Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
• Global economy forecast to grow 2.5% in 2026 despite the energy price shock • US gross domestic product growth forecast at 2.8% in 2026, with three 25 basis point Federal Reserve rate hikes expected • China growth forecast at 4.5% in…
• Sovereign 30-year yields have reached their highest levels since the Global Financial Crisis in many countries • Markets expect the Federal Funds rate to rise to around 4.25% over the next year • Global spending on artificial intelligence, net zero, defence…
Summary: The market took almost all the premium out of Wednesday and stacked it onto Friday’s inflation print. Underneath a quiet index, single names moved double digits in both directions. MARKET REGIME: LOW VOL BULL | VIX 15.72 | TERM STRUCTURE: CONTANGO…
1 Q&A Report: Ask MUMSS! September 9, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly Special Issue 】 Q&A report: Ask MUMSS! (original Japanese report issued on September 9, 2026) Investment Research Division ≪JGB…
1 9th September 2026 JPY strengthens in anticipation of policy changes in Japan 9 th September 2026 USD/JPY: Scott Bessent fuels speculation over policy shift to support JPY The yen has continued to strengthen overnight resulting in USD/JPY falling back…
1 Asia FX Talk │9 September 2026 Asia FX Talk A keen eye on Japanese Yen strength 9 September 2026 Market Highlights The focus in our part of the world is still on the ongoing strength in the Japanese Yen, while also…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 8 September 2026 Daily Credit Snapshot Market Commentary • The US market was closed on Monday for the Labor Day holiday. Market moves were exacerbated…
Summary: The JPY rally enters its fifth day in the most persistent broad strengthening move in at least a year. There may be more strength to come for the yen before more significant two-way price action develops. Elsewhere, the broader USD status…
The yen's sharp rally against the dollar is driven by hawkish BoJ expectations and potential GPIF changes, exacerbated by thin US holiday liquidity. While the move appears overdone, near-term risks of further carry trade unwinding make it dangerous to fade.…
The Japanese yen extended its rebound, pushing USD/JPY below 153.00 for the first time since February, driven by technical breaks, hawkish BoJ repricing, and supportive domestic data. The MoF confirmed record intervention, and the US appears to have pressured…
OCBC's daily treasury outlook highlights key market movements and data releases. Geopolitical tensions between the US and Iran have driven Brent crude to a six-week high, while a potential Iran-Oman accord eased some concerns. The Japanese yen strengthened…
MUFG's Asia FX Talk highlights the yen's strengthening below 154 per dollar, its strongest since February, driven by positioning adjustments and BOJ tightening expectations. The report discusses Asian FX divergence, favoring KRW and TWD while cautioning on…
Declining correlations, rising tracking error, and greater country-level dispersion suggest international markets are delivering increasingly distinct outcomes from US equities. While global equity markets still share a common equity beta, their return paths…
Saxo Bank's options brief for September 7, 2026, highlights a market regime characterized by low volatility and bullish sentiment, with the VIX at 14.53 and a contango term structure. Key developments include a strong payrolls report shifting Fed rate hike…
ING expects a single Fed rate hike in September 2026, delaying but not cancelling a cyclical dollar decline projected for spring 2027. EUR/USD is forecast to end 2026 around 1.16, with USD/JPY likely trading in a 155-160 range near term. High yielders and…
ING's September 2026 G10 FX outlook sees the dollar's downtrend delayed by an expected 25bp Fed hike on 16 September, prompting a cut in the year-end EUR/USD forecast. EUR/USD is expected to stay subdued until spring when US inflation approaches 2%. USD/JPY…
BNP Paribas' weekly economic review highlights accelerating eurozone inflation leading to a likely ECB rate hike, robust US payrolls boosting Fed hike odds, hawkish BOJ signals firming the yen, and mixed global manufacturing with strong services in Europe.…