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1147 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

#2014d

OCBC ResearchneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Other sticky categories offered a more mixed picture, with education up 0.6% MoM, communication down 0.2% and household furnishings flat.

0.6%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2024d

Saxo BankneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

VIX 16.87, 20-day realised volatility 10.04%, stable, the index within 0.15% of its 50-day average.

16.87General★★★Heat 50 · 17 inst.Authority 67Fresh 54

#2034d

Saxo BankneutralunclassifiedGeneralOctober 2026

AI-generated analytical summary · not a direct translation

Option-implied expected move for each report day against the average move after the last eight reports, with implied-volatility rank and last close, as of 15 October 2026.

15General★★★Heat 50 · 17 inst.Authority 67Fresh 54

#2044d

Saxo BankbearishunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Tail risk signal: SKEW at 157.30 is the highest in our stored series, above all 60 previous sessions; far downside protection got dearer on a day the 30-day measure added only 1.60 points, a bearish/risk-hedging signal.

157.30General★★★Heat 50 · 17 inst.Authority 67Fresh 54

English source evidence

• Tail risk signal: SKEW at 157.30 is the highest in our stored series, above all 60 previous sessions: far downside protection got dearer on a day the 30-day measure added only 1.60 points.

#2054d

Saxo BankneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Three-month implied correlation rose 9.31% to 12.80, near the top of its three-month range but still low outright, while dispersion was flat at 36.60, a neutral overall read.

9.31%General★★★Heat 50 · 17 inst.Authority 67Fresh 54

English source evidence

• Correlation read: three-month implied correlation rose 9.31% to 12.80, near the top of its three-month range, still low outright, while dispersion was flat at 36.60.

#2064d

ING THINKneutralunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

Economic conditions provide little support; we expect GDP growth of only 0.3% in 2026 and 0.6% in 2027.

0.3%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2074d

ING THINKbearishunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Over the past 15 years, its public debt ratio has risen significantly, while many other European countries have reduced theirs.

15General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2084d

ING THINKneutralunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

French public debt reached 119% of GDP in mid-2026 and is expected to rise to 121.7% in 2027, a rising debt burden that signals a bearish view on France's fiscal outlook.

119%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

English source evidence

French public debt reached 119% of GDP in mid-2026 and is expected to increase to 121.7% in 2027.

#2094d

ING THINKneutralunclassifiedGeneralnext year

AI-generated analytical summary · not a direct translation

Without them, the government estimates that the deficit would reach around 6.5% next year.

6.5%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2104d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

The budget is likely to pass, but concessions may be needed The parliamentary process can run until 17 December under the 70-day constitutional timetable.

17General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2114d

ING THINKconditionalunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

Fiscal uncertainty will persist in 2027 Even if the budget is adopted, fiscal uncertainty will not disappear.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2124d

ING THINKneutralunclassifiedGeneralMay 2027

AI-generated analytical summary · not a direct translation

Yet the presidential election on 18 April and 2 May 2027 will probably be followed by legislative elections, which could again produce a fragmented National Assembly and make those reforms difficult to pass.

18General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2134d

ING THINKbearishunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

The 2027 budget will be a critical first step in containing France’s fiscal deterioration.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2144d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

We look at the three possible scenarios and what they may mean for the economy and markets President Donald Trump’s approval rating has hit new lows as we approach the US midterms in November The US midterm elections are on 3 November, with all 435 House of Representatives seats and 35 of the 100 Senate seats up for election.

3General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2154d

ING THINKbearishunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

While few expect the president to follow through with his promise of $5,000 checks for returning Republicans to Congress, more defence spending will not be fully offset by efficiency savings or lower healthcare expenditure.

$5,000General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2164d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

The 10yr yield likely pops above 5.5% and stays above, while the 2yr yield rises too and holds at around 5%.

10General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2174d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

The Democrats need to flip 4 of the 22 Republican seats and hold on to all 13 of their seats that are up for election to gain control of the Senate.

4General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2184d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Given the gridlock in Congress, the president will only be able to implement policy where he can use Executive Powers: 1) Foreign policy and diplomacy, including trade policy, 2) national security and defence, 3) law enforcement and regulatory policy, 4) appointments of personnel, and 5) administration and management policy.

1General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2194d

ING THINKneutralunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

It will likely be an issue by mid-summer 2027 with little ground for compromise between the two sides in Congress.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2204d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

To be impeached, 67 of 100 Senators must vote in favour, which is likely not going to happen given there won’t be enough Democrats (and supportive Republicans) to force it through.

67General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2214d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

We will probably see front-end yields easing lower while back- end yields maintain an upside bias, albeit within our preferred 5.25% to 5.5% range.

5.25%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2224d

Standard CharteredneutralunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

Solid consensus earnings growth forecasts of 19% in 2026 and 12% in 2027, alongside reasonable valuations, strengthen the case for sustained sector performance.

19%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2234d

Standard CharteredneutralunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

Consensus earnings growth forecasts of 40% in 2026 and 16% in 2027 should provide further support.

40%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2244d

Standard CharteredneutralunclassifiedGeneralQ3 2026

AI-generated analytical summary · not a direct translation

As we embark on the Q3 2026 earnings season, we will continue to assess whether banks’ earnings and underlying fundamentals can sustain their growth momentum into 2027.

3General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2254d

Standard CharteredneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Standard Chartered holds a bullish view on Asia's capital markets, expecting them to become still more important over five to 10 years.

10General★★★Heat 50 · 17 inst.Authority 84Fresh 54

English source evidence

• Asia’s capital markets are likely to become still more important over five to 10 years.

