Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Westpac IQ reports China's Q3 2026 GDP growth accelerated to 1.2% q/q and 4.5% y/y, keeping the 4.5-5.0% year-to-date official target within reach. Retail sales, property and fixed asset investment remain weak, while industrial production and credit…
Westpac lowered its New Zealand 2027 GDP growth forecast by 0.3ppts to 2.7%yr, citing higher assumed energy prices and a steeper near-term path for long-term interest rates that weigh on consumption and residential investment. A weaker NZ dollar…
Westpac expects the Reserve Bank of Australia to raise rates 25bp in November, citing cost-plus pricing behaviour, pass-through of non-labour costs and above-average award wage increases that keep demand ahead of supply. Australian unemployment held at 4.7%…
Scotiabank's weekly preview argues Canadian core inflation remains at or above the BoC's 2% target, with traditional core running near 3% m/m SAAR for four straight months and another firm print expected, supporting the view that policy is too loose. BoC…
National resale activity weakened in September: unit sales fell 2.3% m/m (sa), erasing nearly half of April–July gains, with a 7.7% y/y (nsa) decline. New listings eased 1.8% m/m. The sales-to-new listings ratio slipped to 48.8% and months of inventory rose…
US September CPI accelerated to 3.7% y/y, with core at 2.6% y/y and 0.3% m/m, as price pressures broadened across goods, shelter and services. PPI jumped 1.3% m/m (6.3% y/y). Retail sales rose 0.8%, but ex-auto/gas gained just 0.2%. TD expects the Fed to skip…
US inflation surprised higher, driven by tariffs and broad price pressures, but ING expects tariff refunds, cooling rents and 3% wage growth to bring inflation near 2% by Q2 next year. The AI investment boom, about a third of GDP growth this year, keeps…
US September inflation drifted higher, yet Natixis argues a Fed pause is more likely than not, giving room to complete scaling into 2yr longs. Treasuries rallied despite bad inflation data and a silent Warsh, suggesting the market is forming a floor. The bank…
Fed Chair Warsh refused to prejudge upcoming meetings or offer forward guidance, while repeating upbeat US outlook views. BoC Governor Macklem said the Bank has not yet raised rates but is asking whether energy-driven inflation will force a hike. US Commerce…
Eurostat's final September estimate put euro area headline HICP at 3.8% y/y and 0.6% m/m, above Natixis' 3.5% call but matching the flash. Energy surged 18.9% y/y and 4.0% m/m, contributing 1.7pp and overtaking services as the largest driver. Core held at…
ING expects UK Chancellor John Healey's first budget to be modestly contractionary, not stimulative. Debt interest costs are set to cut fiscal headroom to about £10bn; the Chancellor wants above £15bn. ING forecasts £5-6bn of tax hikes and a roughly…
US September producer prices jumped 1.3% m/m, the largest since March 2022, with energy up 10.8% and core PPI up 0.7%; retail sales rose 0.8% but control-group sales gained only 0.1%. Equities rotated out of AI and chip names into healthcare, financials and…
US producer prices rose 1.3% MoM in September, the largest monthly gain since March 2022, with PPI at 6.3% YoY; retail sales beat at 0.8%. Despite hot inflation data, the 10-year Treasury yield fell roughly 15bps to around 5.04%, its largest single-day…
Fed Chair Warsh gave no policy guidance, which markets read as endorsing current pricing; the October hike probability dropped from 26% to 14% and the 2-year yield fell 3-4bps. The dollar was broadly unchanged. Warsh dwelt on AI, calling it a near-term…
MUFG expects the Philippine central bank to raise its policy rate 25bp to 5.25% on higher oil prices and Super El Niño risk, while the Bank of Korea is seen holding at 3.00% after back-to-back hikes. Bank Indonesia is widely expected to hold at 5.75%, though…
MUFG reports the USD is on course to weaken this week, ending four straight weekly gains. After jumping to a fresh year-to-date high on stronger September US CPI, the dollar quickly gave back those gains. The Fed is widely expected to hold rates this month;…
Australia's September employment fell 39.3k, but a 0.2ppt participation drop kept unemployment at 4.7%, now above the RBA's 4.6% NAIRU. Westpac expects the jobless rate to peak near 4.8% by Q2 2027 and still forecasts a 25bp RBA hike in November, with…
Westpac argues that Australian firms bundling previously surcharged card-acceptance costs into sticker prices reveal a 'cost-plus' pricing mentality driven by non-labour cost escalation rather than wages, which base growth has kept moderate. The RBA is…
Westpac's weekly NZ review flags soft housing data and revised 2027 forecasts showing higher inflation with more moderate growth. The exchange rate has been weak, and Westpac now expects NZD/AUD to plumb new cycle lows, making trans-Tasman travel more…
ING now expects the Bank of England to hike rates in November and February, driven by elevated natural gas prices and a brief CPI peak above 4% in early 2027. The hikes are framed as insurance, with cuts possible by late 2027 if second-round effects remain…