Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Europe's energy transition faces three linked challenges: high costs, climate change and geopolitical vulnerability from imported fossil fuels. Five levers—lower demand, electrification, renewables, grid balancing and diversified imports—are advancing but too…
Romania's potential GDP growth has fallen to about 2.0% from 3.5%-3.75% before the pandemic, ING estimates, with actual GDP contracting in 2026 and growth around 2.2% in 2027-2028. A large investment cycle — public investment exceptionally high, gross fixed…
Eurostat's final estimate puts euro area headline HICP at 3.25% yoy in August, up from 2.94% in July, with core easing to 2.40% from 2.48%. Energy jumped to 14.28% yoy, contributing 1.30 pp, mainly liquid fuels at 1.04 pp, while services slowed to 3.03% yoy…
The ECB delivered a second 25bp rate hike and Intesa Sanpaolo expects a pause until at least December, given its below-ECB inflation projections and limited second-round effects, though risks are one-sided to the upside. Attention now shifts to next week's…
Natixis estimates euro area R-star at 2.2%, marginally below the ECB deposit rate of 2.5%, implying a only modestly restrictive policy stance. The report argues that real interest rates and R-star share common global drivers - productivity, demographics, the…
The 14-18 September 2026 calendar is dominated by three G10 central bank decisions: the FOMC is expected to leave the target fed funds rate unchanged at 3.50%-3.75%, the Bank of England is forecast to hold Bank Rate at 3.75%, and the Bank of Japan is expected…
Natixis reviews the ECB's September 10, 2026 decision to keep its three key policy rates unchanged at 2.50%, 2.65% and 2.90%, a move widely expected and likely unanimous. The accompanying staff projections revised headline inflation to 3.0% in 2026, 2.5% in…
Intesa Sanpaolo argues that the war in Iran has caused a smaller-than-expected global crude deficit because non-OPEC supply, demand destruction, and strategic reserve releases have offset lost Hormuz flows, while Europe's gas crisis deepens due to low…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 The hidden cost of Europe’s preference for deposits A common perception of European savers is that they are highly risk averse, keeping most of their savings…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 How Europe can turn its investment gap into an opportunity European households are saving more than they did before the pandemic, but how they save matters.…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 GERMANY Inflation is back in Germany, but this time companies are footing the bill Inflation is rising again, but this is not 2022. Weak demand and…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 Europe’s super-savers: Myth, measurement or new reality? European households are known for their high savings ratios and prudent consumption habits. The gap with the…
Macro Rapid Response Macro Based on information available up to 07 September 2026 Please read carefully the important disclosures at the end of this publication. Eurozone GDP: an Ireland-induced revision In Q2, GDP growth in the euro area was revised up by…
Danske Bank has revised up its euro area growth forecasts for 2026 and 2027, citing stronger manufacturing, AI-related demand, and fiscal stimulus. Inflation remains energy-driven, and the ECB is expected to hike once more in September to a deposit rate of…
OCBC's weekly macro views highlight escalating US-Iran tensions impacting oil markets, a strong US jobs report limiting USD downside, and several Asia-Pacific macro developments including Singapore's upward GDP revisions from the MAS SPF, resilient Australian…
Natixis expects the ECB to hike all three key rates by 25bp at the September 10 meeting, bringing the deposit facility to 2.50%, and then hold rates steady through end-2027, conditional on easing Middle East tensions and no second-round inflation effects. The…
Scotiabank Economics' September 3, 2026 Daily Points report highlights rising oil prices due to US-Iran conflict, expectations for US and Canadian jobs reports, a mild hawkish hold by Bank Negara Malaysia, and Swiss franc strength on better GDP and CPI data.…
Danske Bank's September 2026 Nordic Outlook highlights a resilient global economy despite higher energy prices from the Iran war, with AI-related investments providing a counterbalance. The euro area shows stronger-than-expected growth, prompting upward…
ING argues that the eurozone's decades-old export-led growth model is eroding due to a fundamentally changed external environment: the energy crisis, rising Chinese competition, and politicized trade. The eurozone faces a choice between rebalancing toward…
Important disclosures and certifications are contained from page 9 of this report. https://research.danskebank.com Macro Research • Economic activity has proved more resilient than expected over the summer despite negative supply shocks from higher energy…