Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
BNP Paribas' weekly economic review highlights accelerating eurozone inflation leading to a likely ECB rate hike, robust US payrolls boosting Fed hike odds, hawkish BOJ signals firming the yen, and mixed global manufacturing with strong services in Europe.…
The energy shock is back, but its impact more idiosyncratic than before. A lot of energy is getting through Hormuz ‘dark’, and this lowers the importance of a deal to re-open the Strait. Less important ≠ not important, and a deal would…
Daniela Corsini Research Department 7 September 2026 Precious metals, US policies and the Hormuz Strait Document based on information available on 02 09 2026. See the Appendix for analyst certification and important disclosures. GDP, annual growth Impacts…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
OCBC's Daily Treasury Outlook for September 7, 2026, highlights a stronger-than-expected US jobs report that has elevated Fed rate hike expectations, with markets pricing around a 60% chance of a September hike. Treasury yields rose, and the S&P 500 fell…
Natixis introduces 'programmable sovereignty' and 'coordinated specialisation' as responses to the N-2 problem in AI, where only the US and China achieve full-stack sovereignty. The report argues that N-2 states should pool governance and hard-stack…
North Asian currencies, led by the Korean won, have strengthened significantly, though USD/KRW may struggle to sustain sub-1350 levels. The Chinese yuan continues a steady appreciation, while the Indonesian rupiah and Philippine peso face depreciation risks.…
OCBC's weekly macro views highlight escalating US-Iran tensions impacting oil markets, a strong US jobs report limiting USD downside, and several Asia-Pacific macro developments including Singapore's upward GDP revisions from the MAS SPF, resilient Australian…
UBS CIO expects 30-year US Treasury yields to stabilize around current levels after reaching multi-decade highs, driven by Fed uncertainty, AI-related debt issuance, fiscal pressures, and price-sensitive buyers. They maintain a preference for…
Westpac expects the RBNZ to keep the OCR unchanged in October before hiking by 25bp in December, with the OCR peaking at 3.28% by end-2029 and reaching 4% by September 2027. Inflation remains elevated, and the NZD is seen consolidating with a year-end target…
Scotiabank Economics maintains its June forecast with Canada's growth expected at 0.9% in 2026 and 2.2% in 2027, while the Bank of Canada is likely to raise rates twice late this year. The US GDP growth forecast is 2.0% for 2026 and 1.9% for 2027, with the…
Scotiabank Economics expects the upcoming week to feature escalation risks in the Canada-US tariff war, with Canada imposing retaliatory tariffs on C$28 billion of US imports, while Canada pivots toward attracting C$1 trillion in investments over five years.…
J.P. Morgan assesses the structural threats to U.S. dollar dominance, concluding that de-dollarization is limited so far, but geopolitical shifts and diversification into gold and other currencies could accelerate a move toward a multipolar monetary system.
In August 2026, global equities advanced, led by technology stocks amid strong earnings and AI investment, while bond markets faced rising yields and hawkish central bank signals. Commodities gained on agriculture and geopolitical concerns, with gold…
In August 2026, global equities rose, driven by strong tech earnings and AI investments, while bond yields increased on hawkish central bank signals. Commodities gained, led by agriculture, with gold supported by dollar weakness. The month ended with caution…
The Sep 4 2026 Daily Credit Snapshot from OCBC Research reviews resilient US services data, rising jobless claims, and the quiet credit market. It highlights persistent services-sector price pressure, challenges in the employment outlook, and the negligible…
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…
European car stocks appear cheap, but this reflects concerns about future margins amid intensifying competition from Chinese carmakers. Volkswagen's restructuring underscores the industry's challenge of balancing cost cuts with heavy investment in future…
China is expanding manufacturing investment in Egypt's Suez Canal Economic Zone despite reduced canal traffic, using the location to bypass chokepoints and tariffs while gaining preferential market access to Europe and Africa.