Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
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.…
The eurozone economy remains resilient despite the energy shock, with moderate growth expected. The ECB is likely to raise rates in September, and further hikes are possible. Risks include inflationary pressures and French fiscal concerns.
ING expects the Federal Reserve to hike rates on 16 September, with the ECB also set to raise rates in September as an 'insurance' move; the Bank of England likely to hold with rate cuts in 2027, and the Bank of Japan to hike by 25bp to 1.25% in September…
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…
Danske Bank maintains a constructive global growth view despite energy-driven headwinds, expecting AI investment to support activity for at least a year. Central bank paths diverge: ECB keeps rates at 2.50% through 2027, Fed hikes twice; FX and bond forecasts…
ING believes global long-end bond yields are under persistent upward pressure despite appearing fair in absolute terms. Key drivers include a slow Bank of Japan pushing 30-year JGB yields to 4.2%, US fiscal deficits with the 10-year Treasury yield near 5%,…
ING's debt sustainability dashboard assesses fiscal health across developed markets amid rising bond yields, highlighting that high debt ratios alone are misleading. Key findings include the US, UK, and France needing austerity to stabilize debt, while…
Natixis analyzes the digital euro's impact on European banks, seeing it as a sovereignty project with contained financial risks but significant strategic challenges. The ECB's holding limits and other safeguards limit deposit outflows, thus preserving bank…
Turkish inflation continued its gradual decline in August 2026, with annual CPI easing to 31.5% from 31.8%, helped by benign food prices and a tightly managed lira. However, core and services inflation remain elevated, and oil price volatility poses key…
Natixis outlines that Germany's September 2026 regional elections in Saxony-Anhalt, Berlin, and Mecklenburg-Western Pomerania could see the far-right AfD make historic gains, possibly leading a state government for the first time. While such an outcome would…
Intesa Sanpaolo expects the ECB to raise its deposit rate by 25 basis points to 2.50% at the September 2026 meeting, given persistent above-target inflation and energy shock risks. The bank sees the rate rise as likely the last in the cycle under its baseline…
ING maintains a bullish medium-term view on the US dollar, citing higher front-end rates and rising energy prices, with near-term upside risks remaining. The report notes intervention fears in USD/JPY after a sharp yen move, hawkish expectations for the ECB…
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…
MUFG's JPY Monthly report for September 2026 highlights the impact of coordinated Japan-US FX intervention (JPY15.4tn since late July) in containing yen weakness, with markets now expecting a BOJ rate hike in September (over 90% priced in) partly due to US…
MUFG Research notes the yen's strength as BoJ rate hike expectations build, particularly after Takata's speech hinting at larger hikes. MUFG doubts hikes larger than 25bps but sees 100bps over 12 months as plausible. The bank highlights USD/JPY downside risks…
MUFG recommends buying the ATDBCN EUR 3.901 2033 senior bond, citing its rich yield, cheap valuation relative to its own issuer curve and peers, and strong fundamentals of Alimentation Couche-Tard. They expect up to 0.9pt of relative upside over the next…
Fixed Income Commentary September 3, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Differences of opinion among central bank policymakers and implications for term premia (original Japanese report issued on September 3, 2026) Key points ■ Recent…
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…
ING believes the dollar is poised to strengthen further due to a hawkish Federal Reserve under Chair Kevin Warsh, supported by rising energy prices. The Fed is expected to hike rates in September, which will likely overshadow fiscal concerns. Key levels and…