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Institutional Wire

Views

1156 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

#311
#313
State StreetneutralunclassifiedGeneralunspecified
AI-generated analytical summary · not a direct translation

Across the overall market, by project category as a share of the total index, green buildings lead at 4.19%, the largest destination for green bond proceeds, ahead of renewable energy (3.56%) and clean transportation (1.35%).

4.19%General★★★Heat 50 · 18 inst.Authority 84Fresh 46
English source evidence
Within the overall market, the largest allocations to green bond project categories (as a share of the total index) are green buildings (4.19%), renewable energy (3.56%), and clean transportation (1.35%).
#314
State StreetneutralunclassifiedGeneralunspecified
AI-generated analytical summary · not a direct translation

State Street's report notes that the eligibility of reported use-of-proceeds allocations according to the EU Taxonomy environmental objectives provides a supplementary classification lens to the ICMA project categories.

4General★★★Heat 50 · 18 inst.Authority 84Fresh 46
English source evidence
Figure 4 illustrates the eligibility of reported use -of-proceeds allocations according to the EU Taxonomy environmental objectives, providing a supplementary classification lens to the ICMA project categories.
#327
Saxo BankneutralunclassifiedGeneralunspecified
AI-generated analytical summary · not a direct translation

Of the three companies reporting this morning, Bank of America prices the widest options premium at 2.9% versus an expected 2.2%, ASML at 4.6% against a typical 5.9%, and Morgan Stanley in line at 3.6%.

2.9%General★★★Heat 50 · 18 inst.Authority 67Fresh 46
English source evidence
• Of the three reporting this morning, Bank of America prices the widest premium at 2.9% against 2.2%, ASML 4.6% against a typical 5.9%, Morgan Stanley in line at 3.6%.
#328
Saxo BankbearishunclassifiedGeneralunspecified
AI-generated analytical summary · not a direct translation

Saxo Bank's options brief takes a neutral stance: SKEW at 154.74 is essentially unchanged and still elevated, so the cost of far downside protection did not move even as the sectors diverged.

154.74General★★★Heat 50 · 18 inst.Authority 67Fresh 46
English source evidence
• Tail risk signal: SKEW at 154.74 is essentially unchanged and still elevated, so the cost of far downside protection did not move while the sectors did.
#338
Scotiabank EconomicsneutralunclassifiedGeneralunspecified
AI-generated analytical summary · not a direct translation

Scotiabank Economics notes that the US CPI print lit up Fed hike expectations, with its detail showing personal care services and miscellaneous personal services prices up 2.3% and 2.9% year-over-year (with selected measures at 3.7% and 5.1%), supporting a hawkish stance.

4.5General★★★Heat 50 · 18 inst.Authority 84Fresh 46
English source evidence
4.5 0.4 1.600 0.07 0.01 2.7 0.7 2.7 2.4 0.6 3.3 Personal care services 3.7 0.4 0.668 0.02 0.00 2.3 0.7 2.0 1.8 0.8 2.3 Miscellaneous personal services 5.1 0.3 0.932 0.05 0.00 2.9 0.9 2.4 2.7 0.7 3.3 *Number may not add due to rounding Sources: Scotiabank Economics, BLS.

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