Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Schroders maintains a constructive stance on cyclical assets, upgrades gold to positive, re-establishes long USD positions, and retains negative views on credit spreads while staying tactically positive on government bonds. Key risks include inflation…
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
Get early access. Subscribe to the From the US Market Desk LinkedIn newsletter. Our real gross domestic product (GDP) forecast for 2026 is 2.5% (based on our Global Investment Management Survey) versus the Federal Reserve’s (Fed's) forecast of 2.2% and the…
Mizuho Financial Group and China Development Bank have signed a memorandum of understanding to cooperate in commercial banking, aiming to enhance services for Japanese companies expanding in China and Asia, and to support the development of the Chinese and…
Mizuho Financial Group has signed a memorandum of understanding with the Industrial and Commercial Bank of China (ICBC) to enhance mutual cooperation in markets outside their home countries. This agreement aims to facilitate information exchange, business…
Mizuho Securities plans to raise approximately JPY 75 billion via a third-party share allotment to Norinchukin Bank, following Norinchukin Securities' business transfer. This will strengthen their partnership and enhance Mizuho Securities' business platform…
MUFG's Middle East Daily report highlights rising oil prices amid US economic pressure on Iran, gold's rally following US Treasury buybacks, PIF's profit growth despite asset shortfalls, and Egypt's improved risk premium. The report also covers credit market…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
Fixed Income Commentary August 20, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 JSDA bond transaction data by investor category (July 2026) (original Japanese report issued on August 20, 2026) Key points ■ Medium-term JGBs: Major domestic…
MUFG's Middle East Daily report covers commodity and energy market conditions, focusing on oil and gold amid the US-Iran standoff, as well as regional macro updates including Saudi Arabia's US Treasury holdings and Saudi-Japan economic ties. The report…
OCBC Research's Daily Treasury Outlook highlights a global bond rout pushing long-dated Treasury yields to multi-decade highs, triggering a sharp selloff in US equities, particularly technology and semiconductor stocks. Geopolitical tensions between the US…
The report highlights rising oil prices due to fading US-Iran deal prospects and shipping disruptions, gold holding near record highs amid reduced Fed hike expectations, Saudi Arabia rerouting crude away from Bab el-Mandeb due to Houthi threats, Turkey's…
OCBC Research's Daily Treasury Outlook for 18 Aug 2026 highlights a risk-off session in US equities due to geopolitical tensions and higher oil prices, with the S&P 500 declining 0.5%. Singapore's NODX surged 24.2% YoY in July, driven by a 112% jump in…
Pictet's report views healthcare as a dependable, growing sector with an attractive entry point after lagging broad equities, highlighting that listed and private healthcare form a complementary value chain rather than competing allocations, with private…
Westpac expects the US dollar to weaken gradually against major currencies through 2028, driven by structural fiscal headwinds and a narrowing US growth advantage, while the yen remains weak until late-2026 and Asian currencies, including the Singapore dollar…
MUFG's Middle East Daily report highlights resilience in oil and gold prices amid geopolitical tensions, a robust rebound in Israel's Q2 GDP with easing inflation, and S&P's affirmation of Lebanon's low rating due to conflict. The report also notes stable…
OCBC's Daily Treasury Outlook for 17 Aug 2026 highlights a retreat in US equities from record highs amid geopolitical uncertainty and softer consumer data. US retail sales fell 0.6% MoM in July, the largest decline in 14 months, while core retail sales…
Fixed Income Commentary August 17, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Intriguing RV graphs: Lessons from Europe on what follows behind-the-curve concerns (original Japanese report issued on August 17, 2026) Key points ■ We examine path…
1 Fixed Income Commentary - Japan Economic & Financial Weekly August 17, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly 】 Will fears of BoJ falling behind the curve start to retreat? (original Japanese report…
MUFG's Middle East Daily for August 14, 2026, covers oil prices holding near $87/b Brent with improved Hormuz flows but persistent geopolitical risks, gold retreating on profit-taking after a rally, and macroeconomic updates on Egypt and Iran. The report also…