Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
MUFG reports the dollar index consolidating just above 102 ahead of Wednesday's US September CPI, with the 2-year Treasury yield down about 20bp from its 29th September peak after softer PCE and NFP data. The rate market prices roughly 5bp of Fed hikes this…
The US dollar index stayed firm near 102.20 despite softer University of Michigan sentiment (46.3) and higher one-year inflation expectations (4.7%). Strong 10-year and 30-year Treasury auctions capped long-end yields. India and Taiwan saw foreign equity…
MUFG's Japan economic calendar previews the week of October 12, 2026, with September CGPI expected at +7.5% YoY versus consensus +7.6%, after +7.6% in August. M3 money stock is forecast at +1.2% YoY, with broadly-defined liquidity at +4.4%. August machinery…
The UAE economy contracted 2.1% y/y in Q2 2026, the first decline since the pandemic, despite 0.4% H1 growth. Oil, manufacturing, logistics, hospitality and trade drove the fall, while financial services grew double digits. PMI has recovered above 55 but…
Oil retreated as Trump signalled a Russia-Ukraine "energy ceasefire" and proposed direct US diesel imports from Russia, with Brent down 1.1% to USD 103.60/b and WTI at USD 90/b. Middle East risk stayed elevated after a Strait of Hormuz tanker attack and…
Westpac NZ argues higher fuel costs, a weaker NZD and a soft housing market have shifted the near-term outlook. Annual CPI is expected to dip to 3.7% in September before rising to a three-year high of 4.2% by December, half a point above Westpac's prior…
Westpac's Australia and NZ Weekly argues that statistical revisions — to US PCE inflation, UK productivity and Canadian population — show measurement is imperfect and warrant humility in policy pronouncements. Australian data showed consumer sentiment down…
Scotiabank's Global Week Ahead frames the coming week around US inflation data, the start of Q3 earnings season and central bank communications at the IMF/IIF Annual Meetings in Bangkok. The bank argues the Bank of Canada should fade jobs data and concentrate…
MUFG's October 2026 outlook sees an AI-driven investment boom of at least $400bn above pre-AI trend, heavily concentrated in computer equipment with annual growth near 80%, yet broad demand growth remains only 2.5–3.5%, like the shallow post-GFC expansion.…
SMBC's October 2026 outlook sees real GDP growth decelerating from 2.6% Q4/Q4 in 2026 to 1.7% in 2027, with quarterly growth slowing from 3.9% in Q3 2026 to 1.6-1.7% through 2027. Core PCE inflation is projected to ease from 3.1% Q4/Q4 in 2026 to 2.3% in…
Banxico's September minutes showed a unanimous hold at 6.50%, with a dovish tilt: three members saw room for a cut on November 5, while two urged caution. Headline inflation rose to 3.42% y/y, core eased to 3.79%, but services inflation stayed sticky at…
Canada lost 68.3k jobs in September, far worse than the 10k consensus gain. Scotiabank dismisses the report as a statistical anomaly, citing a small sample, supply-side factors (sick workers, school transition), and implausible public sector losses. The…
Schwab expects the Fed to raise rates only modestly, with a base case of two more hikes followed by a pause, since today's inflation is driven largely by supply constraints rather than excess demand. The AI capex boom supports growth and earnings, potentially…
TD Economics' October 9, 2026 weekly review flags the September CPI report (Oct 14) as the key event, with consensus at 3.6% y/y headline and 2.5% y/y core. Oil traded in a $88-93/bbl WTI range as markets weighed Hormuz flows, Middle East tensions and…
China's growth momentum has improved, as composite PMIs from NBS and RatingDog returned to expansion in September for the first time since June, supported by fiscal measures after Q1 underdelivery. The construction PMI rebounded 3.4 points from a…
The global economy stays resilient despite a renewed energy shock that hits Europe harder than the US, with AI, defence and energy-transition capex driving near-trend growth. Inflation remains elevated, keeping the ECB, Fed and BoE hawkish; ABN AMRO expects…
Climate shocks are increasingly disrupting supply chains, yet financing for resilience lags. Banks can broaden their toolkit through sustainable finance, tailored trade and tech finance, and blended finance. Corporates with proactive resilience strategies…
US consumer sentiment fell to 46.3 in October from 48.1, with current conditions dropping to a record-low 44.7, dragged by high motor fuel costs, weak wage growth and job-security worries. Yet spending holds up because top-income households drive about 40-60%…
August PCE revisions cut core inflation by 0.36pp, bringing it closer to target, with three-month annualised momentum near 2%. Payrolls rose just 29k but hiring broadened across sectors and unemployment rose partly on higher participation. GDP growth was…
ABN AMRO raised its 2026 Dutch GDP growth forecast to 1.5% from 1.3%, after H1-26 growth of 0.3% in Q1 and 0.6% q/q in Q2 beat estimates, driven by domestic demand and AI-related exports. The 2027 forecast stays at 1.1%. CPI inflation is seen at 3.2% in 2026…