Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
MUFG's Asia FX Weekly report highlights key catalysts for Asian currencies, including China's mixed economic data, US CPI ahead of the FOMC, and expectations for gradual CNY appreciation. The report also covers various Asian currencies such as KRW, INR, VND,…
MUFG reports a sharp yen appreciation from 160 to 155.30, driven by market expectations of a potential BOJ jumbo rate hike and dovish Fed comments, while highlighting India's FX inflows and rate outlook.
The article discusses how dovish comments from the Fed's Waller provided a temporary relief in rates markets, but a strong ISM services report reverted some of the decline. Markets remain data-sensitive, and the upcoming US payrolls and CPI will determine…
Natixis notes that Fed Governor Waller's September vote will depend on next week's CPI data, reducing hike odds to 52%; expects August jobs data to disappoint. Rates strategy is neutral directionally but more confident in 2s10s steepeners. In LatAm, Brazil's…
Natixis expects the ECB to hike all three key rates by 25bp at the September 10 meeting, bringing the deposit facility to 2.50%, and then hold rates steady through end-2027, conditional on easing Middle East tensions and no second-round inflation effects. The…
The report discusses how US yield curve dynamics are increasingly driving dollar moves, with a flatter curve being dollar-positive and a steeper curve dollar-negative. ING revises its forecasts to a stronger dollar into year-end due to Fed hawkishness, delays…
Scotiabank Economics' September 3, 2026 Daily Points report highlights rising oil prices due to US-Iran conflict, expectations for US and Canadian jobs reports, a mild hawkish hold by Bank Negara Malaysia, and Swiss franc strength on better GDP and CPI data.…
Schroders' fixed income commentary for August 2026 highlights a fractured global rates cycle, with the RBA edging toward a hike despite slowing growth, the Fed's new Chair avoiding forward guidance, and the BOJ signaling tightening. The fund maintains a…
The eurozone economy remains resilient despite the energy shock, with moderate growth expected. The ECB is likely to raise rates in September, and further hikes are possible. Risks include inflationary pressures and French fiscal concerns.
ING Think's report analyzes how Germany's three September state elections, despite covering only ~8% of the electorate, could shape federal reform prospects through indirect political signals. It identifies four triggers: the costly firewall against the AfD,…
MUFG's Middle East Daily report covers oil prices stabilizing despite geopolitical risks, gold rebounding on eased inflation fears, and strong performance in Gulf non-oil sectors, alongside credit market dynamics and Saudi Arabia's return to international…
ING expects the Federal Reserve to hike rates on 16 September, with the ECB also set to raise rates in September as an 'insurance' move; the Bank of England likely to hold with rate cuts in 2027, and the Bank of Japan to hike by 25bp to 1.25% in September…
Danske Bank's September 2026 Nordic Outlook highlights a resilient global economy despite higher energy prices from the Iran war, with AI-related investments providing a counterbalance. The euro area shows stronger-than-expected growth, prompting upward…
Danske Bank maintains a constructive global growth view despite energy-driven headwinds, expecting AI investment to support activity for at least a year. Central bank paths diverge: ECB keeps rates at 2.50% through 2027, Fed hikes twice; FX and bond forecasts…
ING believes global long-end bond yields are under persistent upward pressure despite appearing fair in absolute terms. Key drivers include a slow Bank of Japan pushing 30-year JGB yields to 4.2%, US fiscal deficits with the 10-year Treasury yield near 5%,…
ING's September 2026 report highlights that despite a series of shocks, the global economy has remained resilient. Key adjustments include higher oil and gas forecasts, a 4.90% US 10-year yield forecast, expectations of a September Fed rate hike, a final…
ING's debt sustainability dashboard assesses fiscal health across developed markets amid rising bond yields, highlighting that high debt ratios alone are misleading. Key findings include the US, UK, and France needing austerity to stabilize debt, while…
The global economy has remained resilient despite numerous shocks this summer, but a new risk has emerged from the bond market sell-off. ING believes that while higher policy rates are cyclical, high government debt is structural. Key forecasts include…
Natixis analyzes the digital euro's impact on European banks, seeing it as a sovereignty project with contained financial risks but significant strategic challenges. The ECB's holding limits and other safeguards limit deposit outflows, thus preserving bank…
Schroders raises equity exposure, particularly in US equities and technology, following a July selloff, while cutting duration and maintaining a cautious stance on credit. The fund increased its equity weight from 35% to 37.4% delta-adjusted, added 1% to both…