Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Intesa Sanpaolo forecasts total 2026 euro area government gross issuance of EUR 1,493bn, up from EUR 1,330bn in 2025, with net issuance of EUR 576bn and EUR 693bn including EFSF/ESM/EU. The largest issuers are Germany (EUR 354bn), Italy (EUR 359.5bn), France…
Intesa Sanpaolo forecasts Italy's 2026 gross government debt issuance at EUR 543bn and net issuance at EUR 98bn, with total redemptions of EUR 445bn. The front-loaded issuance pattern, particularly in BTPs, aims to refinance maturing debt while managing the…
The MUFG report highlights a widening growth divergence between Germany and France in the euro area, with Germany's economy showing resilience and upward revisions while France stagnates amid political uncertainty. The ECB is expected to hike rates by 25bp to…
ING argues that Fed Chair Kevin Warsh's hawkish inflation narrative, based on the distribution of price increases, is misleading. The analysis highlights that the concerning chart is driven by goods prices, largely due to tariffs, which are now reversing. It…
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
Danske Bank raises its 2026 US GDP forecast to 2.1% and keeps 2027 at 1.8%, while trimming inflation forecasts. It expects two Fed rate hikes in December and March, supporting a stronger USD and EUR/USD moving lower to 1.12 over 12 months.
Danske Bank provides a dense calendar of key economic data releases for 7-11 September 2026, including forecasts for US CPI, PPI, ECB policy, and various regional indicators. The calendar highlights a likely ECB rate cut, stable US inflation prints, and…
Intesa Sanpaolo's calendar preview for the week of September 7-11, 2026, highlights key economic data releases and events, including a forecast for the ECB to raise its deposit rate by 25 basis points to 2.50%.
European car stocks appear cheap, but this reflects concerns about future margins amid intensifying competition from Chinese carmakers. Volkswagen's restructuring underscores the industry's challenge of balancing cost cuts with heavy investment in future…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 CZECH REPUBLIC HUNGARY CEE & CCA week ahead: Central bank decisions and inflation data in focus Poland and Turkey will announce monetary policy decisions next week,…
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.
Saxo Bank warns that Europe enters winter 2026/27 with the thinnest gas storage buffer in 15 years (EU ~66% full, Germany just above 50%), compounded by Qatari LNG disruptions that have removed ~20% of global LNG supply. The bank identifies the combination of…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 FX FX Daily: 50/50 Fed call keeps risk assets in demand Some surprisingly dovish remarks from the Fed s Christopher Waller yesterday sent US yields and…
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
The article provides OCBC's daily treasury outlook, focusing on US market movements, upcoming labor data, and regional developments. US equities rebounded on strong services data and dovish Fed comments, while oil prices held near highs. The report…
Scotiabank Economics expects central banks in Chile and Peru to hold policy rates steady, with regional inflation prints and U.S. CPI in focus. Chile's inflation is seen reaccelerating but growth is weak, while Peru's inflation is above target but driven by…
MUFG notes that USD/JPY selling has accelerated amid shifting momentum, with expectations of faster BoJ hikes and potential GPIF allocation changes supporting a more sustained yen recovery. The bank recommends a new short EUR/JPY trade and has closed its long…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
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…