China Has the Power to Bail Out the Diesel Market. Will It Use It?
Chinese oil refineries are only using 75% of their capacity at the moment.
We haven't written up this one. WSJ Markets has the full story — the link below goes straight to it.
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Late Cycle: Private credit faces dispersion, chases transparency
September 2026 | As we progress to late in the cycle, private credit has developed into a substantial force in the global economy, highly stratified, increasingly sophisticated and vastly dispersed.
Softer Australia CPI but RBA still hawkish – Rabobank
Rabobank’s day-ahead section highlights Australia’s August CPI as slightly softer, with headline inflation at 0.4% m/m and 4.0% y/y, and trimmed mean at 0.2% m/m and 3.6% y/y.