House View Briefcase
UBS CIO expects the Fed to keep rates on hold despite hawkish signals from Chair Warsh, favoring short- to medium-duration quality bonds.
Multiple economies
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108 matching institutional reports
Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
OCBC Daily Treasury Outlook (28 Aug 2026)
OCBC Daily Treasury Outlook highlights a tech-led rally in US equities boosted by Nvidia's strong guidance, while oil prices rose on geopolitical tensions with Iran. Central bank speakers at Jackson Hole maintained a cautious inflation stance. BSP hiked rates…
Multiple economies
Calendar of macroeconomic data and events · 28 August 2026
The calendar from Intesa Sanpaolo Research Department lists key macroeconomic releases and central bank events for the week of August 31 to September 4, 2026. It highlights advanced economies' inflation prints, PMIs, and the US labor market data, with a…
Multiple economies
Macro · Macro Rapid Response Eurozone: ESI index at a high since January
The Eurozone ESI improved to 98.4 in August, the highest since January, with broad sector gains, signalling resilience despite fuel and gas risks, supporting an ECB rate hike in September that may be the last. GDP is seen growing ~0.3% q/q in H2 2026 and just…
Multiple economiesFederal Reserve
Macro · Macro Rapid Response Italy: confidence on the rise in August, driven by construction and services
Italian business and consumer confidence rose in August 2026, led by construction and services, although household spending remains cautious. GDP growth may continue in Q3 but at a slower pace, with 2026 growth forecast at 0.8-0.9%.
Multiple economies
Forex · Forex Flash The dollar consolidates, the yen remains vulnerable
Intesa Sanpaolo expects the dollar to consolidate in the near term but sees a structurally weaker dollar over the medium term, with the yen having the best appreciation potential among major currencies if BoJ normalization continues and yield differentials…
Multiple economies
Market Quick Take - Nvidia rises on strong earnings and growth outlook
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…
Multiple economies
Our multi-asset investment views
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…
Multiple economies