Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Natixis assesses Asian currencies using PPP and BEER models, finding JPY, KRW, IDR, INR undervalued and AUD overvalued. It highlights policy-driven misalignments and potential corrections.
Nomura discusses opportunities in a world reshaped by geopolitics, AI, and market shifts. Key themes include the geopolitical reversion to historical norms, investment opportunities in critical materials like rare earths amid supply disruptions, the evolution…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 ASIA WEEK AHEAD CHINA INDIA Asia week ahead: Key data on China, Taiwan, India, Japan, Korea Markets will focus on trade and inflation data from China…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 COMMODITIES DAILY The Commodities Feed: Oil maintains gains amid Persian Gulf escalation Oil prices are still holding most of their recent gains, but those could…
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,…
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…
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…
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…
Asia's economic growth continues to outpace other major regions, driven by AI-related investment, intra-regional trade, and supply chain diversification. India's strong domestic demand and export growth bolster the region. However, rising inflation pressures…
ING expects China's economic recovery to stall in H2 2026 with a widening K-shaped divergence, prompting a slight GDP forecast cut to 4.6% YoY. Policy response is likely incremental and targeted, with a possible 10bp rate cut before year-end. Inflation…
ING raises its energy price forecasts due to the ongoing US-Iran stalemate, expecting Brent to average $80/bbl in Q4 2026, up from $74/bbl previously. The report highlights acute diesel tightness from Persian Gulf and Russian supply disruptions, and…
Danske Bank's September 2026 Nordic Outlook highlights a resilient global economy despite higher energy prices from the Iran war, with AI-related investments providing a counterbalance. The euro area shows stronger-than-expected growth, prompting upward…
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…
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…
Standard Chartered highlights a K-shaped transition in China, recommending selective exposure to AI, power, and electrification themes in equities, while favoring China government bonds as portfolio diversifiers. The bank maintains an Overweight stance on…
ING argues that the eurozone's decades-old export-led growth model is eroding due to a fundamentally changed external environment: the energy crisis, rising Chinese competition, and politicized trade. The eurozone faces a choice between rebalancing toward…
OCBC Research maintains a positive stance on Singapore-listed palm oil plantation stocks, expecting elevated CPO prices. The report raises the 2026 CPO price forecast to MYR4,450/mt, sees upside risks, and names Bumitama Agri (BAL) as the preferred pick due…
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…