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Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 8 September 2026 Daily Credit Snapshot Market Commentary • The US market was closed on Monday for the Labor Day holiday. Market moves were exacerbated…
1 FX Special Focus FX Focus Vietnam – A more stable USD/VND, SBV on hold Key Points ▪ We are forecasting USD/VND to be more stable. We see USD/VND at 26,000-26,100 over the next few months into end-2026, before moving towards 26,200-26,300…
Commonwealth Bank expects the RBA to hike interest rates one final time in November to 4.60%, citing persistent inflation and structural economic challenges. Australia's economy is slowing, but underlying inflation remains above target due to supply shocks,…
The Japanese yen extended its rebound, pushing USD/JPY below 153.00 for the first time since February, driven by technical breaks, hawkish BoJ repricing, and supportive domestic data. The MoF confirmed record intervention, and the US appears to have pressured…
Westpac has revised its Australian cash rate outlook, making a November 2026 hike the base case, citing resilient households and a data centre boom. GDP growth forecasts are upgraded, but inflation and rate cuts are pushed later.
OCBC's daily treasury outlook highlights key market movements and data releases. Geopolitical tensions between the US and Iran have driven Brent crude to a six-week high, while a potential Iran-Oman accord eased some concerns. The Japanese yen strengthened…
Declining correlations, rising tracking error, and greater country-level dispersion suggest international markets are delivering increasingly distinct outcomes from US equities. While global equity markets still share a common equity beta, their return paths…
ING expects a single Fed rate hike in September 2026, delaying but not cancelling a cyclical dollar decline projected for spring 2027. EUR/USD is forecast to end 2026 around 1.16, with USD/JPY likely trading in a 155-160 range near term. High yielders and…
ING's September 2026 G10 FX outlook sees the dollar's downtrend delayed by an expected 25bp Fed hike on 16 September, prompting a cut in the year-end EUR/USD forecast. EUR/USD is expected to stay subdued until spring when US inflation approaches 2%. USD/JPY…
OCBC's daily credit snapshot highlights stronger-than-expected US payrolls raising Fed hike odds, with Treasury yields climbing. Credit spreads show mixed movements across IG and HY in the US and Asia. Corporate updates include Fosun's stake sale, Chinese…
The euro area Q2 GDP growth was revised up to 0.6% q/q, driven by volatile Irish data. Growth is expected to moderate to 0.2%-0.4% q/q in Q3 and Q4, with 2026 annual growth around 0.9%. Germany's growth forecast for 2026 was raised to 0.9% due to strong H1…
Australia is entering a new era of infrastructure investment shaped by the convergence of several powerful structural forces. While the energy transition remains a major driver, it is intersecting with the rapid growth of artificial intelligence (AI), cloud…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Commonwealth Bank highlights Brombal's Fresh Produce, a family-owned hydroponic lettuce farm in Lismore, which uses desalination and automated monitoring to improve crop quality and efficiency. The case study emphasizes technology's role in sustainable…
OCBC's Daily Treasury Outlook for September 7, 2026, highlights a stronger-than-expected US jobs report that has elevated Fed rate hike expectations, with markets pricing around a 60% chance of a September hike. Treasury yields rose, and the S&P 500 fell…
MUFG's FX Daily Snapshot for September 7, 2026, analyzes the US dollar's strength following a stronger-than-expected August nonfarm payrolls report, which has lifted the dollar index to near its 200-day moving average. The report highlights that the upcoming…
Westpac expects the RBNZ to keep the OCR unchanged in October before hiking by 25bp in December, with the OCR peaking at 3.28% by end-2029 and reaching 4% by September 2027. Inflation remains elevated, and the NZD is seen consolidating with a year-end target…
Westpac's latest Australia & NZ Weekly report discusses the Q2 2026 national accounts, which were seen as an 'inkblot test' with hawkish and dovish interpretations. Westpac expects the RBNZ to pause in October and hike in December, with a peak of 4.00% by…