Arkea AM sees ECB September rate hike as euro zone inflation pressures persist

• Arkea Asset Management flagged rising policy divergence as central banks weigh sticky inflation against resilient growth in late August 2026.
• Markets priced a September Fed hike probability below 30% as July inflation cooled; 10-year Treasury yields held near 4.7%.
• Euro zone data stayed firm; investors saw a near-certain 25-bp ECB hike in September as energy costs pushed August inflation toward 3.4%.
• Japan shifted more hawkish; markets priced an 80% chance of a September BoJ hike as yen weakness lifted underlying inflation pressures.
• Risk premia stayed elevated on Middle East tensions; gold rose above USD 4,600 an ounce while Brent traded in an USD 86-90 range.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arkea Asset Management SA published the original content used to generate this news brief on August 25, 2026, and is solely responsible for the information contained therein.