Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Danske Bank has revised up its euro area growth forecasts for 2026 and 2027, citing stronger manufacturing, AI-related demand, and fiscal stimulus. Inflation remains energy-driven, and the ECB is expected to hike once more in September to a deposit rate of…
Natixis introduces 'programmable sovereignty' and 'coordinated specialisation' as responses to the N-2 problem in AI, where only the US and China achieve full-stack sovereignty. The report argues that N-2 states should pool governance and hard-stack…
North Asian currencies, led by the Korean won, have strengthened significantly, though USD/KRW may struggle to sustain sub-1350 levels. The Chinese yuan continues a steady appreciation, while the Indonesian rupiah and Philippine peso face depreciation risks.…
OCBC's weekly macro views highlight escalating US-Iran tensions impacting oil markets, a strong US jobs report limiting USD downside, and several Asia-Pacific macro developments including Singapore's upward GDP revisions from the MAS SPF, resilient Australian…
UBS CIO expects 30-year US Treasury yields to stabilize around current levels after reaching multi-decade highs, driven by Fed uncertainty, AI-related debt issuance, fiscal pressures, and price-sensitive buyers. They maintain a preference for…
MUFG's JPY Weekly analyzes the sharp yen appreciation against the dollar, driven by expectations of BOJ rate hikes and dovish Fed commentary. The report presents a forecast range of 153.00–158.00 for USD/JPY, highlighting the potential for further downside if…
MUFG's Asia FX Talk notes the dollar's firmness after stronger US August jobs data, with markets pricing a 60%+ chance of a September Fed hike. However, doubts persist on sustained dollar gains amid political pressure. Regional FX resilience may be tested,…
MUFG's FX Daily Snapshot for September 7, 2026, analyzes the US dollar's strength following a stronger-than-expected August nonfarm payrolls report, which has lifted the dollar index to near its 200-day moving average. The report highlights that the upcoming…
1 Fixed Income Commentary - Japan Economic & Financial Weekly September 7, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly 】 Outlook for 10-year JGB yield’s test of 3% level (original Japanese report issued on…
1 07 September 2026 Middle East Daily 07 September 2026 COMMODITIES / ENERGY Oil rises as US-Iran tanker attacks renew Hormuz supply risks. Oil advanced as escalating US-Iran attacks on tankers and I ran’s threat to establish a new restricted maritime zone…
European Macro │07 September 2026 FX Daily Snapshot ECB Preview: Moving to the next phase 07 September 2026 • The ECB is set to raise the deposit rate to 2.50% this week, taking policy to the upper end of its estimated neutral…
Westpac expects the RBNZ to keep the OCR unchanged in October before hiking by 25bp in December, with the OCR peaking at 3.28% by end-2029 and reaching 4% by September 2027. Inflation remains elevated, and the NZD is seen consolidating with a year-end target…
Westpac's latest Australia & NZ Weekly report discusses the Q2 2026 national accounts, which were seen as an 'inkblot test' with hawkish and dovish interpretations. Westpac expects the RBNZ to pause in October and hike in December, with a peak of 4.00% by…
TD Economics' September 11, 2026 weekly review describes a market backdrop dominated by a deepening global bond selloff and a renewed energy shock. WTI crude briefly breached $100/bbl for the first time in four months amid periodic U.S.-Iran tensions over the…
Scotiabank Economics maintains its June forecast with Canada's growth expected at 0.9% in 2026 and 2.2% in 2027, while the Bank of Canada is likely to raise rates twice late this year. The US GDP growth forecast is 2.0% for 2026 and 1.9% for 2027, with the…
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.…
J.P. Morgan assesses the structural threats to U.S. dollar dominance, concluding that de-dollarization is limited so far, but geopolitical shifts and diversification into gold and other currencies could accelerate a move toward a multipolar monetary system.
Scotiabank Economics questions the credibility of the August 2026 nonfarm payrolls report, attributing the upside surprise to an abrupt and unexplained shift in the seasonal adjustment (SA) factor. The bank notes that using prior-year SA factors would have…
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…