA (Y/Y): -2.5% (est 0.7%; prev 0.0%)

— LiveSquawk (@LiveSquawk) September 1, 2026

German inflation edges higher, adding to case for ECB hike https://t.co/pWLq84Jg7D via @jrandow pic.twitter.com/KdrJRduQ4V

— Zoe Schneeweiss (@ZSchneeweiss) August 31, 2026

🇳🇱 🇪🇺 NETHERLANDS PRELIM AUG. HARMONIZED CPI RISES 2.8% Y/Y (V 3.0% PRIOR AND 3.3% EST.)

The downside surprises in both Germany (yesterday) and the Netherlands (this morning) create downside risk for Eurozone CPI (consensus: 3.3%).

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

UK BRC Shop Price Index (Y/Y) Aug: 1.5% (est 0.9%; prev 0.9%)

— LiveSquawk (@LiveSquawk) August 31, 2026

UK shop price inflation hits a 2-year high after energy spike https://t.co/IZqpAVzjZv pic.twitter.com/R8PKPolgL9

— Zoe Schneeweiss (@ZSchneeweiss) September 1, 2026

UK Nationwide House Price NSA (Y/Y) Aug: 1.6% (est 2.1%; prev 1.8%; prev R 1.4%)
– Nationwide House Price (M/M): 0.2% (est 0.1%; prev 0.1%; prev R -0.1%)

— LiveSquawk (@LiveSquawk) September 1, 2026

UK house prices edged back up in August, Nationwide says https://t.co/Dh3Hyz0ub3 via @irinaanghel12 pic.twitter.com/AmK1MO0uVx

— Zoe Schneeweiss (@ZSchneeweiss) September 1, 2026

‘Conflict Of Attrition’ In Iran Could Keep Inflation High, ECB Policymaker Warns – FThttps://t.co/WCU3JhNqyw

— LiveSquawk (@LiveSquawk) September 1, 2026

🇪🇺 *KOCHER: #ECB HIKE NEEDED IF UPSIDE RISKS CONFIRMED IN PROJECTION – BBG
*KOCHER: UPSIDE RISKS FOR EURO-AREA INFLATION INCREASED LATELY
*KOCHER: MUST AVOID INFLATION REMAINING ABOVE 2% IN MEDIUM TERM

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

Dutch government clinches a budget deal, averting a political crisis https://t.co/vYBO04uKOm via @patrickreports pic.twitter.com/1eVzPqvkh9

— Zoe Schneeweiss (@ZSchneeweiss) August 31, 2026

EU nations push to give the bloc more foreign policy leverage https://t.co/gEpxOzIv3D via @AfPalasciano pic.twitter.com/GvwepCwQzm

— Zoe Schneeweiss (@ZSchneeweiss) August 31, 2026

Burnham to address UK parliament as MPs return from summer break https://t.co/aSNQThQ6xr via @Joe_Mayes pic.twitter.com/3oMPFjcmOK

— Zoe Schneeweiss (@ZSchneeweiss) September 1, 2026

Germany’s far-right ‘firewall’ is confronting a historic threat: @hoyer_kat https://t.co/kHPUB1lbjw via @opinion pic.twitter.com/MLnbWcfG85

— Zoe Schneeweiss (@ZSchneeweiss) September 1, 2026

🇫🇷 🇨🇳 #France targets Shein and Temu with fast fashion fines – Reutershttps://t.co/FmNNb7wjz0

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 1, 2026

Italy extends Spain border checks introduced after Ceuta crisis https://t.co/qHeX08qP8y via @donatopmancini pic.twitter.com/TmAXV9G38a

— Zoe Schneeweiss (@ZSchneeweiss) August 31, 2026

⚠ #WeekAhead #Preview: Week 36 (2026) ⚠

🌎 #G20 Ministers Gathering
🇨🇦 🇳🇿 #BoC and #RBNZ Meetings
🇺🇸 #Fed Beige Book
🇺🇸 🇨🇦 U.S. and Canada Employment Reports
🇪🇺 🇰🇷 #Eurozone, #Switzerland and #SouthKorea CPIs
…https://t.co/rKnvpYBKit

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 30, 2026