Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The article provides OCBC's daily treasury outlook, focusing on US market movements, upcoming labor data, and regional developments. US equities rebounded on strong services data and dovish Fed comments, while oil prices held near highs. The report…
MUFG's fixed income commentary previews Japan's upcoming economic data for early September 2026, forecasting moderate growth in business conditions, sustained wage increases, a narrowed current account surplus, an upward revision to Q2 GDP, continued high…
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 notes that USD/JPY selling has accelerated amid shifting momentum, with expectations of faster BoJ hikes and potential GPIF allocation changes supporting a more sustained yen recovery. The bank recommends a new short EUR/JPY trade and has closed its long…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
According to MUFG's Asia Macro Notebook for September 2026, August PMIs across Asia indicate a broadening growth momentum, driven by technology and AI-related demand, while China's recovery remains uneven with continued weakness in services, construction, and…
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.
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…
Asia's economic growth continues to outpace other major regions, driven by AI-related investment, intra-regional trade, and supply chain diversification. India's strong domestic demand and export growth bolster the region. However, rising inflation pressures…
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…
ING thinks CIS-4 currencies (Azerbaijani manat, Kazakh tenge, Uzbek soum, Armenian dram) remain supported in the near term due to higher fuel prices, persistent carry trade, and portfolio inflows. Inflation risks are rising but from different starting points,…
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…
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…
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…
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…