Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
SMBC expects the FOMC to raise the fed funds target range by 25bp to 3.75–4.00% at next week's meeting, as firm data and persistent inflation convince Chair Warsh to reassert the Fed's price-stability commitment. Ten-year yields have backed up about 25bp…
The options market underpriced the week almost everywhere: by the final session the Nasdaq 100 fund had used 91% of its expected band, gold 99% and the bitcoin fund 97%, while the S&P 500 spent 161% and closed below its lower bound. Premium was bid for a…
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 Bank of Japan is widely expected to raise its policy rate by 25bp to 1.25% at its 18 September meeting, with markets nearly pricing in another 25bp hike by year-end. Short-dated JPY rates have surged since July, partly driven by US Treasury FX…
Standard Chartered's Transaction Banking insight argues that the next phase of finance will be defined by orchestration rather than speed. As payments, trade, digital assets and agentic AI multiply into a network of networks, banks that act as…
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…
The Czech National Bank is expected to keep its policy rate unchanged at 3.75% on 17 September, with the board comfortable that monetary conditions remain mildly restrictive. Attention is shifting to November, when a fresh staff forecast is due and headline…
Romanian headline CPI eased to 6.2% year-on-year in August 2026, reversing July's upside surprise and undershooting consensus. Softer food and non-food inflation, driven by seasonal declines in vegetables and fresh fruit and by a more-than-4% monthly fall in…
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…
Brent crude has surged above USD 107/b and WTI trades near USD 102/b as Houthi advances toward the Bab al-Mandeb Strait compound existing threats to Saudi and wider Gulf exports, with Riyadh's August output falling 1.9mb/d to 6.24mb/d, the lowest since 1990.…
Oil's spike above USD 100 following escalating Middle East supply disruptions and a Saudi production slump to 6.23 million b/d pushed global bond yields to multi-decade highs, with the 10-year US Treasury approaching 5% and the 2-year at a cycle high above…
Energy prices, not the ECB's widely anticipated hike, are driving rates markets. With Brent above US$100/bbl, the EUR front-end fully discounts three more ECB hikes to a 3.25% deposit rate by mid-2027, and the 10-year Bund yield has topped 3.5% for the first…
ING expects the Bank of Japan to raise its policy rate by 25bp to 1.25% on Friday, with two more hikes to 1.75% by April 2027. Taiwan's CBC decision is a coin flip between a 12.5bp hike and a hold. China's August activity data should show industrial…
Busier Canadian data releases in the coming week will be led by August’s inflation report on Monday, when we expect headline Consumer Price Index growth to hold at 3% year-over-year. Energy price growth is still elevated, but little changed from July.…