Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Amundi expects France's GDP to grow modestly at 0.6% in 2026 and around 1.0% in 2027, with inflation easing to 1.7% by Q4 2027. The fiscal position is under scrutiny, with debt at 118% of GDP and a deficit of 5.1%. The 2027 budget is pivotal; credible…
The dollar is struggling to hold gains despite hawkish Fed expectations, with long-end Treasury yields and the debasement trade weighing on it. However, ING expects hawkish Fed repricing to support USD this week, with DXY potentially reclaiming 100.0. EUR/USD…
Saxo Bank reports renewed US-Iran hostilities lifting crude above $91, while global bond yields spike with the US 10-year topping 4.75% for the first time in 19 months. Equities decline amid inflation concerns, crypto equities rebound, and gold steadies after…
ING Think's report re-examines Europe's productivity gap with the US, arguing that the gap is concentrated in the digital sector, that policy reforms could yield larger gains in Europe, that institutional improvements since the euro crisis have strengthened…
Eurozone inflation rose to 3.3% y/y in August 2026, driven entirely by energy prices, with core inflation easing. Intesa Sanpaolo expects the ECB to hike rates once more in September, but sees reduced odds of further increases unless Middle East conflicts…
ING highlights divergent dynamics across the yield curve: while front-end rates remain anchored by hawkish central bank pricing, long-end yields face upward pressure from fiscal deficits, supply concerns, and tech-driven growth expectations, with US…
OCBC's Daily Treasury Outlook covers market reactions to renewed US-Iran hostilities, which lifted oil prices and weighed on US equities, while global data showed India's strong GDP growth, China's PMI improving but still in contraction, and Japan's retail…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
MUFG's Asia FX commentary highlights mixed risk sentiment as markets digest Fed policy signals and Middle East tensions, with a notable view that Indian rates are likely to rise given robust GDP growth and other factors. The report also notes USD/JPY near…
The Société Générale report outlines the decarbonization challenges and financing requirements for the European iron and steel value chain, emphasizing the sector's transition to low-carbon technologies and the need for sustainable investment.
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
Invesco's Global Head of Research, Benjamin Jones, analyzes the Federal Reserve's stance after Chair Kevin Warsh's Jackson Hole speech, expecting the Fed to remain on hold for the rest of the year. He anticipates reduced forward guidance to widen outcome…
Amundi's report discusses the resilient global growth and inflation above target six months into the Iran conflict, with equities benefiting from AI-driven earnings and bonds pressured by fiscal concerns. The report emphasizes diversification and selectivity…
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
BNP Paribas warns that central bank independence is facing its most severe stress test in a century, driven by high sovereign debt, supply-shock inflation, and political attacks. The erosion of credibility could unanchor inflation expectations, raise risk…
German headline inflation rose slightly to 2.9% YoY in August, driven by higher energy prices, while core and services inflation remained contained. ING expects headline inflation to stay above 3% until year-end due to persistent oil prices and potential gas…
MUFG expects the 10-year JGB yield to remain below 3% in September 2026, with the BoJ likely raising rates to 1.25%. The yield is forecast to decline to 2.65% by end-FY27 and end-FY28.
Natixis assesses the US dual mandate in August 2026, noting a clear cooling in the labor market with July nonfarm payrolls at -23k and unemployment at 4.1%, while inflation is easing gradually with headline CPI at 0.07% m/m and core at 0.22% m/m. The Fed is…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…