Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank Economics' Latam Daily for September 4, 2026 reviews Mexican macro data showing resilient remittances, a rebound in fixed investment, and moderate private consumption growth, alongside Peruvian investment in concessioned transport projects posting…
Scotiabank Economics expects the upcoming week to feature escalation risks in the Canada-US tariff war, with Canada imposing retaliatory tariffs on C$28 billion of US imports, while Canada pivots toward attracting C$1 trillion in investments over five years.…
In August 2026, global equities advanced, led by technology stocks amid strong earnings and AI investment, while bond markets faced rising yields and hawkish central bank signals. Commodities gained on agriculture and geopolitical concerns, with gold…
In August 2026, global equities rose, driven by strong tech earnings and AI investments, while bond yields increased on hawkish central bank signals. Commodities gained, led by agriculture, with gold supported by dollar weakness. The month ended with caution…
Intesa Sanpaolo's Forex Flash highlights a high-volatility FX environment driven by divergent central bank policies, with the Japanese yen outperforming as the BOJ is set to hike while the Fed may hold. The dollar is under short-term pressure, the euro is…
Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
TD Economics notes a complicated outlook for Canada and nervous bond markets in the US, with the BoC holding at 2.25% but signaling hawkish risks from oil, while the Fed faces a close call on September rates amid strong data and rising yields.
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
Opinion | 4 September 2026 1 THINK Economic and financial analysis Opinion | 4 September 2026 COMMODITIES, FOOD & AGRI Why it matters where central banks keep their gold The Netherlands has moved part of its gold reserves from North America to…
Intesa Sanpaolo's calendar preview for the week of September 7-11, 2026, highlights key economic data releases and events, including a forecast for the ECB to raise its deposit rate by 25 basis points to 2.50%.
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 FX FX Daily: 50/50 Fed call keeps risk assets in demand Some surprisingly dovish remarks from the Fed s Christopher Waller yesterday sent US yields and…
Westpac's national accounts analysis for Q2 2026 highlights that the data can be interpreted hawkishly or dovishly, but emphasizes the importance of considering all signals, including the labour market, which is showing signs of easing and spare capacity. The…
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
The article provides OCBC's daily treasury outlook, focusing on US market movements, upcoming labor data, and regional developments. US equities rebounded on strong services data and dovish Fed comments, while oil prices held near highs. The report…
New Zealand total building activity rose 4.8% in the June quarter 2026, significantly above Westpac's forecast of 1.0%, marking the first increase in a year. Residential building rebounded strongly and is expected to continue rising into 2027, while…
MUFG's Asia FX Weekly report highlights key catalysts for Asian currencies, including China's mixed economic data, US CPI ahead of the FOMC, and expectations for gradual CNY appreciation. The report also covers various Asian currencies such as KRW, INR, VND,…
MUFG notes that USD/JPY selling has accelerated amid shifting momentum, with expectations of faster BoJ hikes and potential GPIF allocation changes supporting a more sustained yen recovery. The bank recommends a new short EUR/JPY trade and has closed its long…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
According to MUFG's Asia Macro Notebook for September 2026, August PMIs across Asia indicate a broadening growth momentum, driven by technology and AI-related demand, while China's recovery remains uneven with continued weakness in services, construction, and…