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Views

1295 evidence-backed views published in the latest 7 days, newest first with same-topic and same-event views grouped together.

Each line is one claim extracted from one report: what the publisher expects, in which direction, on which asset, over what horizon. How views are extracted · By asset · By topic

#704
ING THINKneutralunclassifiedInflation · CPIunspecified
AI-generated analytical summary · not a direct translation

Inflation is still too high, pointing to another ECB rate hike, although quantitative tightening could be halted Higher energy and borrowing costs continue to weigh on the eurozone economic outlook October is the cruellest month October is budget season in Europe, when cash-strapped member states must show they can put their finances in order.

Inflation★★★Heat 50 · 18 inst.Authority 84Fresh 51
#709
ING THINKbullishunclassifiedInflation · CPIthis year
AI-generated analytical summary · not a direct translation

At the same time, broadening inflation pressures are reinforcing the case for further monetary tightening across most Asian economies Asia's economy remains supported by a robust AI investment cycle AI tailwinds continue, but momentum is moderating Asia's growth has remained resilient this year, outperforming expectations, largely driven by a stronger-than-expected AI investment cycle.

Inflation★★★Heat 50 · 18 inst.Authority 84Fresh 51
#736
NatixisneutralunclassifiedInflation · CPIunspecified
AI-generated analytical summary · not a direct translation

Overall, Peru emerges as the most exposed economy across Latin America combining direct Pacific coastal exposure with heavy dependence on exposed industries (notably fishing and agriculture), while Colombia is also highly exposed with drought affecting both agricultural output and energy production, and its hydropower dependence is likely to turn the climate shock into energy and food inflation.

Inflation★★★Heat 50 · 18 inst.Authority 84Fresh 49
#740
NatixisneutralunclassifiedInflation · CPIOctober 2026
AI-generated analytical summary · not a direct translation

14 October 2026 US Macro Snapshot: September CPI came in hotter than anticipated and broad-based, which will stoke concerns that the lull in price pressures over the summer was just a blip and make the October meeting a "live" one; bearish view on inflation.

14Inflation★★★Heat 50 · 18 inst.Authority 84Fresh 48
English source evidence
14 October 2026 US M ACRO S NAPSHOT September CPI Recap: Hotter print --> Live October Meeting Inflation for September was hotter than anticipated and broad-based, which will stoke concerns that the lull inprice pressures over the summer was just ablip.
#743
MUFGneutralunclassifiedInflation · CPIunspecified
AI-generated analytical summary · not a direct translation

What’s also interesting is that MAS highlighted contained unit labour cost increase in the services sector due to continued productivity gains as one key driver dampening inflation, and this could partly reflect authorities’ concerns around softening of Singapore’s labour market and some higher retrenchments in Singapore’s services sector.

Inflation★★★Heat 50 · 18 inst.Authority 84Fresh 44
#744
ING THINKneutralunclassifiedInflation · CPI2022
AI-generated analytical summary · not a direct translation

Overall, Chinese inflation remains relatively under control compared to global peers Source: Shutterstock 5.0% YoY China's September PPI inflation Highest since 2022 Higher than expected CPI inflation edges up overall amid offsetting factors China’s CPI inflation rose 0.9% year-on-year in September, up slightly from 0.8% in August, and broadly in line with forecasts (market: 1.0%, ING: 1.0%).

5.0%Inflation★★★Heat 50 · 18 inst.Authority 84Fresh 44

All 51 publishing institutions

ABN AMRO ResearchANZ ResearchAQRAmundiApolloBMO Capital MarketsBNP ParibasBarclaysCIBC Capital MarketsCharles SchwabCitiCommerzbankCommonwealth BankCrédit Agricole CIBDanske BankDeutsche BankFranklin TempletonGoldman SachsHSBCING THINKIntesa SanpaoloInvescoJ.P. MorganJulius BaerKKRMUFGMacquarieMan Group / Man InstituteMizuhoMorgan StanleyNAB MarketsNatixisNomura ConnectsOCBC ResearchPGIMPIMCOPictetRBC EconomicsSEBSMBCSaxo BankSchrodersScotiabank EconomicsSociété GénéraleStandard CharteredState StreetTD Economics / TD SecuritiesUBS CIOUOB ResearchWellington ManagementWestpac / Westpac IQ

Central banks and public institutions

These links group reports by the institution discussed in the content, not by who published the report.

Federal ReserveEuropean Central BankBank of EnglandBank of JapanPeople's Bank of ChinaBank IndonesiaReserve Bank of AustraliaReserve Bank of New ZealandBank of CanadaSwiss National BankBureau of Labor StatisticsBureau of Economic AnalysisUnited States Department of the TreasuryEurostatOffice for National StatisticsU.S. Energy Information Administration