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Views

1162 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

#354
OCBC ResearchneutralunclassifiedGeneral2010
AI-generated analytical summary · not a direct translation

OCBC Research notes that historical House seat changes in midterm election years since 1946 show net losses for the ruling party in most midterms (such as -56, -48, -80), with only a few years posting gains (+4, +8), a pattern relevant as a reference for the 2026 midterms. The stance is a neutral observation.

56General★★★Heat 50 · 18 inst.Authority 84Fresh 46
English source evidence
-56 -28 -18 -48 -4 -47 -12 -48 -15 -26 -5 -8 -54 +4 +8 -30 -63 -13 -41 -9 -80 -60 -40 -20 0 20 1946 1962 1978 1994 2010 2026 House seat changes at midterms Seats Source: American Presidency Project, OCBC Group Research.
#355
OCBC ResearchneutralunclassifiedGeneral2010
AI-generated analytical summary · not a direct translation

OCBC Research notes that Senate seat changes across US midterm elections from 1946 to 2022 ranged from -15 to +5 seats, with most years negative, indicating the party in power typically loses Senate seats at midterms.

12General★★★Heat 50 · 18 inst.Authority 84Fresh 46
English source evidence
-12 -6 -1 -13 +3 -4 +2 -5 -3 +1 -8 -1 -8 0 +2 -6 -6 -9 +2 +1 -15 -10 -5 0 5 1946 1962 1978 1994 2010 2022 Seats Senate seat changes at midterms Source: American Presidency Project, OCBC Group Research.
#370
#371
NatixisneutralunclassifiedGeneral2019
AI-generated analytical summary · not a direct translation

Natixis notes that goods exports in value terms, with a 2019 index of 100 and on a 12-month moving average basis, show diverging trajectories, which may notably reflect distinct export structures and, consequently, differing levels of exposure to sectoral shocks and shifts in global demand.

1General★★★Heat 50 · 18 inst.Authority 84Fresh 43
English source evidence
Chart 1:Goods exports, value terms, 2019 index =100, 12-month moving average Chart 2:Monthly goods export growth, value terms, YoY 12-month moving average Source: Eurostat, Natixis CIB Research Source: Eurostat, Natixis CIB Research These diverging trajectories may notably reflect distinct export structures and, consequently, differing levels of exposure to sectoral shocks and shifts in global demand.
#372
NatixisneutralunclassifiedGeneralunspecified
AI-generated analytical summary · not a direct translation

In terms of export structure, chemical products hold a particularly large share of French exports at 19.3%, whereas Italy combines a high exposure to machinery and transport equipment at 32.3% with a significant contribution from other manufactured goods at 16.8%.

19.3%General★★★Heat 50 · 18 inst.Authority 84Fresh 43
English source evidence
Chemical products hold aparticularly large share in French exports (19.3%), whereas Italy combines ahigh exposure to machinery and transport equipment (32.3%) with a significant contribution from other manufactured goods (16.8%).
#379
MUFGneutralunclassifiedGeneralOctober 2026
AI-generated analytical summary · not a direct translation

In its Asia FX Talk dated 13 October 2026, MUFG discusses the RBI's INR measures, noting they may help spot FX but questioning how long that support can last, implying a cautious stance on the measures' durability.

1General★★★Heat 50 · 18 inst.Authority 84Fresh 40
English source evidence
1 Asia FX Talk │13 October 2026 Asia FX Talk RBI’s INR measures may help spot FX, but for how long?
#384

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