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 4 August 2026 highlights a strong rebound in US equities driven by easing geopolitical tensions and lower oil prices, robust US manufacturing data, and mixed global PMIs. The report also covers Indonesia's improving…
Invesco argues that recent market volatility, particularly in tech and AI-related stocks, represents a healthy consolidation within a structural bull market rather than a fundamental deterioration. The firm counters concerns over AI overinvestment, noting…
OCBC Research's August 3, 2026 report highlights that China's weak July PMI data—manufacturing at 49.2 and services at 49.3—reinforces the case for more policy support, though the focus remains on implementation rather than acceleration. Hong Kong's economy…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 3 August 2026 Research Monitor (August) Key Themes 1. July reinforced that markets are being driven less by growth optimism than by policy uncertainty and…
OCBC Research's Daily Treasury Outlook highlights a mixed global risk tone with hopes of a US-Iran deal, a rebound in US equities despite Fed uncertainty, rising long-end Treasury yields, and diverging regional economic data across Asia. Key forecasts include…
PIMCO remains constructive on U.S. credit markets, viewing the U.S. as a preferred investment destination despite potential headwinds. The firm highlights attractive yields and resilient fundamentals, favoring selective risk-taking in corporate credit with a…
UBS CIO maintains a constructive outlook, expecting robust earnings growth to drive global equities higher, disinflation to keep the Fed on hold for the rest of 2026, and quality fixed income and commodities to serve as portfolio diversifiers.
MUFG's July 2026 US Economic Brief assesses the housing market, noting sluggish home sales due to affordability constraints despite moderating price appreciation. Existing home prices remain near record highs, while new home prices decline. Affordability…
Nomura argues that despite rising AI-related layoff announcements and survey concerns, hard US labor market data show minimal broad disruption. Employment and wages in AI-exposed sectors remain resilient, with layoffs broad-based rather than concentrated. AI…
RBC Economics forecasts a modest recovery for Canada and the U.S. through 2027, with subdued growth and gradually easing inflation.
Apollo introduces 'Athene: In Context', a video series aimed at explaining guaranteed lifetime income, its backing, and its relevance to American retirees. The series addresses misconceptions about private equity ownership, clarifies affiliated versus related…
Standard Chartered's commodities outlook for 2026 highlights a break from traditional correlations, with safe-haven demand and geopolitical risks driving divergent performance. Gold is expected to continue its rally due to central bank buying, ETF inflows,…
Geopolitical risks and doubts over AI-driven expansion are reducing the economic impact of monetary easing. This interview with Edward Lee, Chief Economist and Head of FX, ASEAN & South Asia, was written by Elisa Valenta and originally published in The…
Global growth is set to hold steady in 2026 amidst elevated risks. How will key shifts shape growth drivers? Eric Robertsen Global Head of Research, Chief Strategist This article was originally published in The Business Times. Global growth had defied…
While we expect global economic growth to slow from 3.5 per cent in 2022 to 2.7 per cent in 2023, we see some significant cross-currents emerging beneath the surface of this broader slowdown. They will continue to rock the economic boat and…