Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 2 September 2026 Daily Treasury Outlook Highlights Global: US equities sold off broadly at the start of September as a deepening global bond rout and…
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…
Saxo Bank reports that oil prices surged above USD 95 on heightened US-Iran tensions, which fanned inflation and rate-hike fears, leading to a global selloff in equities and bonds. The yen showed strength on hawkish BoJ rhetoric, and the NZ dollar fell after…
Westpac IQ's review of NZ building consents for July 2026 indicates residential consent levels remain elevated despite a monthly slip, with a positive outlook for home building activity into 2027, supported by strong regional growth in Auckland and…
Westpac comments on the RBNZ September 2026 MPS, viewing it as balanced with a hawkish bias. The bank expects the OCR to remain on hold in October and then be hiked in December, with upside risks to inflation keeping the option for further hikes alive.
MUFG notes the yen strengthened overnight as hawkish Bank of Japan comments, including from Governor Ueda, boosted expectations for a rate hike at the upcoming September meeting. However, the yen rally has been limited by surging energy prices due to…
The dollar is struggling to hold gains despite hawkish Fed expectations, with long-end Treasury yields and the debasement trade weighing on it. However, ING expects hawkish Fed repricing to support USD this week, with DXY potentially reclaiming 100.0. EUR/USD…
Saxo Bank reports renewed US-Iran hostilities lifting crude above $91, while global bond yields spike with the US 10-year topping 4.75% for the first time in 19 months. Equities decline amid inflation concerns, crypto equities rebound, and gold steadies after…
Westpac reports a 3.6% month-on-month decline in total Australian dwelling approvals for July, with the annual pace easing to 9.0%yr. Weakness was driven by a 4.2%mth fall in private detached dwelling approvals, while private unit approvals edged down 0.4%mth…
Australia's dwelling price correction deepened in August 2026, with the national Cotality index falling 0.9% m/m, following downward revisions to previous months. Prices are now 3.6% below their March peak, and annual growth slowed to 2.7%. Declines are…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
The COT report for the week ending 25 August 2026 shows hedge funds cutting dollar longs after the US Treasury buyback announcement, with notable short covering in the euro, Canadian dollar, Swiss franc, and NZ dollar, while yen selling continued. Grain and…
Westpac's weekly report notes that Australian rate hike odds have risen but are not yet odds-on, with the RBNZ decision and domestic data (Q2 GDP, private credit, dwelling approvals) in focus. The report emphasizes a 'short duration nation' theme and the need…
OCBC Research's Daily Treasury Outlook for 31 August 2026 highlights a hawkish Fed stance, with increased probability of a September rate hike, and key economic data releases ahead, including US CPI and nonfarm payrolls. The report also covers regional…
Westpac's latest Economic Overview indicates a recovering New Zealand economy following a pause during the Iran war, with growth expected to strengthen and broaden beyond the external sector. Persistent high inflation has shifted the RBNZ to a tightening…
OCBC Research's Weekly Research Views covers macro, geopolitical, and credit developments, highlighting a hawkish Fed, US-Iran conflict, and resilient Asia growth. Key forecasts include RBA hike, BNM hold, BoT normalization, BSP hikes, and Singapore/HK growth…
Westpac's new Economic Overview presents a more optimistic view of the New Zealand economy, with strengthening growth expected. The report highlights key themes of improving economic conditions and a positive outlook, though specific forecasts and data are…
Westpac IQ's report 'Short duration nation' argues that Australia's financial system is structurally biased toward short-duration assets and floating-rate mortgages, unlike the US's 30-year fixed-rate mortgage model. This is due to tax incentives, APRA's…
Westpac does not view the strong July CPI print as sufficient evidence to fully price in an RBA rate hike, maintaining that a November hike is plausible but not the base case.