38 institutions have written about this across 635 indexed reports, producing 1727 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Westpac lowered its New Zealand 2027 GDP growth forecast by 0.3ppts to 2.7%yr, citing higher assumed energy prices and a steeper near-term path for long-term interest rates that weigh on consumption and residential investment. A weaker NZ dollar…
Westpac expects the Reserve Bank of Australia to raise rates 25bp in November, citing cost-plus pricing behaviour, pass-through of non-labour costs and above-average award wage increases that keep demand ahead of supply. Australian unemployment held at 4.7%…
US September inflation drifted higher, yet Natixis argues a Fed pause is more likely than not, giving room to complete scaling into 2yr longs. Treasuries rallied despite bad inflation data and a silent Warsh, suggesting the market is forming a floor. The bank…
Eurostat's final September estimate put euro area headline HICP at 3.8% y/y and 0.6% m/m, above Natixis' 3.5% call but matching the flash. Energy surged 18.9% y/y and 4.0% m/m, contributing 1.7pp and overtaking services as the largest driver. Core held at…
Mexico dominates next week's Latam calendar with retail sales, bi-weekly October CPI, unemployment and August IGAE activity data. Headline bi-weekly inflation is forecast at 0.5% m/m and 3.7% y/y, with core at 0.2% m/m and 3.7% y/y. Activity is expected to…
US bonds and equities stayed volatile as TSMC's cautious AI outlook and a 1.3% September PPI rise, the largest monthly gain in four and a half years, followed a hot CPI print. Yet the 10-year Treasury yield fell to about 5.09%, near a three-week low, as risk…
Czech industrial producer prices rose 3.7% YoY and 1.2% MoM in September, beating expectations, while agricultural prices fell 7.2% YoY but rose 3.2% MoM. ING expects industrial PPI growth to peak above 6% in January and agricultural PPI above 12% by…
National resale activity weakened in September: unit sales fell 2.3% m/m (sa), erasing nearly half of April–July gains, with a 7.7% y/y (nsa) decline. New listings eased 1.8% m/m. The sales-to-new listings ratio slipped to 48.8% and months of inventory rose…
FX markets are caught between hot inflation, which argues for tighter Fed policy, and an AI-related tech selloff that could force a softer stance. ING expects the dollar to consolidate near recent highs, sees DXY capped at 102.40/50, and flags defensive Swiss…