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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…
Intesa Sanpaolo forecasts Spain's 2026 government gross issuance at EUR 289 Bn and net issuance at EUR 59 Bn, with total redemptions of EUR 230 Bn. Bonos & Obligaciones account for EUR 165 Bn of gross issuance, Letras EUR 116 Bn, and Bonos-ei EUR 8 Bn. The…
Video: Why yields are rising and what it means for the dollar (4 mins)Video: Four reasons to take a closer look at Taiwanese equities (5 mins) Rhetoric from Federal Reserve officials has become increasingly hawkish in recent weeks. Fed Chair Kevin Warsh's…
Canada’s economic calendar will be quiet next week after a recent run of data pointed to a gradually improving domestic backdrop. Economic activity rebounded through the second quarter, supported by stronger household spending and business investment, while…
SMBC's US Rates Strategy Weekly for September 4, 2026, forecasts that 10-year Treasury yields may have peaked in the near term at 4.80%-5.00%, with attractive levels likely to attract demand. It expects August CPI to rise 0.3% m/m (3.3% y/y) and core CPI at…
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…
Commerzbank expects the ECB to raise its deposit rate by 25 basis points at the September 2026 meeting, bringing it to 2.50%, following clear signals from Governing Council members and full market pricing. The report likely discusses the extent of future rate…
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.
Danske Bank expects the ECB to raise rates by 25bp to 2.50% in September, with Lagarde avoiding forward guidance. The bank forecasts rates to stay at 2.50% through 2027, viewing market expectations of higher peaks as excessive. They anticipate mixed staff…
MUFG's Middle East Daily (Sep 4, 2026) reports Brent near $96/b and WTI near $92/b on renewed US-Iran hostilities and Hormuz disruption risks, with Brent up over 7% on the week and ~60% YTD. Gold steadied around $4,480/oz after rising 2% as Fed rate hike…
The MUFG report highlights a widening growth divergence between Germany and France in the euro area, with Germany's economy showing resilience and upward revisions while France stagnates amid political uncertainty. The ECB is expected to hike rates by 25bp to…
The August US jobs report showed a stronger-than-expected increase in nonfarm payrolls, which has raised the likelihood of a September Federal Reserve rate hike, but the final decision depends on next week's inflation data.
ING argues that Fed Chair Kevin Warsh's hawkish inflation narrative, based on the distribution of price increases, is misleading. The analysis highlights that the concerning chart is driven by goods prices, largely due to tariffs, which are now reversing. It…
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.…
Saxo Bank reports that the commodity sector is heading towards a record weekly closing high, driven by energy scarcity amid geopolitical tensions and supply constraints. While energy leads gains, precious metals rebound on rate fears easing, and agriculture…
Danske Bank raises its 2026 US GDP forecast to 2.1% and keeps 2027 at 1.8%, while trimming inflation forecasts. It expects two Fed rate hikes in December and March, supporting a stronger USD and EUR/USD moving lower to 1.12 over 12 months.
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%.
For August 2026, OCBC Research observes that Asian and US high-yield (HY) credit outperformed investment-grade (IG), driven by resilient fundamentals, low defaults, and spread compression. Record US IG issuance and elevated volatility at the long end of the…
Natixis assesses Asian currencies using PPP and BEER models, finding JPY, KRW, IDR, INR undervalued and AUD overvalued. It highlights policy-driven misalignments and potential corrections.