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Scotiabank's week-ahead preview sees September US nonfarm payrolls at 75k with unemployment steady at 4.1%, fading August's 162k as weather, local-government education and leisure hiring reverse. Canada's July GDP is tracked near +0.1% m/m with Q3 around 2%…
MUFG warns that a tougher external backdrop—higher US Treasury yields and Brent above $100/bbl—leaves Asia FX with a narrow path. The next US payrolls report is the key catalyst; consensus expects 100k jobs and unemployment at 4.1%. MUFG keeps a bias for…
Global bonds extended their slide, with the US 10-year yield at 5.1142% and the 30-year near 5.4%, pressuring US equities. Robust US September PMIs (manufacturing 57, services 58.7) reinforced growth expectations. Iran said the Strait of Hormuz would stay…
Invesco's QQI tracks the Nasdaq International Innovators 100 Index, which screens non-US large and mid-caps on innovation inputs and outcomes rather than past growth. Index constituents average roughly 13% of sales on R&D versus 5% for MSCI ACWI ex USA and…
Global financial conditions are tightening as inflation rises and most central banks raise rates, with the PBOC as the exception. Hong Kong retains a major liquidity pool, with IPO fundraising rebounding since 2025 and HIBOR below SOFR. China's RMB usage in…
Risk sentiment improved on positive US-China summit headlines, a fourth straight Brent decline to $101.9 and lower long-end Treasury yields; the S&P 500 rose 1.5% and Nasdaq 2.3%, US IG spreads held at 75bp while US high yield tightened 3bp to 264bp. Asia USD…
Natixis sees Asian growth bifurcating: China softens and drags exposed sectors, while North Asia, India and parts of ASEAN accelerate. Exports are China's key engine on a competitive real exchange rate, but ageing cuts its growth to around 1% by 2050. Japan's…
Westpac argues Asian growth forecasts have been revised higher, yet regional currencies have largely failed to reflect these fundamentals. Capital allocation decisions increasingly offset trade strength. India's FCNR(B) scheme attracted US$127.2bn in…
Citi's Supply Chain Financing report finds global trade durable through 2025 tariff shocks. Payment flows stayed strong; shipping normalized. From 2019-2024, North & East Asia exports shifted to emerging markets (Latin America +59%, Middle East & Africa +52%,…
Macquarie Asset Management argues that supply chain disruption has become a structural, multi-decade trend rather than a cyclical shock, citing the World Bank's Global Supply Chain Stress Index, where delays this year peaked just below post-COVID highs.…
MUFG expects the September FOMC and BOJ meetings to reinforce a more differentiated Asia FX environment amid Brent above $100/bbl. With the Fed on hold and elevated US yields, a 25bps BOJ hike would tighten global liquidity and risk unwinding yen-funded carry…
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…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 Daily Credit Snapshot Market Commentary • On geopolitics, Iran's attacks on Saudi energy facilities and the subsequent destruction of five Iranian…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 ASEAN-5 & India Assessing the impact of El Niño • We see India, the Philippines, Thailand and Indonesia as the higher- exposure…
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…
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AI demand is making memory scarcer and more expensive, pushing the boom from data centres into consumer electronics. Apple’s launch tests whether strong pricing power can protect profits when the cost of building an iPhone rises. South Korea offers AI…
OCBC's daily treasury outlook highlights key market movements and data releases. Geopolitical tensions between the US and Iran have driven Brent crude to a six-week high, while a potential Iran-Oman accord eased some concerns. The Japanese yen strengthened…
BNP Paribas' weekly economic review highlights accelerating eurozone inflation leading to a likely ECB rate hike, robust US payrolls boosting Fed hike odds, hawkish BOJ signals firming the yen, and mixed global manufacturing with strong services in Europe.…
Natixis introduces 'programmable sovereignty' and 'coordinated specialisation' as responses to the N-2 problem in AI, where only the US and China achieve full-stack sovereignty. The report argues that N-2 states should pool governance and hard-stack…