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Scotiabank's daily note flags a fully priced 25bp ECB deposit rate hike to 2.40%, with the key question being guidance after an October skip and a possible December move. Brent hovers near US$102/bbl and WTI around US$97, pushing US diesel to its highest…
Read full report 'Westpac Card Tracker, 10 September 2026' (PDF 572KB) The Westpac–DataX Card Tracker Index* has softened a touch since early August, dipping 1.1pts to 158.1 but coming off what was a new historical high. Despite this, quarterly growth…
Escalating Middle East tensions dominated markets: the US military destroyed five Iranian tankers and Iran retaliated against a US-used base in Jordan. Brent crude rose 3.4% to USD101.21/bbl and WTI gained 3.2% to USD96.05/bbl. US equities fell for a third…
MUFG reports FX majors stable, with USD/JPY just above 153.00, as markets await the ECB meeting and US CPI. The US Treasury tripled its first larger long-term bond buyback to USD6bn, keeping the dollar about 1% weaker since the 19 August announcement. Brent…
The ECB raised the deposit rate 25bp to 2.50%, the upper end of its neutral estimate, with hawkish projection revisions and forcefuller warnings that Middle East conflict energy inflation is intensifying, making the adverse scenario (oil ~USD 100/bbl, gas…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com LATAM DAILY September 9, 2026 Contributors Juan Manuel Herrera, Director +52.55.2299.6675…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
1 FX Focus │9th September 2026 FX Focus Navigating the fallout for the FX market from bond market sell-off 9 th September 2026 • Global bond yields have risen to fresh highs over the summer, driven mainly by higher energy prices &…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
• Global economy forecast to grow 2.5% in 2026 despite the energy price shock • US gross domestic product growth forecast at 2.8% in 2026, with three 25 basis point Federal Reserve rate hikes expected • China growth forecast at 4.5% in…
Persistent UK inflation, Bank of England policy uncertainty and attractive front-end yields continue to shape opportunities for Sterling cash investors. August offered the Bank of England the rare luxury of not having a policy meeting and therefore no…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 RATES Rates Spark: Sterling’s hawkish pricing still looks overdone UK rates look too hawkish relative to Bank of England guidance and macro fundamentals. But oil…
1 9th September 2026 JPY strengthens in anticipation of policy changes in Japan 9 th September 2026 USD/JPY: Scott Bessent fuels speculation over policy shift to support JPY The yen has continued to strengthen overnight resulting in USD/JPY falling back…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 9 September 2026 Daily Treasury Outlook Highlights Global: On geopolitics, Iran's attacks on Saudi energy facilities and the subsequent destruction of five Iranian…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com LATAM DAILY September 8, 2026 Contributors Juan Manuel Herrera, Director +52.55.2299.6675…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
Investment Bank Impact Series 15 The global energy race Barclays Research believes markets may be underestimating the scale of the impact of the next energy demand cycle. 2 3 Foreword Welcome to the fifteenth edition of the Impact Series from Barclays…