Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
ABN AMRO raises its 2026 Dutch house price forecast to 3.8% from 3%, but cuts 2027 to 2.5% from 4% as two more ECB rate hikes lift mortgage rates. Transactions forecasts shift to -0.5% for 2026 and -5.5% for 2027. Cooling is led by Amsterdam, while rural…
US 10-year Treasury yields closed at 5.2849% after softer August PCE (headline 3.4% y-o-y vs 3.7% consensus; core steady at 3.0%) initially lifted risk appetite, but the move reversed on resilient growth: 2Q GDP revised to 2.2% and ADP payrolls at 90k.…
The report estimates September nonfarm payrolls at 60k, below the 90k consensus and the prior 162k. It expects unemployment to edge up to 4.2% on higher prime-age participation, with average hourly earnings around 0.3% m/m. Unless CPI on October 14 is broadly…
The US dollar remains resilient above 101 on the DXY, supported by elevated US yields despite softer PCE inflation (headline 3.4% y/y). Markets price a December Fed hike. USD/IDR hit resistance at 18,000 and pulled back, but MUFG stays cautious on IDR and…
The US dollar extended its rally, pushing the dollar index toward June's year-to-date high of 101.80, even after August core PCE inflation slowed to 3.0% year-on-year versus 3.3% expected, with downward revisions trimming 36bps. The three-month annualized…
MUFG's October 2026 FX outlook sees a US dollar-led world: DXY closed September up 2.0% after the Fed hiked to 3.75-4.00%, with 10-year UST yields up 53bps. Six G10 central banks hiked, and the unresolved Strait of Hormuz closure keeps energy prices elevated.…
MUFG forecasts Asian currencies to post a modest aggregate appreciation in Q4 2026, with performance highly differentiated across pairs. The quarterly outlook sees continued US dollar and energy headwinds, while Asian growth remains resilient, led by…
The report argues that Middle East escalation and higher energy prices are pushing central banks to tighten further, while governments delay fiscal consolidation despite unsustainable public finances. Global growth has held up on AI investment, exports and…
Euro area September headline HICP surprised to the upside; MUFG raises its tracking estimate to 3.8%, the highest since September 2023 versus 3.2% in August. German HICP rose to 3.3%, French HICP to 3.4%, and Italian HICP jumped to 4.1%. MUFG maintains the…
Real Czech GDP rose 0.3% QoQ and 1.8% YoY in 2Q26, both revised 0.1ppt lower on inventories. Household real income grew 0.7% QoQ and 3.1% YoY, savings rate 19.9%, investment rate +10.9%. Corporate profit rate fell 0.5ppt QoQ to 42.4% and 1.8ppt YoY; wage…
Interest rates have risen across developed markets, but credit fundamentals remain resilient: strong earnings, healthy bank capital and liquidity have kept credit anchored. US high-yield revenue rose over 10% and operating profit over 14% year over year,…
German headline inflation rose to 3.3% YoY in September 2026, near a three-year high, driven mostly by energy prices. Core inflation stayed at 2.4% and services inflation eased to 2.7%, suggesting limited knock-on effects. ING expects headline inflation to…
Italian headline inflation rose to 4.2% year-on-year in September from 3.3% in August, above expectations, driven almost entirely by energy (22.3%) and unprocessed food (5.5%). Core inflation excluding energy and fresh food rose only to 1.7%, and services to…
Major central banks now reference broader financial conditions when setting policy. Using the Fed's FCI-G, PIMCO estimates conditions were about 50 bps too easy at end-2Q, implying a 70-bp rise in the 10-year Treasury yield, a 9% equity decline, or a 4%…
Istat's September 2026 surveys show Italian household and business confidence weakening, with consumer morale at 91.2 and the IESI at 95.9, dragged by construction, services and retail. Manufacturing was the exception, rising for a fifth month to 91.9 on…
Poland's flash CPI accelerated to 4.0% YoY in September from 3.4% in August, mainly due to a 9.2% MoM surge in fuel prices after the standard 23% VAT rate was reinstated. Core inflation eased to 3.0-3.1% YoY, suggesting limited broad price pressures. A…
French inflation surprised sharply to the upside in September 2026, with CPI at 3.0% and HICP at 3.4% year-on-year, driven mainly by a 21.2% energy price surge. ING expects headline inflation to stay above 3% through 2026 before gradually declining in 2027,…
German unemployment fell by 67,000 in September 2026, pushing the total just below 3 million for the first time since June, with the seasonally adjusted rate down to 6.4% from 6.5%. The report describes a pause, not a reversal, in labour market weakness:…
US job openings fell to a five-month low of 7.08 million and September consumer confidence slumped to 81.9, its weakest in over 12 years, yet NY Fed President Williams said there is "no urgency" for an imminent follow-up hike. Short-end Treasury yields and…
The dollar remains supported by rising back-end yields, even after soft US consumer confidence (81.9) and JOLTS openings (7,079k) cut October FOMC hike pricing to 12bp. EUR/USD slid to 1.1310-20 before trading near 1.1350; further weakness toward 1.10 is…