409 structured institutional reports.
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…
Turkish August CPI came in slightly below market expectations, but disinflation remains gradual. Core inflation ticked up, while food inflation was benign. The CBT's managed exchange rate policy supports disinflation, but oil price risks persist. The CBT is…
ING THINK reports that the Trump administration's expansion of most-favoured nation (MFN) pricing deals will have limited direct impact on US drug prices but will significantly accelerate pharmaceutical manufacturing investment in the US, while Europe faces…
Standard Chartered highlights a K-shaped transition in China, recommending selective exposure to AI, power, and electrification themes in equities, while favoring China government bonds as portfolio diversifiers. The bank maintains an Overweight stance on…
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…
Nomura's newly introduced Chip Shortage Index (CSI) signals that the current semiconductor shortage-driven upswing, with elevated chip prices, can persist through 2027 and beyond, reshaping business cycles in the AI era.
ING expects the dollar to remain supported, with risks tilted to the upside, while USD/JPY may stay bid on a likely Fed hike. EUR/USD is seen returning to the 1.150-1.155 range. CAD gains may fade despite a hawkish BoC. EUR/CZK expected to move toward 24.150.…
The report argues that the external environment supporting the eurozone's export-led growth model has fundamentally changed, requiring a shift towards a new growth model. It explores two main paths: a domestically-driven model and a reinvented export model,…
Westpac IQ notes that unresolved US-Iran conflict keeps energy prices high and volatile, pushing goods inflation higher but with little second-round effects. Central banks retain tightening bias but are unlikely to significantly raise rates due to the energy…
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…
Danske Bank / Nordic Outlook 1 Parenteser er tidligere prognose (fra juni 2026) *Slutningen af perioden Kilde: Danske Bank, Danmarks Statistik, Nationalbanken BNP vækst Inflation Ledighed Indskuds- bevisrente* 3,5% 1,9% 2,9% 1,60% 2025 4,0% (3,7%) 1,5% (1,5%)…
Westpac has upgraded its 2026 farm GVA outlook to growth of 0.9% from a contraction of 0.8%, citing stronger crop and resilient livestock production. The commodity price index is expected to rise 6.3% in 2026 before falling in 2027. Agricultural export…
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…
The global economy shows resilience despite geopolitical uncertainty and rising energy prices. The Fed is expected to cut rates in December, while the ECB may hike precautionarily. Swedish GDP growth is revised up to 2.7% in 2026. The Riksbank is expected to…
Natixis expects the August nonfarm payrolls report to show weak job growth of 25k, below consensus, with the unemployment rate ticking up to 4.2% as participation normalizes. The labor market is stable but with underlying softness, and while inflation remains…
SEB's Sustainable Finance Outlook discusses EU ETS reform impacts on heavy industry, construction, and real estate, projecting carbon prices of EUR 180-270/t by 2040 that could raise steel and cement costs and affect building margins, while sustainable bond…
Hong Kong's entrepot role is shifting from distributing Chinese-made goods to sourcing foreign goods for China, driven by AI-related semiconductor demand. Chinese-origin re-exports fell from 61% to 40% of total, while foreign-origin rose to 60%.
Natixis argues that global AI will not split into two clean blocs but will fracture asymmetrically: hardware and infrastructure (chips, lithography, memory) will bifurcate between the U.S. and China, while the software/model layer remains porous due to open…