Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Commerzbank reports that the German economy has turned upward, with GDP growing 0.35% per quarter on average over the last three quarters, equivalent to an annualized growth rate of 1.5%, exceeding the estimated potential growth of less than 1%.
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
SEB analyzes the Swedish krona's structural weakness, attributing it to capital flows, demographics, and policy choices. The bank estimates the krona is 10-15% undervalued in the long term, with long-term fair values of 9.50 per EUR and 8.00 per USD. It…
SEB's Nordic Outlook highlights resilient global growth with upward revisions, contained oil price effects but strained distillate markets, central banks diverging (Fed on hold, ECB hiking), improved Swedish growth forecasts with a Riksbank hike expected in…
ING maintains its call for no Fed hikes this year despite mixed US data and hawkish market pricing, viewing the September FOMC as a conundrum. The dollar may find support ahead of Warsh's speech, while CAD faces further downside and AUD's gains are likely…
OCBC's Daily Treasury Outlook notes that US July CPI/PCE data came in hotter than expected, reviving rate-hike speculation and pushing Treasury yields higher. Nvidia's strong FY2028 revenue guidance supports the tech/AI upcycle in Asia. Geopolitical…
The ECB's July minutes show a growing internal support for a September rate hike, with the eurozone economy showing unexpected resilience and inflation risks tilted to the upside. However, the ECB is likely to limit itself to one more hike, as a restrictive…
Saxo Bank's Market Quick Take highlights a firmer July PCE inflation print that solidified expectations for a December Fed rate hike, while Nvidia's strong earnings and guidance boosted AI-related equities but left broader markets mixed. Wheat hit a…
ING Think's latest Rates Spark report highlights mounting pressure on French OAT spreads due to political uncertainty and fiscal strain, while spillovers to other markets remain limited. The ECB's hawkish stance, persistent energy price pressures, and…
A member of MUFG, a global financial group Central Bank View 2026 Jackson Hole Fed Preview: A pitstop on the path to no hikes… MUFG Securities, Inc & MUFG Bank, Ltd. August 27, 2026 US Desk Strategy | Global Markets Americas Central…
OCBC Research's daily treasury outlook for 26 August 2026 highlights a rebound in US equities supported by falling Treasury yields and lower oil prices, amid ongoing trade tensions and geopolitical risks. Key data points include weaker US new-home sales and…
ING argues that lower energy prices support risk assets and a benign dollar decline, validated by a drop in longer-dated Treasury yields. The report highlights key events (US PCE, Nvidia earnings, Jackson Hole) and maintains bullish stances on EUR/USD and…
ING expects the National Bank of Hungary to deliver three more rate cuts this year, bringing the base rate to 4.75% by end-2026 and a terminal rate of 4.00% by end-2028, conditional on stable risk premium. Inflation is seen staying below target for the rest…
OCBC's Daily Treasury Outlook highlights mixed global markets amid US sanctions on Iran and new tariffs, with tech-led equity declines and a stronger dollar. Gold rallies above $4,680/oz, while Brent settles near $92/bbl. The PBOC's liquidity operations…
The US Treasury long-end buyback program is tightening swap spreads and lowering long-end yields, though the market remains cautious. The Fed is unlikely to hike, and geopolitical risks persist despite low volatility. The ECB may hike once more, with oil…
The dollar starts the week firm, supported by the bond market, but faces downside risks from escalating US-Canada trade tensions and potential US-China trade conflict. EUR/USD is likely to stabilize rather than rally above 1.170, with fair value just below…
UBS CIO advises diversifying beyond the US dollar as de-dollarization trends persist, recommending gold, broad commodities, and select currencies to hedge against dollar weakness and support portfolio returns.
OCBC's Daily Treasury Outlook highlights a tense market environment with rising UST yields, geopolitical risks, and mixed economic data. The report covers key central bank meetings, inflation data, and corporate earnings, providing insights on FX, rates, and…
ING argues that the US Treasury's buyback program is not about financing via the TGA but about the signal of potential future expansion, which has tightened swap spreads. Meanwhile, eurozone growth is beating consensus, adding upward pressure on euro rates,…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…