Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
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…
Macquarie Asset Management (MAM), through a joint venture with PAHI, developed a new commercial passenger terminal at Montreal's YHU airport to address capacity constraints at YUL. The terminal launched in June 2026 with 11 routes, supporting up to 4 million…
RBC Economics reports that Canadian home resales surged 5.9% m/m in February 2020 to 546k annualized units, the strongest in over two years, but the COVID-19 pandemic is expected to cause a sharp but temporary decline in activity, with home prices likely to…
RBC Economics maintains its base case for Canada's near-term growth despite new U.S. tariffs, but sees risks tilted to the downside due to potential trade escalation. Tariffs affect a small share of the economy, and fiscal support helps. The Bank of Canada is…
RBC Economics expects Canadian grocery inflation to persist at a pace above overall inflation in the near term, driven by high meat prices, a weak Canadian dollar, and sticky supply chain costs, before moderating closer to headline inflation next year. Key…
OCBC Research's daily treasury outlook for 26 August 2026 highlights a rebound in US equities supported by falling Treasury yields and lower oil prices, amid ongoing trade tensions and geopolitical risks. Key data points include weaker US new-home sales and…
ING argues that lower energy prices support risk assets and a benign dollar decline, validated by a drop in longer-dated Treasury yields. The report highlights key events (US PCE, Nvidia earnings, Jackson Hole) and maintains bullish stances on EUR/USD and…
ING expects the Canadian dollar to underperform most G10 currencies in the coming months due to escalating US-Canada trade tensions and dovish Bank of Canada repricing. While USD/CAD has near-term upside to the 1.3920-1.3950 area, a bearish USD view due to…
OCBC's Daily Treasury Outlook highlights mixed global markets amid US sanctions on Iran and new tariffs, with tech-led equity declines and a stronger dollar. Gold rallies above $4,680/oz, while Brent settles near $92/bbl. The PBOC's liquidity operations…
The dollar starts the week firm, supported by the bond market, but faces downside risks from escalating US-Canada trade tensions and potential US-China trade conflict. EUR/USD is likely to stabilize rather than rally above 1.170, with fair value just below…
The report explains the importance of productivity for living standards, noting Australia's productivity slowdown, measurement challenges in services, and policy levers such as investment, technology, and skills. It highlights CBA economists' views on…
OCBC's Daily Treasury Outlook highlights a tense market environment with rising UST yields, geopolitical risks, and mixed economic data. The report covers key central bank meetings, inflation data, and corporate earnings, providing insights on FX, rates, and…
The U.S. has imposed 50% tariffs on about 5% of Canadian exports, prompting Canada to plan dollar-for-dollar counter-tariffs starting September 8. These measures could reduce Canadian GDP growth by 0.4-0.7 percentage points over the next year, with inflation…
Scotiabank Economics assesses the collapse of Canada-US trade talks, noting muted market reactions, modest macro impact, and risks in both directions.
RBC Economics assesses the new U.S. Section 338 tariffs on a subset of Canadian exports, noting the limited macro impact but significant sectoral and regional effects, while highlighting heightened uncertainty and implications for BoC policy and CUSMA…
Scotiabank Economics' Latam Weekly report highlights Mexican and Brazilian CPI data, USMCA developments, Chile's technical recession, and strong Mexican exports. Key views include potential US tariff reductions on autos, Chile's sub-1% GDP growth for 2026,…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…
RBC Economics expects July PCE inflation to remain elevated with core PCE at 0.2% m/m and 3.3% y/y, and headline at 0.1% m/m and 3.6% y/y. Consumer spending is slowing, with the saving rate at a concerning 2.7% and rising non-mortgage interest burdens. The…
RBC Economics expects Canada's Q2 GDP to confirm a strong rebound, with growth above 3% annualized, driven by net trade, consumer spending, and investment, though momentum is expected to moderate in H2 2026 due to tariffs and population decline.
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…