Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The RBA raised the official cash rate by 25bp to 4.60%, its fourth 2026 increase for a cumulative 100bp. The Board cited stronger-than-expected inflation, higher global energy prices, Middle East conflict, AI-driven tech goods demand and domestic capacity…
Based on BIS locational banking data, Asia's claims on the GCC grew faster than the rest of the world, with Hong Kong's claims rising $72bn from 2019 to Q1 2026 and the GCC's share up to 4.4% from 2.0%; Korea's share fell to 4.8% from 6.6%. Bloomberg…
Higher oil prices and US yields above 5.2% are deepening Asian FX divergence. Brent stayed above $100/bbl while the dollar index rose to about 101.1, a negative terms-of-trade shock for Asia's oil importers. Asia currencies remain above Q1 2025 lows, helped…
OCBC's 28 September 2026 outlook sees the RBA hiking 25bp to 4.60% on persistent core inflation and resilient demand. The Trump-Xi summit extended the US-China trade truce to 10 January 2027 with reciprocal tariff cuts on about USD30bn of goods, but rare…
State Street reports a six-month upturn in global manufacturing, led by developed markets and AI investment. The US preliminary September manufacturing PMI hit 57.0, its highest since May 2022, while the UK composite PMI fell to a three-month low of 51.7 and…
OCBC's 28 Sep 2026 snapshot flags a data-heavy week capped by Friday's US nonfarm payrolls (consensus ~100k, unemployment 4.2%) and core PCE (0.3% m/m). The Trump-Xi meeting extended the trade truce to 10 January with reciprocal tariff cuts on ~USD30bn of…
President Trump's rejection of Iran's proposal to reopen the Strait of Hormuz has revived supply-disruption fears, pushing Brent above USD 107 while global bond yields hit fresh cycle highs. Gold broke below USD 4,230 support and silver tumbled over 4% as…
OCBC revises its RBA call to a 25bp hike at the September 2026 meeting, lifting the cash rate to 4.60% from 4.35%, citing resilient labour demand (employment +39,500; hours worked +13.7mn) and high participation (67.1%). A single 25bp cut is now expected in…
MUFG argues the macro backdrop remains supportive of a stronger US dollar, with the dollar index near year-to-date highs and next resistance at the 24 June high of 101.80. Oil near USD110/bbl on stalled US-Iran talks keeps upward pressure on US yields;…
The dollar's recent rally faces downside risks as markets await US September jobs data, with October FOMC hike pricing at 16bp. ING expects a consensus 90k payrolls print with possible August revisions lower, keeping hike odds above 50% but unlikely to…
Commonwealth Bank's Regional Movers Index for the March 2026 quarter shows average regional home buyers are 33. Net internal migration growth hotspots span five states, led by Tasmania's Meander Valley with a 1028% rise, followed by South Australia's Loxton…
The State Street Floating Rate Fund returned 0.38% net in August, beating its benchmark by 0.01%. The RBA held the cash rate at 4.35% but kept a tightening bias. Stronger Q2 GDP and firm CPI prompted the fund to expect a September hike and another in…
Global rates rose and pulled New Zealand along. Strong US data and resurgent oil pushed US yields higher, lifting NZ rates and cutting the trade-weighted index 4% below the RBNZ's September MPS assumption. Markets price about a 75% chance of an OCR hike on 28…
Westpac expects the RBA to hike the cash rate 25bp to 4.60% at its September meeting, with a split vote likely amid disagreement over trend supply capacity. August CPI is forecast at 0.4%mth with upside risk, trimmed mean at 0.2%mth. Employment rose 39.5k but…
Scotiabank's Latam Weekly previews Chile GDP, Peru CPI and Colombia's BanRep decision, plus Mexican trade and Brazilian industrial production, ahead of Friday's US nonfarm payrolls. BanRep is likely to hold at 12.00%. Despite weak Chilean activity, the BCCh's…
Natixis expects euro area headline inflation at 3.55% yoy in September, up from 3.25% in August, with core at 2.55% from 2.40%. Rising energy prices are the primary driver: Brent near $102/bbl, up 51% yoy, is set to exert stronger upward pressure on headline.…
Natixis expects one more Fed hike in December and an elevated U.S. Treasury curve, keeping the Mexican peso under pressure. Banxico held its policy rate at 6.50% unanimously in September, stating it will not react mechanically to U.S. monetary policy but will…
ING expects the Reserve Bank of Australia to hike the cash rate 25bp to 4.6% on 29 September 2026, citing sticky trimmed mean inflation at 3.6% y/y, resilient labour demand (three-month average job creation of 34k, participation at a record 67.1%) and higher…
Risk sentiment improved briefly on reports of a phased US-Iran deal to reopen the Strait of Hormuz, but hurdles remain. Tightening bias broadened: Norway hiked, Sweden signalled a hike, BoE's Lombardelli and Breeden moved closer to a hike, and Fed's Paulson…
ING expects the RBA to raise rates 25bp, citing tight labour markets, upside Q2 GDP surprise and firm inflation; August CPI seen at 4.1% YoY. China's official manufacturing PMI is forecast at 50.1 and non-manufacturing at 49.2. Japan's services PPI seen at…