#101
AI-generated analytical summary · not a direct translation
The suite of readings could be highly impactful to expectations for the October 28 th and subsequent decisions by the Bank of Canada.
28General★★★Heat 50 · 17 inst.Authority 84Fresh 63
Institutional Wire
Views
1100 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
#102
AI-generated analytical summary · not a direct translation
Scotiabank Economics highlights one example of this point, especially when married to the relatively recent surge in data centers, with hundreds more expected particularly in Alberta; the statement is a neutral observation with no explicit directional view.
5General★★★Heat 50 · 17 inst.Authority 84Fresh 63
English source evidence
Chart 5 highlights one example of this point especially when married to the relatively recent surge in data centers ( here ) with hundreds more expected particularly in Alberta.
#103
AI-generated analytical summary · not a direct translation
Since sales declined at a slightly faster pace than new listings in September, the national sales -to-new listings ratio modestly eased from 49.1% (sa) in August to 48.8% in September, still trending in the lower half of the balanced national conditions range as it has been doing since the end of 2024.
49.1%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#104
AI-generated analytical summary · not a direct translation
A sales-to-new listings ratio below the long-term mean by less than one standard deviation is considered a buyer's market and is likely to see a flat or downward trend in prices over the next six months.
63.2General★★★Heat 50 · 17 inst.Authority 84Fresh 63
English source evidence
John's) 63.2 10.0 3.0 1.1 Sellers' 9.1 5.1 3.7 7.0 -8.1 1.7 A sales-to-new listings ratio below the long-term mean less than one deviation is considered a buyer's market and likely to see a flat or downward trend in prices over the next six months.
#105
AI-generated analytical summary · not a direct translation
Scotiabank Economics' long-term view holds that a market is tilted toward sellers, with likely upward pressure on prices, when its seasonally adjusted sales-to-new listings ratio exceeds the long-term mean plus one standard deviation.
1General★★★Heat 50 · 17 inst.Authority 84Fresh 63
English source evidence
Sales-to-New Listings Ratio (%; S.A) Unit Sales (%) Avg Sale Price (%) New Listings (%) 1A market is tilted towards sellers, and likely to witness upward pressure on prices, if its sales-to-new listings ratio greater than the long-term mean plus one standard deviation.
#106
AI-generated analytical summary · not a direct translation
Equity selloffs in Korea and Taiwan are putting downside pressure on KRW and TWD; in Japan, Bank of Japan Board Member Junko Koeda reinforced the case for further tightening, with a more explicit warning against excessive caution than in her previous speech.
2General★★★Heat 50 · 17 inst.Authority 84Fresh 63
English source evidence
CHART 2: KOREA AND TAIWAN EQUITY SELLOFFS RESULT IN DOWNSIDE PRESSURE ON KRW AND TWD Source: Bloomberg, MUFG GMR In Japan, Bank of Japan Board Member Junko Koeda reinforced the case for further tightening, with a more explicit warning against excessive caution than in her previous speech.
#107
AI-generated analytical summary · not a direct translation
Her latest remarks placed greater emphasis on upside price risks and still-accommodative financial conditions, while she judged the neutral rate to be considerably above 1%.
1%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#108
AI-generated analytical summary · not a direct translation
Malaysia’s GDP growth is expected to ease to 5.1%yoy from 6.0%yoy in 2Q.
5.1%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#109
AI-generated analytical summary · not a direct translation
The GDP data again was stronger than expected –the m/m gain of just 0.1% was modest but still better than expected, helping the 3mth/3mth rate to 0.7%, 0.2ppt stronger than expected.
0.1%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#110
AI-generated analytical summary · not a direct translation
The 3mth/3mth gain was helped by services activity although the one-month reading was flat in August and could be a sign of weakening momentum.
3General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#111
AI-generated analytical summary · not a direct translation
The breakdown of the services sector showed consumer- facing weakness while a Bloomberg Intelligence survey released yesterday indicated 3 16th October 2026 vulnerabilities that could see a slowing in the months ahead.
3General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#112
AI-generated analytical summary · not a direct translation
While the consensus expects Bank Indonesia to keep rates on hold at 5.75%, MSCI’s announcement on Friday (16 October) that Indonesia’s continued emerging-market classification was no longer appropriate sent the JCI down more than 10% and put pressure on IDR.
5.75%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#113
AI-generated analytical summary · not a direct translation
For exports, the growth accelerated by abig margin of 11.3ppts to 36.3%yoy, beating market expectations of a flat growth.
11.3General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#114
AI-generated analytical summary · not a direct translation
This is consistent with the stronger September PMI readings, particularly in construction, pointing to potential stabilization in FAI and Q3 GDP growth in next week’s data.
3General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#115
AI-generated analytical summary · not a direct translation
We expect the unemployment rate to grind higher into 2027 as tighter financial conditions and cost-of-living pressures restrict activity growth to a below-trend pace.
2027General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#116
AI-generated analytical summary · not a direct translation
Although, our forecast peak is near at 4.8%, due by Q2 2027.