#2264d

Standard CharteredneutralunclassifiedGeneralMay 2026

AI-generated analytical summary · not a direct translation

When the International Finance Corporation (IFC) issued its first public green Wonton bond in May 2026, building on its inaugural Wonton issuance in 2025, the transaction was significant not for its size but for the precedent it confirmed.

2026,General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2274d

Standard CharteredbullishunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

At HKD 6 billion (approximately USD766 million), the three-year issue raised just a fraction of the IFC’s USD20 billion funding programme for fiscal year 2026.

6 billionGeneral★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2284d

Standard CharteredneutralunclassifiedGeneralMay 2026

AI-generated analytical summary · not a direct translation

For instance, in May 2026 Pakistan issued its first Panda bond.

2026General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2294d

Standard CharteredbearishunclassifiedGeneral2023

AI-generated analytical summary · not a direct translation

While Egypt’s 2023 Panda bond had already opened the door to lower-rated international issuers, Pakistan’s issuance demonstrated the growing depth of demand among Chinese investors for international sovereign credits.

2023General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2304d

Standard CharteredbullishunclassifiedGeneral2024

AI-generated analytical summary · not a direct translation

In 2024, it became the first sovereign issuer in Asia to launch a sustainability-linked bond, raising THB30 billion (approximately USD880 million) through a 15-year issuance linked to national climate objectives.

2024,General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2314d

Standard CharteredbullishunclassifiedGeneralSeptember 2026

AI-generated analytical summary · not a direct translation

In September 2026, Thailand followed this with a second sustainability-linked bond, raising THB25 billion (approximately USD750 million) and becoming the first sovereign issuer in Asia to embed biodiversity targets within a sustainability-linked financing framework.

2026,General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2324d

Standard CharteredneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Given the momentum, ongoing reforms, low borrowing costs and China’s huge pool of investors, these markets are likely to become much more material for borrowers over the next five to 10 years.

10General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2334d

Scotiabank EconomicsbearishunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Since stocks ex-Mag7 began softening after August 13 th , only energy and health care have been up while all other sectors have been lower (chart 2).

7General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2344d

Scotiabank EconomicsneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Total producer prices are expected to rise by 0.6% m/m SA with prices ex-food and energy up 0.3%.

0.6%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2354d

Scotiabank EconomicsneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

US CONSUMERS MIGHT TAKE A BREATHER US retail sales may struggle in the wake of August’s large 1%+ gains across headline, core and control group readings.

1%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2364d

Scotiabank EconomicsneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

One reason is that auto sales fell by 4.7% m/m SA in September, but this could be offset by the weighted impact of higher gasoline prices since the figures are reported in nominal terms.

4.7%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2374d

Scotiabank EconomicsneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Mixed August readings for manufacturing and wholesale are expected for the month of August (8:30amET).

8General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2384d

Scotiabank EconomicsneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

The trade deficit sharply narrowed mainly as imports fell (-1.5% m/m) and exports were flat (0.1%) after a strong prior gain of 2%.

1.5%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2394d

ING THINKneutralunclassifiedGeneralMay 2027

AI-generated analytical summary · not a direct translation

With presidential elections due in April and May 2027 and street protests mounting, few parties are willing to back austerity.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2404d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

We still expect the government to invoke Article 49.3 to pass the budget without parliamentary approval, but tensions may rise first.

49.3General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2414d

ING THINKneutralunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

This will increase pressure on governments to adopt austerity measures, resulting in a less accommodative fiscal stance in 2027.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2424d

ING THINKneutralunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

Following a very strong second quarter, artificially boosted by Irish GDP figures, we now expect average growth of 1.0% in 2026.

1.0%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2434d

ING THINKneutralunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

Assuming energy prices normalise in 2027, growth should average 1.2% next year.

2027,General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2444d

ING THINKbearishunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

However, we still expect a rate cut by year-end We expect the National Bank of Hungary to play it safe and keep rates on hold on 20 October Our call The National Bank of Hungary (NBH) picked the cautious option last month, keeping the base rate unchanged.

20General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2454d

ING THINKneutralunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

A sound and credible 2027 draft budget and a well-received medium-term fiscal consolidation plan could create a favourable idiosyncratic shock, reducing risk premiums on Hungarian assets.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2464d

ING THINKbearishunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Against a backdrop of elevated global uncertainty, and despite the prospect of lower local risk premiums, we expect the National Bank of Hungary to play it safe and keep rates on hold on 20 October.

20General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2474d

ING THINKbearishunclassifiedGeneral2026

AI-generated analytical summary · not a direct translation

Our assumption is that domestic developments will open the door to a 25bp rate cut in December, leaving the base rate at 5.25% at end-2026.

25bpGeneral★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2484d

ING THINKneutralunclassifiedGeneralnext year

AI-generated analytical summary · not a direct translation

We forecast a terminal rate of 4.25% next year.

4.25%General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2494d

ING THINKneutralunclassifiedGeneralunspecified

AI-generated analytical summary · not a direct translation

Regarding bonds, historical precedent indicates that the spread should settle in the 50-120bp range by the time of entry into ERM II.

50General★★★Heat 50 · 17 inst.Authority 84Fresh 54

#2504d

ING THINKneutralunclassifiedGeneral2027

AI-generated analytical summary · not a direct translation

We expect price growth to remain below the central bank’s target for the rest of the year and throughout the first half of 2027.

2027General★★★Heat 50 · 17 inst.Authority 84Fresh 54

Central banks and public institutions

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

Federal Reserve European Central Bank Bank of England Bank of Japan People's Bank of China Bank Indonesia Reserve Bank of Australia Reserve Bank of New Zealand Bank of Canada Swiss National Bank Bureau of Labor Statistics Bureau of Economic Analysis United States Department of the Treasury Eurostat Office for National Statistics U.S. Energy Information Administration

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Central banks and public institutions