Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank Economics maintains its June forecast with Canada's growth expected at 0.9% in 2026 and 2.2% in 2027, while the Bank of Canada is likely to raise rates twice late this year. The US GDP growth forecast is 2.0% for 2026 and 1.9% for 2027, with the…
Scotiabank Economics' Latam Daily for September 4, 2026 reviews Mexican macro data showing resilient remittances, a rebound in fixed investment, and moderate private consumption growth, alongside Peruvian investment in concessioned transport projects posting…
Scotiabank Economics expects the upcoming week to feature escalation risks in the Canada-US tariff war, with Canada imposing retaliatory tariffs on C$28 billion of US imports, while Canada pivots toward attracting C$1 trillion in investments over five years.…
Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
The Sep 4 2026 Daily Credit Snapshot from OCBC Research reviews resilient US services data, rising jobless claims, and the quiet credit market. It highlights persistent services-sector price pressure, challenges in the employment outlook, and the negligible…
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
Scotiabank Economics expects central banks in Chile and Peru to hold policy rates steady, with regional inflation prints and U.S. CPI in focus. Chile's inflation is seen reaccelerating but growth is weak, while Peru's inflation is above target but driven by…
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…
Scotiabank Economics reports that Canadian exports fell 2.3% in July 2026, ending five consecutive monthly gains, largely due to volatile gold and oil prices which have since rebounded. Exports to the US declined 6.6% m/m but rose 11% y/y, while the share of…
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…
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.…
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…
Natixis outlines that Germany's September 2026 regional elections in Saxony-Anhalt, Berlin, and Mecklenburg-Western Pomerania could see the far-right AfD make historic gains, possibly leading a state government for the first time. While such an outcome would…
Scotiabank Economics reports that bonds and stocks are simultaneously cheapening due to renewed Iran hostilities and inflation concerns, while central banks like the Bank of Canada, RBNZ, and RBA are making key decisions amidst mixed economic data. The BoC is…
Natixis expects the August US Employment Situation Report to show nonfarm payroll gains of only 25k, below the consensus of 55k, with the unemployment rate rising slightly to 4.2% due to higher prime-age labor force participation. The report indicates…
Natixis reports that Hong Kong's re-export trade is being rewired: it plays a smaller role in distributing Chinese-made goods but a larger role in sourcing foreign goods for China and intermediating trade between overseas markets. This shift is driven by tech…
Natixis analyzes the proposals from French far-left parties to cancel or restructure France's public debt held by the Eurosystem/Bank of France. The report argues that such proposals are legally, institutionally, and financially problematic, likely to…
Scotiabank Economics reports that Chile's GDP contracted 1.5% y/y in July 2026, with rising risks of a third consecutive quarterly contraction in Q3-26, and expects the central bank to slash its 2026 growth forecast to 0.25%-0.75% in next week's MPR. In Peru,…
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…
Natixis remains neutral on the long end of the UST curve, citing elevated uncertainty from the Treasury buyback program, while maintaining a bullish view on the belly (5-year) and swap spread flatteners. US inflation data was marginally hot but not…