Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Standard Chartered argues that structural bond market pressures—rising term premia from fiscal deficits, populism, and Fed opacity—are not being fully expressed in yields due to Treasury buybacks and financial repression. The adjustment is instead happening…
A member of MUFG, a global financial group Central Bank View 2026 Jackson Hole Fed Preview: A pitstop on the path to no hikes… MUFG Securities, Inc & MUFG Bank, Ltd. August 27, 2026 US Desk Strategy | Global Markets Americas Central…
State Street analyzes the shift in the AI investment cycle from an earnings-driven story to one increasingly shaped by balance sheet considerations, financing costs, and macroeconomic risks. The report highlights widening credit spreads for hyperscalers,…
ING Research assesses the US Treasury's long-end buyback program and its impact on the 10-year Treasury yield. The report sees the buyback as a tactical curb, not a game-changer, with underlying pressures from issuance and productivity-driven corporates…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
Fixed Income Commentary August 20, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 JSDA bond transaction data by investor category (July 2026) (original Japanese report issued on August 20, 2026) Key points ■ Medium-term JGBs: Major domestic…
OCBC Research's Daily Treasury Outlook highlights a global bond rout pushing long-dated Treasury yields to multi-decade highs, triggering a sharp selloff in US equities, particularly technology and semiconductor stocks. Geopolitical tensions between the US…
Westpac expects the US dollar to weaken gradually against major currencies through 2028, driven by structural fiscal headwinds and a narrowing US growth advantage, while the yen remains weak until late-2026 and Asian currencies, including the Singapore dollar…
OCBC's Daily Treasury Outlook for 17 Aug 2026 highlights a retreat in US equities from record highs amid geopolitical uncertainty and softer consumer data. US retail sales fell 0.6% MoM in July, the largest decline in 14 months, while core retail sales…
Fixed Income Commentary August 17, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Intriguing RV graphs: Lessons from Europe on what follows behind-the-curve concerns (original Japanese report issued on August 17, 2026) Key points ■ We examine path…
1 Fixed Income Commentary - Japan Economic & Financial Weekly August 17, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly 】 Will fears of BoJ falling behind the curve start to retreat? (original Japanese report…
MUFG's economic calendar for Japan (August 14, 2026) forecasts key indicators: Q2 2026 GDP annualized at +2.3% (above consensus), core CPI at +1.7% YoY, and a trade deficit of -JPY513.8bn. MUFG expects core-core CPI to edge up for the first time in nine…
1 Q&A Report: Ask MUMSS! August 13, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly Special Issue 】 Q&A report: Ask MUMSS! (original Japanese report issued on Augst 12, 2026, Q5 issued on August 6, 2026)…
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.…
Invesco's global market strategist argues that despite dramatic headlines on oil, inflation, Fed policy, tech consolidation, and Japan, the broader market backdrop remains constructive. The report emphasizes that these disruptions are unlikely to change the…
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…
In July, global equities were flat to slightly higher as markets rotated from high-growth AI/tech names into value sectors like energy and financials. Commodities surged on Middle East tensions, with Brent oil briefly above $100. Bond yields rose on inflation…
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…