Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Westpac IQ's September 2026 report highlights persistent high energy prices due to the US-Iran conflict, pushing goods inflation higher without significant second-round effects, and a tightening bias among central banks. Australian GDP grew 0.4% qtr in Q2 but…
Commonwealth Bank highlights a structural shift in global bond markets, with long-term yields at multi-decade highs due to higher expected average interest rates, rising government debt, and reversed deflationary forces. The US 10-year Treasury yield near…
Westpac's report on Australia's trade in goods for July highlights a narrowing trade surplus to $1.9bn, with exports falling due to gold declines and imports easing, while noting underlying trends in data centre investment and EV sales that may influence…
Westpac IQ's September 2026 Agriculture Report highlights a resilient Australian farm sector with farm GVA growth upgraded to 0.9% for 2026, driven by stronger crop production and robust livestock output. Commodity prices are expected to rise, with the…
MUFG's JPY Monthly report for September 2026 highlights the impact of coordinated Japan-US FX intervention (JPY15.4tn since late July) in containing yen weakness, with markets now expecting a BOJ rate hike in September (over 90% priced in) partly due to US…
MUFG Research notes the yen's strength as BoJ rate hike expectations build, particularly after Takata's speech hinting at larger hikes. MUFG doubts hikes larger than 25bps but sees 100bps over 12 months as plausible. The bank highlights USD/JPY downside risks…
MUFG recommends buying the ATDBCN EUR 3.901 2033 senior bond, citing its rich yield, cheap valuation relative to its own issuer curve and peers, and strong fundamentals of Alimentation Couche-Tard. They expect up to 0.9pt of relative upside over the next…
The report from OCBC Research on 2 September 2026 highlights a risk-off day in markets, driven by US-Iran conflict escalation and a global bond rout, leading to surging oil prices and higher Treasury yields. Credit spreads widened in IG and HY, while Asia USD…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 2 September 2026 Daily Treasury Outlook Highlights Global: US equities sold off broadly at the start of September as a deepening global bond rout and…
Scotiabank Economics reports that bonds and stocks are simultaneously cheapening due to renewed Iran hostilities and inflation concerns, while central banks like the Bank of Canada, RBNZ, and RBA are making key decisions amidst mixed economic data. The BoC is…
Natixis expects the August US Employment Situation Report to show nonfarm payroll gains of only 25k, below the consensus of 55k, with the unemployment rate rising slightly to 4.2% due to higher prime-age labor force participation. The report indicates…
Natixis reports that Hong Kong's re-export trade is being rewired: it plays a smaller role in distributing Chinese-made goods but a larger role in sourcing foreign goods for China and intermediating trade between overseas markets. This shift is driven by tech…
Westpac IQ's review of NZ building consents for July 2026 indicates residential consent levels remain elevated despite a monthly slip, with a positive outlook for home building activity into 2027, supported by strong regional growth in Auckland and…
Westpac comments on the RBNZ September 2026 MPS, viewing it as balanced with a hawkish bias. The bank expects the OCR to remain on hold in October and then be hiked in December, with upside risks to inflation keeping the option for further hikes alive.
MUFG notes the yen strengthened overnight as hawkish Bank of Japan comments, including from Governor Ueda, boosted expectations for a rate hike at the upcoming September meeting. However, the yen rally has been limited by surging energy prices due to…
Natixis analyzes the proposals from French far-left parties to cancel or restructure France's public debt held by the Eurosystem/Bank of France. The report argues that such proposals are legally, institutionally, and financially problematic, likely to…
Commonwealth Bank forecasts a deeper and broader Australian housing downturn, with national dwelling prices expected to fall around 9% from peak to trough. The correction has spread to Brisbane, Perth, and Adelaide, with sharper declines in Sydney and…
Westpac reports a 3.6% month-on-month decline in total Australian dwelling approvals for July, with the annual pace easing to 9.0%yr. Weakness was driven by a 4.2%mth fall in private detached dwelling approvals, while private unit approvals edged down 0.4%mth…
Australia's dwelling price correction deepened in August 2026, with the national Cotality index falling 0.9% m/m, following downward revisions to previous months. Prices are now 3.6% below their March peak, and annual growth slowed to 2.7%. Declines are…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…