Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
ING raises its energy price forecasts due to the ongoing US-Iran stalemate, expecting Brent to average $80/bbl in Q4 2026, up from $74/bbl previously. The report highlights acute diesel tightness from Persian Gulf and Russian supply disruptions, and…
UBS CIO maintains a positive equity outlook, reinforced by strong AI infrastructure demand evidenced by Broadcom and NVIDIA results. The bank recommends broadening equity participation beyond mega-cap tech into semiconductors, hardware, power, utilities, and…
Danske Bank's September 2026 Nordic Outlook highlights a resilient global economy despite higher energy prices from the Iran war, with AI-related investments providing a counterbalance. The euro area shows stronger-than-expected growth, prompting upward…
Danske Bank maintains a constructive global growth view despite energy-driven headwinds, expecting AI investment to support activity for at least a year. Central bank paths diverge: ECB keeps rates at 2.50% through 2027, Fed hikes twice; FX and bond forecasts…
ING believes global long-end bond yields are under persistent upward pressure despite appearing fair in absolute terms. Key drivers include a slow Bank of Japan pushing 30-year JGB yields to 4.2%, US fiscal deficits with the 10-year Treasury yield near 5%,…
ING's September 2026 report highlights that despite a series of shocks, the global economy has remained resilient. Key adjustments include higher oil and gas forecasts, a 4.90% US 10-year yield forecast, expectations of a September Fed rate hike, a final…
ING's debt sustainability dashboard assesses fiscal health across developed markets amid rising bond yields, highlighting that high debt ratios alone are misleading. Key findings include the US, UK, and France needing austerity to stabilize debt, while…
The global economy has remained resilient despite numerous shocks this summer, but a new risk has emerged from the bond market sell-off. ING believes that while higher policy rates are cyclical, high government debt is structural. Key forecasts include…
Schroders raises equity exposure, particularly in US equities and technology, following a July selloff, while cutting duration and maintaining a cautious stance on credit. The fund increased its equity weight from 35% to 37.4% delta-adjusted, added 1% to both…
OCBC Research's Daily Credit Snapshot reports stabilizing risk sentiment with US equities up, oil prices down despite Middle East tensions, and mixed US labor data. Credit spreads showed slight widening in investment grade and tightening in high yield. The…
The Trump Administration's expansion of most-favored nation (MFN) pricing agreements to 26 pharmaceutical manufacturers is reshaping the global pharma industry by attracting investment into the US while not significantly lowering prices for American patients.…
Intesa Sanpaolo expects the ECB to raise its deposit rate by 25 basis points to 2.50% at the September 2026 meeting, given persistent above-target inflation and energy shock risks. The bank sees the rate rise as likely the last in the cycle under its baseline…
ING maintains a bullish medium-term view on the US dollar, citing higher front-end rates and rising energy prices, with near-term upside risks remaining. The report notes intervention fears in USD/JPY after a sharp yen move, hawkish expectations for the ECB…
ING argues that the eurozone's decades-old export-led growth model is eroding due to a fundamentally changed external environment: the energy crisis, rising Chinese competition, and politicized trade. The eurozone faces a choice between rebalancing toward…
Westpac IQ's September 2026 report highlights persistent high energy prices due to the US-Iran conflict, pushing goods inflation higher without significant second-round effects, and a tightening bias among central banks. Australian GDP grew 0.4% qtr in Q2 but…
Commonwealth Bank highlights a structural shift in global bond markets, with long-term yields at multi-decade highs due to higher expected average interest rates, rising government debt, and reversed deflationary forces. The US 10-year Treasury yield near…
Saxo Bank's Market Quick Take for September 3, 2026, highlights a rebound in shares and bonds as oil prices steadied. Key themes include cooling US job growth, persistent inflation concerns, a rebound in tech stocks, a strong yen rally, and steadying crude…
Westpac's report on Australia's trade in goods for July highlights a narrowing trade surplus to $1.9bn, with exports falling due to gold declines and imports easing, while noting underlying trends in data centre investment and EV sales that may influence…
Westpac IQ's September 2026 Agriculture Report highlights a resilient Australian farm sector with farm GVA growth upgraded to 0.9% for 2026, driven by stronger crop production and robust livestock output. Commodity prices are expected to rise, with the…
Risk sentiment stabilized with US equities closing higher, while oil prices dipped despite geopolitical tensions. OCBC highlights continued Singapore growth momentum with upgraded MAS SPF forecasts, and notes softer US labor data with reduced Fed rate hike…