Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
OCBC Research's daily treasury outlook for 26 August 2026 highlights a rebound in US equities supported by falling Treasury yields and lower oil prices, amid ongoing trade tensions and geopolitical risks. Key data points include weaker US new-home sales and…
OCBC's Daily Treasury Outlook highlights mixed global markets amid US sanctions on Iran and new tariffs, with tech-led equity declines and a stronger dollar. Gold rallies above $4,680/oz, while Brent settles near $92/bbl. The PBOC's liquidity operations…
The dollar starts the week firm, supported by the bond market, but faces downside risks from escalating US-Canada trade tensions and potential US-China trade conflict. EUR/USD is likely to stabilize rather than rally above 1.170, with fair value just below…
Westpac's weekly report notes the recent rise in bond yields, driven by multiple factors rather than a single catalyst, and discusses its implications for confidence. The report also previews upcoming Australian and New Zealand economic data, including RBA…
OCBC's Daily Treasury Outlook highlights a tense market environment with rising UST yields, geopolitical risks, and mixed economic data. The report covers key central bank meetings, inflation data, and corporate earnings, providing insights on FX, rates, and…
Westpac argues that the recent rise in long-dated global bond yields reflects both structural factors (higher government deficits, AI investment boom, aging populations) and cyclical factors (data center construction), and expects longer-dated yields to…
Westpac reports that Australia's July labour force survey was softer than expected, with employment falling by 15,800 and unemployment rising to 4.5%, though partly due to rounding. The broader trend indicates gradual labour market cooling, with employment…
Westpac's NZ Weekly Economic Insight highlights persistent diesel price pressures on firms and rising dairy returns due to El Niño supply concerns.
OCBC Research notes renewed inflation concerns from higher energy prices weighed on global equities, with US indices down and Brent above USD93/bbl. US data showed strong Philly Fed manufacturing and a positive LEI six-month growth rate, while Japan CPI rose…
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
OCBC Research's Daily Treasury Outlook highlights a global bond rout pushing long-dated Treasury yields to multi-decade highs, triggering a sharp selloff in US equities, particularly technology and semiconductor stocks. Geopolitical tensions between the US…
Westpac's Consumer Sentiment Index rose 6% in August, driven by improved clarity on rates and finances among mortgage holders after the RBA meeting. Housing sentiment improved but remains below average.
OCBC Research's Daily Treasury Outlook for 18 Aug 2026 highlights a risk-off session in US equities due to geopolitical tensions and higher oil prices, with the S&P 500 declining 0.5%. Singapore's NODX surged 24.2% YoY in July, driven by a 112% jump in…
Westpac's weekly report covers the RBA holding the cash rate at 4.35% and narrowing the risk of future hikes, alongside mixed economic data across Australia and New Zealand. Key insights include a stable consumer sentiment, moderate wage growth, and political…
Westpac's Card Tracker Index reached a new high of 159.6, with quarterly growth momentum strengthening to 1.1-1.5%, driven by discretionary spending, particularly holiday travel. The bank forecasts Australian consumption growth of 1.6% in 2026, with upside…
Westpac expects the US dollar to weaken gradually against major currencies through 2028, driven by structural fiscal headwinds and a narrowing US growth advantage, while the yen remains weak until late-2026 and Asian currencies, including the Singapore dollar…
OCBC's Daily Treasury Outlook for 17 Aug 2026 highlights a retreat in US equities from record highs amid geopolitical uncertainty and softer consumer data. US retail sales fell 0.6% MoM in July, the largest decline in 14 months, while core retail sales…
The UK economy showed resilience in Q2 2026 with GDP growth of 0.4% Q/Q, supported by strong investment and services, but MUFG expects a slowdown in H2 due to fiscal speculation and rising inflation, projecting 1.2% average growth for 2026. The BoE is…
OCBC Research expects the US Fed to hold rates in September following soft inflation data, with the S&P 500 hitting record highs. Oil prices declined, easing inflation concerns, while geopolitical risks persist. Core producer prices remain elevated,…