Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank Economics expects the Bank of Canada to hold rates at 2.25% this week but sees hikes starting in December, with two more next year, citing stronger growth and inflation risks. The US August nonfarm payrolls are forecast at +30k, and the report…
State Street's SPDR Gold Strategy Team discusses how Asian asset owners, including sovereign wealth funds, pension funds, insurers, and central banks, are increasingly viewing gold as a strategic asset rather than just a tactical hedge. This shift is driven…
Saxo Bank's Market Quick Take highlights a firmer July PCE inflation print that solidified expectations for a December Fed rate hike, while Nvidia's strong earnings and guidance boosted AI-related equities but left broader markets mixed. Wheat hit a…
Citi provides a framework for global cash concentration, classifying markets into liberal, semi-restrictive, and restrictive currency environments, and offering tailored liquidity solutions for each. The report highlights Asia-Pacific as a significant…
Franklin Templeton's ETF and Indexing Insights report covers a broad range of topics including global diversification, emerging market opportunities, AI-driven market leadership, and country-specific analyses. Key themes include the potential for markets to…
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…
Schroders' July 2026 commentary analyzes the AI-driven semiconductor selloff, attributing it to stretched positioning, rising bond yields, and AI profitability concerns. The fund turned cautious early, then bought the dip, increasing equity, credit, and…
In July, global equities were flat to slightly higher as markets rotated from high-growth AI/tech names into value sectors like energy and financials. Commodities surged on Middle East tensions, with Brent oil briefly above $100. Bond yields rose on inflation…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 3 August 2026 Research Monitor (August) Key Themes 1. July reinforced that markets are being driven less by growth optimism than by policy uncertainty and…
This interview originally took place at Bloomberg Invest Hong Kong 2026 on June 10, 2026. At Bloomberg Invest Hong Kong, Apollo Partner and Head of Asia Pacific Eiji Ueda highlighted the paradigm shift cutting across Asia Pacific economies: the compounding…