Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank Economics maintains its June forecast with Canada's growth expected at 0.9% in 2026 and 2.2% in 2027, while the Bank of Canada is likely to raise rates twice late this year. The US GDP growth forecast is 2.0% for 2026 and 1.9% for 2027, with the…
Scotiabank Economics expects the upcoming week to feature escalation risks in the Canada-US tariff war, with Canada imposing retaliatory tariffs on C$28 billion of US imports, while Canada pivots toward attracting C$1 trillion in investments over five years.…
In August 2026, global equities rose, driven by strong tech earnings and AI investments, while bond yields increased on hawkish central bank signals. Commodities gained, led by agriculture, with gold supported by dollar weakness. The month ended with caution…
Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
The Sep 4 2026 Daily Credit Snapshot from OCBC Research reviews resilient US services data, rising jobless claims, and the quiet credit market. It highlights persistent services-sector price pressure, challenges in the employment outlook, and the negligible…
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
State Street Investment Management's report demonstrates its capabilities in delivering customized sustainable fixed income solutions for institutional investors, highlighting four case studies that showcase climate-themed strategies with carbon reduction…
For August 2026, OCBC Research observes that Asian and US high-yield (HY) credit outperformed investment-grade (IG), driven by resilient fundamentals, low defaults, and spread compression. Record US IG issuance and elevated volatility at the long end of the…
Natixis assesses Asian currencies using PPP and BEER models, finding JPY, KRW, IDR, INR undervalued and AUD overvalued. It highlights policy-driven misalignments and potential corrections.
Westpac's national accounts analysis for Q2 2026 highlights that the data can be interpreted hawkishly or dovishly, but emphasizes the importance of considering all signals, including the labour market, which is showing signs of easing and spare capacity. The…
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
The article provides OCBC's daily treasury outlook, focusing on US market movements, upcoming labor data, and regional developments. US equities rebounded on strong services data and dovish Fed comments, while oil prices held near highs. The report…
New Zealand total building activity rose 4.8% in the June quarter 2026, significantly above Westpac's forecast of 1.0%, marking the first increase in a year. Residential building rebounded strongly and is expected to continue rising into 2027, while…
MUFG's Asia FX Weekly report highlights key catalysts for Asian currencies, including China's mixed economic data, US CPI ahead of the FOMC, and expectations for gradual CNY appreciation. The report also covers various Asian currencies such as KRW, INR, VND,…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
According to MUFG's Asia Macro Notebook for September 2026, August PMIs across Asia indicate a broadening growth momentum, driven by technology and AI-related demand, while China's recovery remains uneven with continued weakness in services, construction, and…
Westpac IQ balances growth and inflation risks in Australia and globally, noting resilient consumer but soft demand, RBNZ tightening path, and US Fed's cautious stance with potential hikes if inflation persists.
Schroders has shifted its RBA view from an extended pause to a near-certain September rate hike following hotter July CPI and strong household spending data. The fund has repositioned by cutting short-end AUD duration, reducing FX exposure, and adjusting US…
Natixis notes that Fed Governor Waller's September vote will depend on next week's CPI data, reducing hike odds to 52%; expects August jobs data to disappoint. Rates strategy is neutral directionally but more confident in 2s10s steepeners. In LatAm, Brazil's…
Schroders' analysis of the US-Iran conflict identifies six key lessons for emerging market debt investors: US military power remains central but favors distant engagement; Iran acts as an asymmetric disruptor; a deterrence triangle persists among the US,…