Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank's daily note flags a fully priced 25bp ECB deposit rate hike to 2.40%, with the key question being guidance after an October skip and a possible December move. Brent hovers near US$102/bbl and WTI around US$97, pushing US diesel to its highest…
Standard Chartered argues that the surge in Japan's 10-year government bond yield to a three-decade high of 3% has forced Prime Minister Takaichi to abandon her resistance to monetary tightening. Facing a fiscal emergency from mounting public debt, she has…
Brent crude crossed USD 100 after US strikes on Iranian tankers near Kharg Island, lifting the 10-year Treasury yield to a 2023 high of 4.845% and pushing the S&P 500 to a third straight decline of 0.48%. Dispersion dominated: Meta rose 6.55% on its Muse…
HSBC argues that Japan has become a compelling destination for foreign business expansion after a decisive break with decades of deflation, with headline CPI running above the Bank of Japan's 2% target for much of the past few years. The bank highlights a…
• Macro: US-Iran escalation drove supply-risk fears while weak ADP payrolls and a disappointing Treasury buyback lifted yields. • Equities: US and European equities fell as $100 oil revived inflation fears, while Asia extended the risk-off move. • Volatility:…
1 10 September 2026 Middle East Daily 10 September 2026 COMMODITIES / ENERGY Oil holds above USD 100/b as Iran signals prolonged escalation. Oil held near recent highs, with brent around USD 101/b, while WTI traded above USD 96/b. Prices were supported…
Escalating Middle East tensions dominated markets: the US military destroyed five Iranian tankers and Iran retaliated against a US-used base in Jordan. Brent crude rose 3.4% to USD101.21/bbl and WTI gained 3.2% to USD96.05/bbl. US equities fell for a third…
MUFG reports FX majors stable, with USD/JPY just above 153.00, as markets await the ECB meeting and US CPI. The US Treasury tripled its first larger long-term bond buyback to USD6bn, keeping the dollar about 1% weaker since the 19 August announcement. Brent…
The ECB raised the deposit rate 25bp to 2.50%, the upper end of its neutral estimate, with hawkish projection revisions and forcefuller warnings that Middle East conflict energy inflation is intensifying, making the adverse scenario (oil ~USD 100/bbl, gas…
Brent crude has reclaimed US$100/bbl on escalating US-Iran tensions and Strait of Hormuz risks, with agricultural prices also higher. The 10-year Treasury yield rose 5bps to 4.84% even after a planned US$6bn long-dated buyback, keeping financial conditions…
J.P. Morgan Global Research brings you the latest updates and analysis of President Trump’s tariff proposals and their economic impact. Since taking office, President Trump has enacted a growing list of tariffs on specific countries and commodities — a move…
A summer cocktail of earnings data, geopolitical headlines, and “policy events” has prompted investors to increasingly scrutinise equity and bond markets. On the one hand, equities have held up, even advanced, on the back of a strong earnings season, which…
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…
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…
1 FX Focus │9th September 2026 FX Focus Navigating the fallout for the FX market from bond market sell-off 9 th September 2026 • Global bond yields have risen to fresh highs over the summer, driven mainly by higher energy prices &…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
• Global economy forecast to grow 2.5% in 2026 despite the energy price shock • US gross domestic product growth forecast at 2.8% in 2026, with three 25 basis point Federal Reserve rate hikes expected • China growth forecast at 4.5% in…
• Sovereign 30-year yields have reached their highest levels since the Global Financial Crisis in many countries • Markets expect the Federal Funds rate to rise to around 4.25% over the next year • Global spending on artificial intelligence, net zero, defence…
Summary: The market took almost all the premium out of Wednesday and stacked it onto Friday’s inflation print. Underneath a quiet index, single names moved double digits in both directions. MARKET REGIME: LOW VOL BULL | VIX 15.72 | TERM STRUCTURE: CONTANGO…
1 Q&A Report: Ask MUMSS! September 9, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly Special Issue 】 Q&A report: Ask MUMSS! (original Japanese report issued on September 9, 2026) Investment Research Division ≪JGB…