Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Natixis estimates euro area R-star at 2.2%, marginally below the ECB deposit rate of 2.5%, implying a only modestly restrictive policy stance. The report argues that real interest rates and R-star share common global drivers - productivity, demographics, the…
ING expects the Bank of England to keep Bank Rate on hold at 3.75% at its 17 September 2026 meeting with another 6-3 vote. While the gas and oil price surge means inflation could peak at or above 4% this winter — putting the UK in the Bank's adverse energy…
The G7 foreign exchange market is being driven by three converging forces: a yen surge to a seven-month high on expected BOJ tightening, Brent crude above $100 per barrel following US-Iran military escalation, and a synchronized global tightening cycle with…
The 14-18 September 2026 calendar is dominated by three G10 central bank decisions: the FOMC is expected to leave the target fed funds rate unchanged at 3.50%-3.75%, the Bank of England is forecast to hold Bank Rate at 3.75%, and the Bank of Japan is expected…
Global bond yields surged on September 10, 2026, after the ECB delivered a hawkish 25-bp hike and raised its 2027 and 2028 inflation forecasts, sending the German 2-year yield up 16 bp—its largest front-end jump in over 18 months—while crude oil prices spiked…
Natixis expects the Bank of England to keep Bank Rate unchanged at its 17 September 2026 meeting with a 6-to-3 voting split, as headline CPI rose to 2.9% on energy effects while core inflation held at 2.6% and private-sector regular pay growth cooled to 2.8%.…
The yen strengthened sharply as markets moved to fully price a Bank of Japan rate hike next week and a strong chance of another by year-end, prompting investors to avoid short-yen positions. The move lifted EUR/USD, but higher energy prices later pressured…
ING expects today's US August CPI to be sufficient to lock in a September Fed hike, with core at 0.2% MoM and headline at 0.4% MoM, and markets already pricing 18bp for next week's FOMC. A re-established positive correlation between the dollar and back-end…
ING reports that UK GDP rose 0.4% in July 2026, well above consensus for zero growth, following a 0.3% gain in June. The bank attributes roughly half of recent growth to the IT sector, which is only 7% of the economy, and suspects AI-related data-centre capex…
US producer inflation accelerated to 5.4% YoY in August and energy prices jumped, with Brent up over 6% near USD108 on Strait of Hormuz tensions. Markets price a roughly 70% probability of a 25bp Fed hike at the 15-16 September meeting. The ECB raised its…
Westpac reinstated its call for a 25bp RBA hike in November after the National Accounts showed domestic demand more resilient than expected, with stronger household incomes and a large pipeline of data centre and renewable energy investment slowing…
MUFG's FX Daily Snapshot argues the September 11 US CPI report is pivotal for Fed hike expectations and the dollar. Stronger PPI has lifted implied hikes to 18bp ahead of the FOMC, up from 13bp. An in-line or stronger 0.2% m/m CPI reading would sustain hike…
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…
MUFG flags that Asia FX and rates resilience to higher US Treasury yields may not persist near-term, since rising yields now reflect tighter policy expectations and higher risk premia, with Brent at $109/bbl and US 10-year yields a whisker from 5%. The desk…
The JPY has been the best-performing G10 currency over the past week, extending its rebound after USD/JPY failed to break back above 160.00 at the start of September and broke below support at 155.00. A 25bps BOJ hike is almost fully priced for the upcoming…
Westpac's NZ Weekly Economic Insight argues that June quarter GDP, due next week, likely expanded close to trend, even though the quarter coincided with peak geopolitical uncertainty from the Iran war. The note gives no headline growth figure and includes no…
Scotiabank's September 2026 FX Outlook adopts a broadly bearish USD stance, arguing the DXY is in the early stages of a bearish reversal as rate differentials erode and G10 central banks turn hawkish. The Fed is forecast to hold at 3.75% through 2027, while…
Natixis analyzes Mexico's proposed 2027 budget, which reduces the public sector financing requirement to 3.9% of GDP from 4.1% in 2026, with gross debt rising modestly to 55% of GDP. Revenues are set to increase to 23.0% of GDP on stricter tax deduction…
Natixis reviews the ECB's September 10, 2026 decision to keep its three key policy rates unchanged at 2.50%, 2.65% and 2.90%, a move widely expected and likely unanimous. The accompanying staff projections revised headline inflation to 3.0% in 2026, 2.5% in…
Societe Generale has confirmed one of the first fully digital letters of credit between the United Kingdom and France. The transaction, executed on June 8 using the Enigio solution, was issued by Lloyds on behalf of Board24 Ltd in favour of BOBST Lyon. It…