Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
Natixis assesses the US dual mandate in August 2026, noting a clear cooling in the labor market with July nonfarm payrolls at -23k and unemployment at 4.1%, while inflation is easing gradually with headline CPI at 0.07% m/m and core at 0.22% m/m. The Fed is…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…
Standard Chartered's report examines the growing role of stablecoins in institutional finance, highlighting their potential in cross-border payments, treasury, and liquidity management. It notes that stablecoins could rise from less than 1% of cross-border…
Westpac's weekly report notes that Australian rate hike odds have risen but are not yet odds-on, with the RBNZ decision and domestic data (Q2 GDP, private credit, dwelling approvals) in focus. The report emphasizes a 'short duration nation' theme and the need…
OCBC Research's Daily Treasury Outlook for 31 August 2026 highlights a hawkish Fed stance, with increased probability of a September rate hike, and key economic data releases ahead, including US CPI and nonfarm payrolls. The report also covers regional…
Westpac's latest Economic Overview indicates a recovering New Zealand economy following a pause during the Iran war, with growth expected to strengthen and broaden beyond the external sector. Persistent high inflation has shifted the RBNZ to a tightening…
Westpac's new Economic Overview presents a more optimistic view of the New Zealand economy, with strengthening growth expected. The report highlights key themes of improving economic conditions and a positive outlook, though specific forecasts and data are…
Westpac IQ's report 'Short duration nation' argues that Australia's financial system is structurally biased toward short-duration assets and floating-rate mortgages, unlike the US's 30-year fixed-rate mortgage model. This is due to tax incentives, APRA's…
Natixis expects Colombia's 2026 GDP growth at 2.8% and 2027 at 2.9%, boosted by reconstruction after the August 2026 earthquake. Inflation is forecast at 6.6% in 2026, above target, with risks from El Niño. Fiscal deficit is seen widening to 7.2% of GDP in…
Westpac does not view the strong July CPI print as sufficient evidence to fully price in an RBA rate hike, maintaining that a November hike is plausible but not the base case.
ING Think's report assesses the Eurozone and UK economic outlook six months into the Iran War, arguing that inflation has remained contained and that markets have overpriced additional rate hikes. It expects the ECB to hike once in September but sees further…
OCBC Daily Treasury Outlook highlights a tech-led rally in US equities boosted by Nvidia's strong guidance, while oil prices rose on geopolitical tensions with Iran. Central bank speakers at Jackson Hole maintained a cautious inflation stance. BSP hiked rates…
Chile's unemployment rate rose to 9.5% in the three months to July, above consensus, with job losses driven by weather disruptions and structural weaknesses. Employment posted its first annual decline in over five years, reflecting deterioration across…
Markets are awaiting Fed Chair Warsh's speech at Jackson Hole, with uncertainty over whether he will provide near-term guidance or focus on broader themes. Canada's Q2 GDP is expected to show strong growth, potentially the fastest in the G7. Eurozone…
Citi's report reviews the latest developments in EU and UK financial services regulation, focusing on digital finance, including the digital euro and digital pound projects, stablecoin regimes, crypto-asset regulation, fund tokenisation, AI, cybersecurity,…
Intesa Sanpaolo expects the dollar to consolidate in the near term but sees a structurally weaker dollar over the medium term, with the yen having the best appreciation potential among major currencies if BoJ normalization continues and yield differentials…
Westpac's weekly analysis highlights an upside surprise in Australian July CPI, prompting an assessment of RBA policy risks, while solid household spending and mixed investment data precede Q2 GDP. Offshore, US consumer resilience contrasts with weak housing…
OCBC's Daily Treasury Outlook notes that US July CPI/PCE data came in hotter than expected, reviving rate-hike speculation and pushing Treasury yields higher. Nvidia's strong FY2028 revenue guidance supports the tech/AI upcycle in Asia. Geopolitical…
Westpac expects the RBA to keep rates on hold through the remainder of the year despite a hotter-than-expected July CPI, which increased the risk of a November hike. Underlying inflation remains above target, but softer labour market and wage outcomes reduce…