Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Australia's August employment rose 39.5k but a 0.2ppt participation rebound lifted unemployment to 4.6%, keeping gradual labour-market easing intact. Westpac sees RBA supply assumptions as too weak. The BoJ hiked 25bp to 1.25% and may reach 1.5% by mid-2027.…
US 10yr Treasury yields extended their overshoot toward 5.25-5.5%, driven mainly by higher real yields rather than inflation expectations, which remain contained. Weak 5yr and 7yr auctions added momentum, pushing yields above 5.1% and near 5.2%. Bearish…
Westpac's NZ Weekly Economic Insight examines the trend of rising global interest rates and questions whether New Zealand rates should follow them higher. The note does not present specific forecasts or targets, instead framing the debate around the…
Mexico's headline inflation rose to 3.42% y/y in the first half of September, above the 3.38% consensus and up from 3.26% in the prior fortnight, driven by the non-core component (2.17% y/y). Core inflation eased to 3.79% y/y. Separately, economic activity…
US senators and governors have proposed banning diesel exports to relieve farmers. Due to legal delegation, President Trump could enact such a ban without further Congressional action. The US exports 1.0–1.5 mb/d, much to Latin America. Mexico, Chile, and…
MUFG's FX quant framework argues the 2026 yen appreciation differs from past corrections: the traditional drivers of structural yen weakness have shifted. The US-Japan 10-year nominal yield differential has narrowed to roughly 209bps from about 399bps during…
Natixis argues Germany's 2026 collective bargaining round should not trigger euro-area second-round effects. Nominal wage growth is forecast to slow to about 3.8% in 2026 and 3.0% in 2027 from 4.4% in 2025, with negotiated wages at 2.6% YoY in June 2026 and…
The global fixed income sell-off continues without clear resolution, with the US dollar strengthening as US yields rose across the curve. The 2-year Treasury yield has climbed roughly 60bps this month, approaching the scale of the March move after the…
Global bonds extended their selloff, lifting the US 10-year yield to 5.1142% and the 30-year to near 5.4%, with European curves also higher. Strong September flash PMIs and a weak USD70bn 5-year auction reinforced rate-hike expectations. US equities fell (S&P…
Commodity markets remain distorted by persistent conflicts, but fundamentals are gaining weight. Physical crude rebalancing is capping rallies, while non-OPEC supply growth and weak demand could build a surplus and pull prices lower. Europe's gas and power…
State Street estimates the long-term UK nominal neutral rate at 2.5%-3.00%, arguing the post-pandemic rise reflected the inflation shock rather than a durable improvement in the real economy. Weak productivity, aging demographics and subdued investment demand…
Natixis launched an anonymous two-minute survey on Brazil's October 4 general election and post-election expectations, including views on the policy outlook and the BRL. A second round would be held October 25 if no candidate wins over 50% of valid votes.…
Scotiabank's daily notes flag a 'funny season' for manipulated markets before the US midterms, with Trump jawboning oil lower on Iran talks despite unchanged nuclear stockpiles and war risk. Potash and diesel threats appear empty: Belarus has no surplus and a…
Euro area September flash composite PMI rose to 53.1 from 52.0, its highest since April 2023 and above the 51.8 consensus, led by new orders at 52.8. Manufacturing held at 52.7 and services activity climbed to a 10-month high of 53.0. Yet employment was flat…
The US dollar strengthened modestly even as Brent crude fell around 4%, after US and Iranian officials met at the UN General Assembly and indirect talks were described as very productive. Optimism on a deal to halt the conflict, and reports Iran may reopen…
Australian state budgets are set to deteriorate by $13.5bn over four years versus published 2026 budgets, mainly in FY2027, as a 60bps average rise in sovereign bond yields since budget publication adds about $3.5bn to interest costs and a sharper housing…
US equities were mixed as financials rotated into tech, with the Nasdaq 100 hitting a record while the Dow fell 0.4%. WTI dropped 5.5% to USD90.52/bbl and Brent fell 1.8% to USD98.53/bbl after Iran signalled the Strait of Hormuz could reopen within seven days…
This Natixis report, written by Benito Berber and Selin Aker, examines Brazil's upcoming general election and its potential impact on asset prices, particularly the Brazilian Real (BRL). The report is a marketing communication and not independent investment…
Dutch retail sales are forecast to grow 3% in 2026, matching 2025, with e-commerce up 4.5%, food 3% and non-food 2.5%. Consumer goods prices rose only 1.5% in Jan-Jul 2026 versus 2.4% a year earlier, but food inflation is expected to rebound on drought and…
Germany's fiscal plan delivers short-term stimulus without lifting potential growth: the public deficit widens from 3.0% of GDP in 2025 to 4.1% in 2026, peaks at 4.5% in 2027, then eases to 4.2% in 2028 as health and pension reforms tighten social security.…