Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The US is pursuing a government-led mine-to-magnet strategy combining domestic production, friend-shoring with Australia and Brazil, and recycling to reduce reliance on China's rare earth supply chain. Federal support now includes purchase agreements, price…
Natixis' Q2 2026 EV quarterly reports China EV exports surged more than 120% in H1 2026 while domestic car sales fell over 20% YoY, lifting EVs above 45% of China's car exports. NEV penetration reached 27% globally in Q2 2026, up from 26% in Q1, though NEV…
A weak US September payrolls print of 29k cooled October Fed hike odds to 20%, lifting the Nasdaq 100 to a record close. The euro fell to a new cycle low of 1.1161 against the dollar, pressured by French fiscal turmoil and widening OAT-Bund spreads, which…
US headline PCE inflation held at 3.4% YoY and core at 3.0% in August, still above the Fed's 2% goal, with energy rebounding 2.3% MoM and goods inflation rising to 3.6% from 3.3%. Pay growth slowed to 0.1% MoM and 3.0% YoY, signaling labor slack. Australia's…
A Societe Generale expert-view note frames China as the pivot of a "Great Automotive Transition," presented as a conversation with Guido Van Hauwermeiren, Vice Chairman, Automotive & Mobility. The supplied text provides no forecasts, targets or figures; it…
US September nonfarm payrolls rose just 29k versus ~90k expected, with August revised down to 133,000; unemployment edged up to 4.2% and average hourly earnings rose only 0.1% MoM (3.0% YoY). The S&P 500 gained 0.73% on Friday, led by tech, while the 10-year…
USD/JPY opened September at 159.77 and traded both sides of 157 as the BOJ hiked to 1.25% and the Fed raised 25bp. Washington now treats yen undervaluation as a leader-level issue, and a move above 160 would likely trigger stronger warnings and possible…
New Zealand's recovery is uneven but resilient, with filled jobs up 0.9% in the year to August and agriculture driving regional growth. Inflation pressures persist in rate-insensitive sectors; annual CPI hit 4.1% in June and fuel costs are rising again.…
Westpac reads the RBA's September 2026 unanimous 25bp hike to 4.60% as opening the door to a follow-up move in November, absent a lasting resolution of the Middle East conflict or another event that significantly lowers Australia's energy cost outlook. The…
J.P. Morgan analysts assess the economic impact of the Iran conflict on oil, gold, aluminum, and global growth following the June 2026 ceasefire and partial Strait of Hormuz reopening. Brent crude spiked above $100/bbl, then fell to $71.57 before rebounding…
The global FX market is being reshaped by the worst bond sell-off in decades. The 10-year UST yield reached 5.34%, a 24-year high, after its sharpest quarterly rise in 32 years. This lifted the dollar, with EUR/USD at 1.1259 after touching 1.1215, its lowest…
US nonfarm payrolls rose only 29k in September versus 90k expected, while the unemployment rate ticked up to 4.2% and participation rose to 61.8%. Natixis reads a stable but not inflationary labor market, with wage growth of just 13bps m/m, reducing urgency…
Natixis reports September US nonfarm payrolls rose just 29k, below the 90k expectation and August's revised 133k, pulling the three-month average to 51k. Unemployment edged up to 4.2% as participation improved, and average hourly earnings rose only 0.1% m/m…
Natixis LATAM Macro Insights, based on late-September meetings with two Banxico board members, reports that at its September 24 meeting Banxico kept its policy rate at 6.50% and signaled it would not respond mechanically to Federal Reserve actions amid rising…
Eurostat's flash estimate put euro area headline HICP at 3.8% yoy in September, above Natixis's 3.5% forecast and up from 3.2% in August. Core inflation matched the 2.5% forecast, rising from 2.4%. Energy contributed the most at 1.70pp (18.82% yoy),…
Natixis finds that extensive Chinese policy support has lowered financing costs but failed to reignite demand, confidence or profitable investment. Corporate health remained below pre-pandemic levels through H1 2026, though mild stabilization emerged. The…
Natixis argues China has no incentive to join any coordinated AI slowdown. US systems' share of OpenRouter tokens fell from about 70% a year ago to near 30%, so a pause would freeze a hierarchy Beijing rejects. China's cheaper power and easier grid…
The RBI is widely expected to begin tightening with a 25bp hike to 5.5%, as rising oil and food prices push CPI above target. Philippine inflation is seen rising to 6.8% YoY on fuel and El Niño food pressures. Japan's data point to weak consumption and a…
Westpac's Cliff Notes flags a 25bp RBA hike to 4.60%, with a follow-up in November viewed as likely if Middle East conflict does not resolve. Underlying CPI rose 0.2% m/m (3.4% y/y). US PCE eased but core stays at 3.0% y/y; Japan's Tankan supports a possible…
The RBI's October 7 decision is finely balanced, with consensus for a 25bp hike to 5.50% but split expectations; MUFG forecasts 50bp of hikes this cycle and sees a risk of 75bp given strong growth, abundant liquidity, firming credit, supportive fiscal policy,…