Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The global economy shows resilience despite geopolitical uncertainty and rising energy prices. The Fed is expected to cut rates in December, while the ECB may hike precautionarily. Swedish GDP growth is revised up to 2.7% in 2026. The Riksbank is expected to…
The Bank of Canada held its policy rate at 2.25% but adopted a hawkish tone, removing language that the current rate is appropriate and warning of increased upside risks to inflation. This has led markets to price in 75-100 bps of hikes by mid-2027, with…
Important disclosures and certifications are contained from page 9 of this report. https://research.danskebank.com Macro Research • Economic activity has proved more resilient than expected over the summer despite negative supply shocks from higher energy…
Natixis expects the August US Employment Situation Report to show nonfarm payroll gains of only 25k, below the consensus of 55k, with the unemployment rate rising slightly to 4.2% due to higher prime-age labor force participation. The report indicates…
Natixis reports that Hong Kong's re-export trade is being rewired: it plays a smaller role in distributing Chinese-made goods but a larger role in sourcing foreign goods for China and intermediating trade between overseas markets. This shift is driven by tech…
Intesa Sanpaolo expects structurally high real EUR swap rates in 2027, with the 10-year real rate gradually declining to 0.99% by December 2027. The 10-year EUR inflation swap is seen stabilising around 2.2% in late 2026 and falling below 2% by end-2027. The…
FX options markets signalled renewed dollar strength after Fed Chair Warsh's hawkish speech, raising the probability of a September rate hike. However, dollar gains may be temporary if the Fed holds rates, and yen could recover if the BoJ hikes.
MUFG's Asia FX report warns that regional currencies face headwinds from rising US Treasury yields and higher oil prices, driven by a hawkish Fed repricing and geopolitical tensions. The report highlights increased odds of a September Fed rate hike, a surge…
MUFG notes the yen strengthened overnight as hawkish Bank of Japan comments, including from Governor Ueda, boosted expectations for a rate hike at the upcoming September meeting. However, the yen rally has been limited by surging energy prices due to…
Société Générale argues that equity markets are reopening for issuers and investors, but only for those who are prepared, emphasizing the need for strategic readiness in capital raising.
Société Générale advocates for a new industrial strategy driven by geopolitical tensions and AI demand, emphasizing resilience and strategic autonomy in supply chains and technology.
Société Générale explores how institutional finance can scale Purpose-Built Student Accommodation (PBSA) in France, highlighting the role of advisory and financing services.
Société Générale outlines a new macro regime characterized by elevated geopolitical risks, persistent inflation, and potential fiscal expansion, recommending a shift from passive to active asset allocation with a preference for index-linked bonds and a…
Société Générale reframes the global investment case for Chinese electric vehicle (EV) makers, emphasizing their cost competitiveness, technological leadership, and expanding international footprint despite tariff and geopolitical headwinds. The report…
Important disclosures and certifications are contained from page 8 of this report. https://research.danskebank.com Macro Research August inflation is expected to show core inflation at 0.74% year -on -year, CPIF at 1 .00 % and CPI at 0.59%. All tax cuts and…
Société Générale assesses that US verbal pressure to lower oil prices is increasingly insufficient as the Iran conflict persists, with prices likely to remain elevated and potentially rise further if supply disruptions materialize.
Natixis analyzes the proposals from French far-left parties to cancel or restructure France's public debt held by the Eurosystem/Bank of France. The report argues that such proposals are legally, institutionally, and financially problematic, likely to…
In August 2026, Euro area headline inflation rose to 3.26% y/y, above Natixis's estimate of 3.20%, while core inflation fell to 2.41% y/y, below the forecast of 2.50%. Energy price growth accelerated significantly, offsetting easing services inflation.…
Headline eurozone inflation rose to 3.3% in August, the highest since the start of the Middle East war, driven by energy prices, while core inflation fell back to 2.4%, indicating limited pass-through. The ECB may hike in September, but the benign core rate…
The article is a summary of the SOCIETE GENERALE Eurofinance 2026 conference, with a focus on oil prices pressure from Iran conflict and Trump's limited verbal influence, plus some expert views and events.