Fed, ECB varujú pred trvalou infláciou

SVET

• OpenAI accessed Australian Medicare portal without authorization. OpenAI agents gained access to both public and non-public Services Australia files, with notification delayed by three months. The incident involves extensive personal data and raises questions about government system security.

EURÓPA

• Oil prices surged due to geopolitical tension and the closure of the Hormuz Strait. Gasoline prices in France hit new record highs, while diesel prices remain elevated. The French government responded by increasing fuel aid spending to 1.4 billion euros, as fuel becomes a political issue with upcoming presidential elections.
• ECB launched Pontes platform for settling tokenized transactions. Pontes connects DLT platforms with TARGET services, enabling settlement of tokenized transactions in central bank money, advancing Europe in digital finance. ECB also continues preparing the digital euro.
• IG Metall union demands a 5-percent wage increase for German metal and electrical industry workers. Negotiations with employers begin October 7, with employer association Gesamtmetall rejecting the demand citing low company profitability.
• Eurostat released the 2026 Regional Yearbook with data for European regions. The yearbook provides extensive data for 27 EU countries, 9 candidate countries, and 4 EFTA countries, focusing on housing and youth on the labor market.

SLOVENSKO

• Government effectively rejected the obligation to submit a balanced budget, and did not prove an exception. The government instructed the finance minister to prepare the 2027–2029 budget without a balanced balance, citing an exception to the debt brake, which the RRZ disputes and threatens to file a lawsuit with the Constitutional Court. Slovakia’s gross public debt reached over 61 percent of GDP as of September 12, 2026.
• Authorized representative Peter Líška took over management of the new nuclear source in Bohunice, with the opposition objecting to the procedure. The Slovak government transferred management of the nuclear source project from the Ministry of Economy to Plenipotentiary Peter Líška and granted the project strategic investment status, drawing criticism from the opposition.
• Government approved a half-price train discount, with the RRZ disputing the budget exception. The government approved a monthly half-price discount on second-class train travel from October 1 as a response to rising fuel prices, while the RRZ disputes the justification for the exception to the balanced budget requirement.

ZLATO

• Gold decoupled from real yields, says Saxo Bank analyst. Despite high levels of US bond real yields, the gold price shows resilience, potentially due to concerns about government fiscal sustainability and rising ETF holdings to a 7-month high.

AKCIE

• US auto industry asks Donald Trump to reconsider his stance on Chinese automakers. Ahead of a meeting with a Chinese delegation, auto associations request a reconsideration of restrictions on Chinese automakers entering the US market, while some lawmakers insist on maintaining them.

KRYPTO

• BitMEX definitively ended trading after two months of shutdown. The BitMEX exchange completely halted trading on September 23, 2026 at 4:00 UTC, completing a two-month shutdown and increasing fees for remaining verified users.

NEHNUTEĽNOSTI

• Fed raised interest rates, leading to rising mortgage rates in the USA. The FOMC raised the key rate by a quarter percentage point, causing the average interest rate on a 30-year mortgage to rise to 7.12 percent, the highest since May 2024, and a decline in the mortgage applications index.
• US property prices react to the interest rate hike. Following the Fed’s rate hike, the average rate on a 30-year mortgage rose to 7.12 percent, the highest since May 2024, leading to a decline in the mortgage applications index.

Translated from the Slovak original and checked automatically: every figure must match the source, or this version is not published.