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OCBC's Daily Treasury Outlook covers market reactions to renewed US-Iran hostilities, which lifted oil prices and weighed on US equities, while global data showed India's strong GDP growth, China's PMI improving but still in contraction, and Japan's retail…
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…
OCBC Research notes a hawkish rate repricing causing bear flattening in credit markets, favoring quality high-yield (HY) over duration-heavy investment-grade (IG) bonds. Carry is preferred over spread compression due to tight valuations. Banks benefit from…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
State Street's Weekly Economic Perspectives highlights a hawkish Fed under Chair Warsh, with the bias towards higher rates, while acknowledging a close call for September. Canadian growth rebounded strongly in Q2, driven by consumption and fixed investment,…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…
OCBC Research's Daily Treasury Outlook for 31 August 2026 highlights a hawkish Fed stance, with increased probability of a September rate hike, and key economic data releases ahead, including US CPI and nonfarm payrolls. The report also covers regional…
OCBC Research's Weekly Research Views covers macro, geopolitical, and credit developments, highlighting a hawkish Fed, US-Iran conflict, and resilient Asia growth. Key forecasts include RBA hike, BNM hold, BoT normalization, BSP hikes, and Singapore/HK growth…
Westpac IQ's report 'Short duration nation' argues that Australia's financial system is structurally biased toward short-duration assets and floating-rate mortgages, unlike the US's 30-year fixed-rate mortgage model. This is due to tax incentives, APRA's…
RBC Economics expects the August employment report to show 16K jobs added with unemployment holding at 4.1%, viewing the payroll slowdown as a supply-side story rather than labor market weakness. They highlight retirements and low immigration as key drivers…
RBC Economics reports that Canada's real GDP rebounded strongly in Q2 2026, rising 3.3% annualized, driven by domestic demand and net trade, but expects growth to moderate in the second half due to temporary factors and U.S. tariffs, while the Bank of Canada…
Canada's Q2 2026 GDP grew 3.3% annualized, the fastest in the G7, with strong domestic demand and investment. The Bank of Canada is unlikely to cut rates given robust interest-sensitive sectors. Momentum persists into Q3, though inventory swings and trade…
Scotiabank Economics expects the Bank of Canada to hold rates at 2.25% this week but sees hikes starting in December, with two more next year, citing stronger growth and inflation risks. The US August nonfarm payrolls are forecast at +30k, and the report…
Scotiabank Economics' Latam Weekly report reviews upcoming key data from Latin America and G10 economies, highlighting Mexico's Q2-2026 GDP details, Peru's inflation and growth outlook, and Brazil's and Chile's GDP expectations. Trade risks persist for…
Markets are awaiting Fed Chair Warsh's speech at Jackson Hole, with uncertainty over whether he will provide near-term guidance or focus on broader themes. Canada's Q2 GDP is expected to show strong growth, potentially the fastest in the G7. Eurozone…
OCBC Research's daily credit snapshot highlights a strong US equity rally led by technology shares, with Nvidia results boosting AI sentiment. Oil prices rose on geopolitical tensions with Iran, and US jobless claims fell. Credit spreads tightened across US…
RBC Economics expects Canada's trade surplus to widen in July due to tariff front-loading, a smaller job gain in August, and the Bank of Canada to hold rates steady in September. Risks from further tariff escalation and high oil prices persist, but the…
Intesa Sanpaolo expects the dollar to consolidate in the near term but sees a structurally weaker dollar over the medium term, with the yen having the best appreciation potential among major currencies if BoJ normalization continues and yield differentials…