Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
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…
BNP Paribas' EcoWeek report provides a market overview as of September 7, 2026, highlighting divergent trends across asset classes. Equities show resilience with the S&P 500 up 12.8% YTD, while European indices lag. Oil has surged 58.3% YTD, contrasting with…
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…
MUFG's Asia FX Talk notes the dollar's firmness after stronger US August jobs data, with markets pricing a 60%+ chance of a September Fed hike. However, doubts persist on sustained dollar gains amid political pressure. Regional FX resilience may be tested,…
MUFG's FX Daily Snapshot for September 7, 2026, analyzes the US dollar's strength following a stronger-than-expected August nonfarm payrolls report, which has lifted the dollar index to near its 200-day moving average. The report highlights that the upcoming…
1 Fixed Income Commentary - Japan Economic & Financial Weekly September 7, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly 】 Outlook for 10-year JGB yield’s test of 3% level (original Japanese report issued on…
European Macro │07 September 2026 FX Daily Snapshot ECB Preview: Moving to the next phase 07 September 2026 • The ECB is set to raise the deposit rate to 2.50% this week, taking policy to the upper end of its estimated neutral…
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…
Westpac's latest Australia & NZ Weekly report discusses the Q2 2026 national accounts, which were seen as an 'inkblot test' with hawkish and dovish interpretations. Westpac expects the RBNZ to pause in October and hike in December, with a peak of 4.00% by…
TD Economics' September 11, 2026 weekly review describes a market backdrop dominated by a deepening global bond selloff and a renewed energy shock. WTI crude briefly breached $100/bbl for the first time in four months amid periodic U.S.-Iran tensions over the…
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…
Intesa Sanpaolo's Forex Flash highlights a high-volatility FX environment driven by divergent central bank policies, with the Japanese yen outperforming as the BOJ is set to hike while the Fed may hold. The dollar is under short-term pressure, the euro is…
Intesa Sanpaolo forecasts Spain's 2026 government gross issuance at EUR 289 Bn and net issuance at EUR 59 Bn, with total redemptions of EUR 230 Bn. Bonos & Obligaciones account for EUR 165 Bn of gross issuance, Letras EUR 116 Bn, and Bonos-ei EUR 8 Bn. The…
Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
Commerzbank expects the ECB to raise its deposit rate by 25 basis points at the September 2026 meeting, bringing it to 2.50%, following clear signals from Governing Council members and full market pricing. The report likely discusses the extent of future rate…
TD Economics notes a complicated outlook for Canada and nervous bond markets in the US, with the BoC holding at 2.25% but signaling hawkish risks from oil, while the Fed faces a close call on September rates amid strong data and rising yields.