Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
J.P. Morgan has revised its 2026 silver price forecast downward to a yearly average of $70/oz from $84/oz, citing a normalization of physical market tightness, softening industrial demand (particularly from solar), and expected Fed rate hikes. The bank sees…
Standard Chartered's Q3 2026 review highlights significant regulatory and market developments that are expanding the offshore RMB ecosystem. Key measures include QFI access to CGB futures, the launch of HKEX CGB futures, expanded HKMA RMB liquidity facility,…
The report highlights that US equities slipped amid pre-CPI caution and the Strait of Hormuz impasse, with small-business surveys showing a tight labor market but no renewed inflationary pressure. The RBA held rates but maintained a hawkish tone, while…
China's central bank accelerated gold purchases in July, adding 640,000 ounces, marking the 21st consecutive month of buying. This reflects a strategic diversification of reserves amid price weakness. Other key insights include softer July inflation data,…
OCBC Research's Daily Treasury Outlook for 11 August 2026 highlights that geopolitical tensions in the Middle East, particularly around the Strait of Hormuz, have driven Brent crude up 5% to $87.72/bbl, reviving inflation concerns ahead of the US CPI release.…
Schroders' July commentary highlights the re-closure of the Strait of Hormuz and its impact on oil prices, creating a stagflationary trade-off for central banks. They maintain modest front-end duration (1-2 years), favoring Australia, Europe, and UK short-end…
In July, global equities were flat to slightly higher as markets rotated from high-growth AI/tech names into value sectors like energy and financials. Commodities surged on Middle East tensions, with Brent oil briefly above $100. Bond yields rose on inflation…
OCBC Research's Daily Treasury Outlook for August 6, 2026, notes a mixed US macro picture with stronger ISM services but weak ADP jobs, while gold surged to record highs near $4,247 on lower real yields. Equities diverged with Dow rising and Nasdaq falling.…
Wellington Management maintains a moderately constructive but selective risk posture for insurers, favoring securitized credit (especially senior CLOs), selective investment-grade corporates, agency MBS, and high-quality taxable municipals. They are neutral…
US equities rallied to record highs on strong earnings and hopes of a Strait of Hormuz reopening, while oil prices fell over 5%. Treasury yields declined, and futures price in about 15bps of Fed tightening by September. CoreWeave expands into Indonesia;…
OCBC Research's August 3, 2026 report highlights that China's weak July PMI data—manufacturing at 49.2 and services at 49.3—reinforces the case for more policy support, though the focus remains on implementation rather than acceleration. Hong Kong's economy…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 3 August 2026 Research Monitor (August) Key Themes 1. July reinforced that markets are being driven less by growth optimism than by policy uncertainty and…
OCBC Research's Daily Treasury Outlook highlights a mixed global risk tone with hopes of a US-Iran deal, a rebound in US equities despite Fed uncertainty, rising long-end Treasury yields, and diverging regional economic data across Asia. Key forecasts include…
This interview originally took place at Bloomberg Invest Hong Kong 2026 on June 10, 2026. At Bloomberg Invest Hong Kong, Apollo Partner and Head of Asia Pacific Eiji Ueda highlighted the paradigm shift cutting across Asia Pacific economies: the compounding…
Pictet highlights Asia's energy crisis following the Iran war, emphasizing the region's vulnerability due to heavy reliance on Strait of Hormuz oil. The report argues this shock will accelerate the clean energy transition, with China emerging as a major…
Global growth is set to hold steady in 2026 amidst elevated risks. How will key shifts shape growth drivers? Eric Robertsen Global Head of Research, Chief Strategist This article was originally published in The Business Times. Global growth had defied…
While we expect global economic growth to slow from 3.5 per cent in 2022 to 2.7 per cent in 2023, we see some significant cross-currents emerging beneath the surface of this broader slowdown. They will continue to rock the economic boat and…