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Saxo Bank's Market Quick Take for September 3, 2026, highlights a rebound in shares and bonds as oil prices steadied. Key themes include cooling US job growth, persistent inflation concerns, a rebound in tech stocks, a strong yen rally, and steadying crude…
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…
Risk sentiment stabilized with US equities closing higher, while oil prices dipped despite geopolitical tensions. OCBC highlights continued Singapore growth momentum with upgraded MAS SPF forecasts, and notes softer US labor data with reduced Fed rate hike…
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 Bank of Canada held its policy rate at 2.25% but delivered a hawkish shift, removing language that the rate was appropriate and warning that upside risks to inflation have increased. This opens the door for rate hikes as early as October, with markets…
TD Economics reports that while Canada has made significant progress in reducing interprovincial labour mobility barriers through initiatives like the Red Seal program and the CFTA, about one-quarter of businesses still face hiring difficulties due to…
The Bank of Canada held its policy rate at 2.25% as expected. The statement highlighted elevated uncertainty from Middle East conflict and trade breakdown, while acknowledging stronger Q2 growth. It noted headline inflation around 3% but underlying pressures…
ING believes the dollar is poised to strengthen further due to a hawkish Federal Reserve under Chair Kevin Warsh, supported by rising energy prices. The Fed is expected to hike rates in September, which will likely overshadow fiscal concerns. Key levels and…
The Bank of Canada held the overnight rate at 2.25% for the seventh consecutive meeting in September 2026, balancing domestic recovery against elevated risks from US tariffs and higher energy prices. RBC expects rates to remain unchanged through 2026, with…
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…
Canada's merchandise trade surplus narrowed significantly to $769 million in July from a revised $4.2 billion in June, as exports fell 2.3% (led by lower precious metals and energy shipments) and imports rose 2.2% (record motor vehicle imports). The pullback…
The Bank of Canada held its policy rate at 2.25% but adopted a hawkish tone, removing language that the current rate is appropriate and warning of increased upside risks to inflation. This has led markets to price in 75-100 bps of hikes by mid-2027, with…
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…
RBC Economics reviews Canada's Budget 2025, highlighting large new spending, widening deficits, and slim buffers against fiscal anchors. The budget aims to catalyze $500 billion in private investment to spur growth, but lacks clarity on measurement and…
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…
RBC Economics expects Canada's housing market to recover gradually in 2026-2027, with national resales and prices declining in 2026 before growing in 2027, while regional differences and risks remain.