4.8%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#117
AI-generated analytical summary · not a direct translation
Within the core components, core goods prices gained 0.3% after being broadly unchanged over the past 6 months (0.7%yr).
0.3%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#118
AI-generated analytical summary · not a direct translation
This fragment contains no market view, directional stance or data, consisting solely of a legal definition of the persons to whom it may be communicated, and therefore no market view can be derived from it.
49General★★★Heat 50 · 17 inst.Authority 84Fresh 63
English source evidence
(set out in Article 49(2)of the Order; (c) other persons to whom it may lawfully be communicated in accordance with the Order or (d) any persons to whom it may otherwise lawfully be made (all such persons together being referred to as “relevant persons”).
#119
AI-generated analytical summary · not a direct translation
The material may contain an ‘investment recommendation’ and/or ‘information recommending or suggesting an investment’, both as defined in Regulation (EU) No 596/2014 (including as applicable in the United Kingdom) (“MAR”).
596General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#120
AI-generated analytical summary · not a direct translation
(The RBA estimated that around 16% of businesses imposed surcharges.) Inevitably, though, some firms have lifted their prices by more than any reasonable estimate of the merchant service fee that the surcharge was meant to cover.
16%General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#121
AI-generated analytical summary · not a direct translation
The fragment contains no market view, directional stance, or data; it is merely a legal definition of “relevant persons,” so no readable market view can be formed from it.
49General★★★Heat 50 · 17 inst.Authority 84Fresh 63
English source evidence
(set out in Article 49(2)of the Order; (c) other persons to whom it may lawfully be communicated in accordance with the Order or (d) any persons to whom it may otherwise lawfully be made (all such persons together being referred to as “relevant persons”).
#122
AI-generated analytical summary · not a direct translation
The material may contain an ‘investment recommendation’ and/or ‘information recommending or suggesting an investment’, both as defined in Regulation (EU) No 596/2014 (including as applicable in the United Kingdom) (“MAR”).
596General★★★Heat 50 · 17 inst.Authority 84Fresh 63
#123
AI-generated analytical summary · not a direct translation
Commonwealth Bank reports that 2.82 million Australians now hold ETFs, more than double the number in 2020, showing ETFs have grown to rival shares and property as young Australians' first investment.
2.82 millionGeneral★★★Heat 50 · 17 inst.Authority 84Fresh 62
English source evidence
• 2.82 million Australians now hold ETFs, more than double the number in 2020.
#124
AI-generated analytical summary · not a direct translation
According to a Commonwealth Bank report, 33% of intending investors expect to invest in ETFs over the next 12 months, as ETFs rival shares and property as young Australians' first investment.
33%General★★★Heat 50 · 17 inst.Authority 84Fresh 62
English source evidence
• 33% of intending investors expect to invest in ETFs over the next 12 months.
#125
AI-generated analytical summary · not a direct translation
Some 33% of intending investors said they were likely to invest in ETFs over the coming year, up from 21% in 2023.
33%General★★★Heat 50 · 17 inst.Authority 84Fresh 62
#126
AI-generated analytical summary · not a direct translation
Australian-listed shares remain the most likely investment at 41%.
41%General★★★Heat 50 · 17 inst.Authority 84Fresh 62
#127
AI-generated analytical summary · not a direct translation
(set out in Article 49(2)of the Order; (c) other persons to whom it may lawfully be communicated in accordance with the Order or (d) any persons to whom it may otherwise lawfully be made (all such persons together being referred to as “relevant persons”).
49General★★★Heat 50 · 17 inst.Authority 84Fresh 62
#128
AI-generated analytical summary · not a direct translation
The material may contain an ‘investment recommendation’ and/or ‘information recommending or suggesting an investment’, both as defined in Regulation (EU) No 596/2014 (including as applicable in the United Kingdom) (“MAR”).
596General★★★Heat 50 · 17 inst.Authority 84Fresh 62
#129
AI-generated analytical summary · not a direct translation
French Presidential Elections: A Primer 15October 2026 French Presidential Elections CROSS EXPERTISE 2 Contents Political and macroeconomic Outlook ................................
15General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#130
AI-generated analytical summary · not a direct translation
24 French Covered Bonds Likely to Maintain AAA Ratings in the Event of a Sovereign Downgrade ................................
24General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#131
AI-generated analytical summary · not a direct translation
This deadline will mechanically restrict the list of candidates, as this threshold is difficult to clear for candidates lacking a solid local electoral footprint 1 .
1General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#132
AI-generated analytical summary · not a direct translation
It is important to note that the eve of the second -round falls on 1 May, International Workers' Day in France, a day typically characterised by height ened political activity and significant trade union mobilisation.
1General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#133
AI-generated analytical summary · not a direct translation
The next President of the Republic will take office on 14 May 2027, the date on which President E.
14General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#134
AI-generated analytical summary · not a direct translation
Should the incoming President opt for snap elections, the legislative ballot must be held within twenty to forty days following dissolution, with a first round scheduled for 6, 13 or 20 June 2027.
