Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
TD Economics notes a complicated outlook for Canada and nervous bond markets in the US, with the BoC holding at 2.25% but signaling hawkish risks from oil, while the Fed faces a close call on September rates amid strong data and rising yields.
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.…
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…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
Scotiabank Economics expects central banks in Chile and Peru to hold policy rates steady, with regional inflation prints and U.S. CPI in focus. Chile's inflation is seen reaccelerating but growth is weak, while Peru's inflation is above target but driven by…
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.
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…
Scotiabank Economics reports that Canadian exports fell 2.3% in July 2026, ending five consecutive monthly gains, largely due to volatile gold and oil prices which have since rebounded. Exports to the US declined 6.6% m/m but rose 11% y/y, while the share of…
• Exports dip after five consecutive monthly increases (chart 1). The value of Canadian exports fell by 2.3% in July, with declines in seven of the 11 exports categories. However, the volatile gold and oil categories drove the monthly decline, in part…
BMO Capital Markets asserts that agriculture is increasingly exposed to energy market volatility in addition to weather risks, with rising input costs compressing margins and prompting strategic shifts in farm operations. The report highlights a transmission…
Natixis expects the ECB to hike all three key rates by 25bp at the September 10 meeting, bringing the deposit facility to 2.50%, and then hold rates steady through end-2027, conditional on easing Middle East tensions and no second-round inflation effects. The…
RBC Economics notes that Canada's August labour market report shows a partial reversal of earlier gains, with the unemployment rate holding at 6.4% and hours worked rising strongly, suggesting continued improvement despite impending U.S. tariff impacts. The…
Scotiabank Economics' September 3, 2026 Daily Points report highlights rising oil prices due to US-Iran conflict, expectations for US and Canadian jobs reports, a mild hawkish hold by Bank Negara Malaysia, and Swiss franc strength on better GDP and CPI data.…
Natixis analyzes the digital euro's impact on European banks, seeing it as a sovereignty project with contained financial risks but significant strategic challenges. The ECB's holding limits and other safeguards limit deposit outflows, thus preserving bank…
OCBC Research's Daily Credit Snapshot reports stabilizing risk sentiment with US equities up, oil prices down despite Middle East tensions, and mixed US labor data. Credit spreads showed slight widening in investment grade and tightening in high yield. The…
Natixis outlines that Germany's September 2026 regional elections in Saxony-Anhalt, Berlin, and Mecklenburg-Western Pomerania could see the far-right AfD make historic gains, possibly leading a state government for the first time. While such an outcome would…
ING maintains a bullish medium-term view on the US dollar, citing higher front-end rates and rising energy prices, with near-term upside risks remaining. The report notes intervention fears in USD/JPY after a sharp yen move, hawkish expectations for the ECB…