Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Westpac's weekly report covers the RBA holding the cash rate at 4.35% and narrowing the risk of future hikes, alongside mixed economic data across Australia and New Zealand. Key insights include a stable consumer sentiment, moderate wage growth, and political…
The report highlights that US equities slipped amid pre-CPI caution and the Strait of Hormuz impasse, with small-business surveys showing a tight labor market but no renewed inflationary pressure. The RBA held rates but maintained a hawkish tone, while…
OCBC Research's Daily Treasury Outlook for 11 August 2026 highlights that geopolitical tensions in the Middle East, particularly around the Strait of Hormuz, have driven Brent crude up 5% to $87.72/bbl, reviving inflation concerns ahead of the US CPI release.…
Schroders' July commentary highlights the re-closure of the Strait of Hormuz and its impact on oil prices, creating a stagflationary trade-off for central banks. They maintain modest front-end duration (1-2 years), favoring Australia, Europe, and UK short-end…
Schroders' July commentary argues that bond markets have stopped trusting central bank guidance, with the Fed's hold despite hawkish dissent being read as jawboning rather than action, while the RBA's soft inflation data suggests its tightening cycle is…
Schroders' July 2026 commentary analyzes the AI-driven semiconductor selloff, attributing it to stretched positioning, rising bond yields, and AI profitability concerns. The fund turned cautious early, then bought the dip, increasing equity, credit, and…
Schroders' July commentary on the Australian equity market highlights strength driven by banks and commodities, but warns of low earnings growth outside resource stocks, high valuations, and a lack of productivity improvements. The firm recommends a defensive…
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…