6,General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#135
AI-generated analytical summary · not a direct translation
According to recent polling institute estimates 3 ,Marine Le Pen (National Rally) reaches the second round in all scenarios tested.
3General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#136
AI-generated analytical summary · not a direct translation
Her first -round voting intentions currently hover between 32and 3 5% (See Chart 1 & 2 and Table 1 ).
32General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#137
AI-generated analytical summary · not a direct translation
Lisnard (liberal right) rarely poll sabove 3% in surveys but is highly likely to secure the 500 sponsorships required to sustain his candidacy and is credited with amore than 10% chance of victory on alternative online prediction platforms.
3%General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#138
AI-generated analytical summary · not a direct translation
More candidates are running for the 2027 elections, see France: Q&A Less Than a Year Ahead of the French Presidential Election .
2027General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#139
AI-generated analytical summary · not a direct translation
With the 2027 presidential election just under six months away, polling data at this stage of the electoral cycle should be treated with due caution.
2027General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#140
AI-generated analytical summary · not a direct translation
Chart 1: Main potential candidates for the presidential election Chart 2: Main potential candidates for the presidential election Sources: Toluna -Harris (29 May –12 October), Natixis CIB Sources: Ifop (26 June –2 October), Natixis CIB Furthermore, in several recent Presidential elections, the eventual winner was a late -emerging candidate.
1General★★★Heat 50 · 17 inst.Authority 84Fresh 58
#141
AI-generated analytical summary · not a direct translation
1WESTPAC ECONOMICS WESTPAC MARKET OUTLOOK October 2026 Your monthly report on Australia and the global economy.
1General★★★Heat 50 · 17 inst.Authority 84Fresh 54
#142
AI-generated analytical summary · not a direct translation
22 Europe & UK Concerns over Europe’s outlook 24 Summary forecast tables Australia – financial 26 Australia – economic 27 New Zealand 28 Commodity prices 29 United States 30 Europe 31 Asia 32 Global growth 33 westpaciq.com.au WESTPAC MARKET OUTLOOK October 2026 CONTENTS Westpac Market Outlook is a monthly publication produced by Westpac Economics.
22General★★★Heat 50 · 17 inst.Authority 84Fresh 54
#143
AI-generated analytical summary · not a direct translation
Saxo Bank's view on ASML is bullish: the company raised its annual sales guidance, with customers planning equipment orders extending towards 2029 and 2030.
2029General★★★Heat 50 · 17 inst.Authority 67Fresh 54
English source evidence
• ASML: Raised its annual sales guidance, with customers planning equipment orders extending towards 2029 and 2030.
#144
AI-generated analytical summary · not a direct translation
This is playing out as we anticipated in our Q4 outlook, “Raise the Bar,” where we highlighted the cost of capital as an increasingly important driver of the AI trade.
4General★★★Heat 50 · 17 inst.Authority 67Fresh 54
#145
AI-generated analytical summary · not a direct translation
September 2026 Labour Force Survey Westpac Economics Key Results – 39.3k Employment Change Surprised materially to downside, but some residual seasonality could be in the mix.September 2026: Looking shakier Westpac Chart Pack –September 2026 Labour Force Survey 4.7% Unemployment Rate Continues to slowly drift higher as labour supply outstrips demand.
2026General★★★Heat 50 · 17 inst.Authority 84Fresh 54
#146
AI-generated analytical summary · not a direct translation
But in 10% of cases, Cartwright said, that limited escalation could spiral out of control.
10%General★★★Heat 50 · 17 inst.Authority 84Fresh 54
#147
AI-generated analytical summary · not a direct translation
In contrast, new RMB loans under the TSF measure totalled RMB1.27tn, down RMB334.2bn YoY, remaining the main drag on overall credit expansion.
1.27tnGeneral★★★Heat 50 · 17 inst.Authority 84Fresh 54
#148
AI-generated analytical summary · not a direct translation
Despite the stronger-than- expected headline figures, outstanding TSF growth edged down by 0.1ppt to 7.1% YoY, suggesting that the underlying credit impulse remains weak.
0.1General★★★Heat 50 · 17 inst.Authority 84Fresh 54
#149
AI-generated analytical summary · not a direct translation
Separately, Economy Minister Akmal Nasrullah Mohd Nasir said the government aims to create 500,000 job opportunities through AI initiatives, alongside efforts to upgrade workforce skills and expand high growth, high value industries.
500,000General★★★Heat 50 · 17 inst.Authority 84Fresh 54
#150
AI-generated analytical summary · not a direct translation
PH: The Bangko Sentral ng Pilipinas (BSP) expects the country’s balance of payments (BOP) to remain in deficit at USD9.2bn (1.8% of GDP) in 2026, before narrowing to USD8.5bn (1.6% of GDP) in 2027, amid subdued global growth, geopolitical tensions, and elevated energy costs.
9.2bnGeneral★★★Heat 50 · 17 inst.Authority 84Fresh 54
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