Report published September 4, 2026
ING Webinar: Central Banks, Inflation, and the Rate Hike Gamble
ING · September 4, 2026
ING is hosting a webinar previewing upcoming September meetings for the Fed, ECB, BoE, and BoJ amid rising bond yields and persistent inflation. The team explores whether policy rate hikes are warranted by incoming data and examines the fallout across bond and FX markets.
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Key Takeaways
- 1.Major central banks are edging closer to further interest rate hikes amid improving economic outlooks and persistent inflation concerns.
- 2.Monetary tightening combined with debt sustainability concerns is pushing global bond yields higher at a perilous time for bond markets.
- 3.The Fed is leaning towards a rate hike despite unsupportive data, while the ECB's September hike may be its last, and the Bank of England maintains a high bar for hikes with cuts likely in 2027.
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- Webinar: Central banks, inflation, and the rate hike gamble
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Key figures extracted from this report
| Metric | Estimate | Context |
|---|---|---|
| Webinar Duration | 45 minutes | The webinar will last 45 minutes, including a Q&A session at the end. |
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THINK Economic and Financial Analysis is shown in chronological order through this edition, published on September 4, 2026.
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