Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Higher oil prices and US yields above 5.2% are deepening Asian FX divergence. Brent stayed above $100/bbl while the dollar index rose to about 101.1, a negative terms-of-trade shock for Asia's oil importers. Asia currencies remain above Q1 2025 lows, helped…
Asia FX faces a tougher external backdrop as elevated Brent crude and high global yields reinforce each other; the spot-over-front-month Brent premium has risen to about US$18/bbl from a negative spread in early September, and the US 10-year yield is above…
Global monetary conditions are tightening except in China, with elevated U.S. long-term yields and less offshore dollar support from the Gulf and China. Despite increased risk in the Gulf, crude flows through Hormuz have adapted but remain below pre-war…
Scotiabank's week-ahead preview sees September US nonfarm payrolls at 75k with unemployment steady at 4.1%, fading August's 162k as weather, local-government education and leisure hiring reverse. Canada's July GDP is tracked near +0.1% m/m with Q3 around 2%…
MUFG warns that a tougher external backdrop—higher US Treasury yields and Brent above $100/bbl—leaves Asia FX with a narrow path. The next US payrolls report is the key catalyst; consensus expects 100k jobs and unemployment at 4.1%. MUFG keeps a bias for…
The dollar rally looks stretched after DXY broke above 101.0 on strong US PMIs, higher oil and soft risk sentiment; absent upside US data surprises, ING expects a correction toward 100-100.5. EUR/USD's break below 1.140 is stretched undervaluation, with…
Brent dropped below $99/bbl and WTI traded near $89/bbl, extending a six-session losing streak with cumulative losses above 9.5%. The sell-off followed the restart of Saudi Arabia's 7m b/d East-West pipeline, signs of US-Iran diplomatic progress, and an…
Global financial conditions are tightening as inflation rises and most central banks raise rates, with the PBOC as the exception. Hong Kong retains a major liquidity pool, with IPO fundraising rebounding since 2025 and HIBOR below SOFR. China's RMB usage in…
OCBC argues China faces two structurally different external pressures ahead of the 24 September Trump-Xi meeting. The US track stays episodic and deal-driven, with a possible US$30bn reciprocal tariff cut and US LNG purchases under discussion before the 10…
The Fed raised its target range by 25bp to 3.75-4.00% with all 12 voters backing the move on elevated inflation, and the September dot plot lifted the 2026 median to 4.1% from 3.8%. The BOJ raised its policy target to 1.25% with seven in favour and two…
OCBC's daily outlook flags a hawkish Fed after a unanimous 25bp hike, with the 10-year UST near 5.00% and markets pricing two more hikes by year-end. Focus shifts to the 24 September Trump-Xi talks, where a framework to cut tariffs on about $30bn of goods and…
The FOMC delivered a unanimous 25bp hike, lifting the federal funds rate to 3.75%-4.00%. Policymakers cited resilient household spending, business investment and job growth, revising the median dot to 4.1% for end-2026 and end-2027, with PCE at 3.7% and core…
GLOBAL ECONOMICS 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…
MUFG expects the September FOMC and BOJ meetings to reinforce a more differentiated Asia FX environment amid Brent above $100/bbl. With the Fed on hold and elevated US yields, a 25bps BOJ hike would tighten global liquidity and risk unwinding yen-funded carry…
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 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…
Scotiabank Economics maintains its June forecast with Canada's growth expected at 0.9% in 2026 and 2.2% in 2027, while the Bank of Canada is likely to raise rates twice late this year. The US GDP growth forecast is 2.0% for 2026 and 1.9% for 2027, with the…
Scotiabank Economics expects the upcoming week to feature escalation risks in the Canada-US tariff war, with Canada imposing retaliatory tariffs on C$28 billion of US imports, while Canada pivots toward attracting C$1 trillion in investments over five years.…
MUFG's Asia FX Weekly report highlights key catalysts for Asian currencies, including China's mixed economic data, US CPI ahead of the FOMC, and expectations for gradual CNY appreciation. The report also covers various Asian currencies such as KRW, INR, VND,…
UBS CIO discusses the recent rise in global bond yields and its complex impact on currencies, highlighting that not all high yields support currencies. They favor NOK, NZD, GBP, and CNY for their attractive carry and fiscal foundations, expect EURUSD to move…