Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
On 17 September the Bank of England held Bank Rate at 3.75% by a 6–3 vote, but several hold voters said the case for tightening was building. The Bank expects inflation near 3.75% in Q4 and slightly above 4% in early 2027, driven by energy. August CPI rose to…
The ECB raised all three policy rates by 25bp in September, taking the deposit rate to 2.50%, citing persistent inflation and stronger growth. Euro area inflation was 3.2% y/y with core at 2.4%, while the composite PMI rose to 53.1. Money markets now price…
Natixis's September 2026 US dual mandate snapshot: August payrolls rebounded 162k, broadly based, erasing earlier soft prints, while unemployment held at 4.1%. Core CPI rose 0.3% m/m and headline 0.4% m/m. Because most policymakers already saw labor as near…
The S&P 500 fell 0.25% while its equal-weight version dropped 0.75%, a three-to-one gap. Implied correlation held at 11.17, above 72 of 85 stored sessions, and dispersion eased to 36.25, below median. Rate volatility set a third straight high, MOVE up 3.61%…
The Eurosystem is advancing the retail digital euro alongside the Pontes and Appia projects to keep central bank money relevant as payments digitalise and cash use declines. Two safeguards aim to limit disintermediation: a maximum holding balance, with some…
Czech industrial PMI edged down to 53.5 in September but stayed in expansion, with output and new orders rising on domestic and export demand. Job creation was the fastest since April 2022, easing unemployment concerns. Input costs rose on energy and…
France's 2027 draft budget targets a 5% deficit via €43bn of measures, but debt still rises to 121.7% of GDP in 2027. A modified budget passed via Article 49.3 is the likely path after difficult negotiations. The 10-year OAT-Bund spread has topped 130bp and…
EURUSD hit new one-year lows, driven mainly by broad USD strength, while the euro has only begun to reflect Eurozone sovereign stress. The France-Germany 10-year yield spread widened above 130bp from roughly 85bp in early September. French 10-year yields…
Bulgaria's economy grew 2.8% year-on-year in H1 2026, powered by private consumption and investment, but imports surged while exports fell, leaving net exports as a drag. ING forecasts 2.9% growth in 2026 and 2.3% in 2027. Inflation is expected to average…
The US dollar has gained 1.0-2.4% against major currencies since 17 September, driven by widening interest-rate differentials in favour of the US. EUR/USD fell over 3% from 1.17 to below its 24 June low of 1.1325, with next support at 1.10. Markets price…
Standard Chartered's Sundeep Gantori argues that the September selloff in semiconductors, driven by calls to pace frontier AI development, was quickly reversed as consumer AI and agentic capabilities refocused attention on adoption. He points to a USD 1.7…
The DXY dollar index is testing the year's highs near 101.80 as firm US activity data and ADP payroll signals keep Fed tightening expectations intact, despite a softer August PCE print. EUR/USD is at the year's lows, vulnerable to a deeper French OAT-Bund…
Oil softened with NYMEX WTI under $90/bbl as Saudi Yanbu loadings resumed and EIA reported a 922k-barrel US crude build, versus a 455k-barrel draw expected. Gasoline and distillate stocks fell 1.68m and 2.25m barrels. LME copper rose a third month on tight…
Global markets in late September 2026 show a synchronized hawkish pivot: the FOMC, ECB and BoJ have all hiked rates, pushing UST 10Y to a 2026 high of 5.24%, mostly from higher real yields. OCBC adds a 25bp Fed hike in 4Q2026, one BoE hike by year-end, two…
Standard Chartered maps the Egypt-Japan corridor as a manufacturing, logistics and clean energy story. Egypt's Suez Canal Economic Zone attracted 117 new projects worth over USD7bn in 2025, while Nissan committed USD45m to vehicle production in 2026. Egypt…
US August core PCE was softer than expected (0.2% MoM, 3.0% YoY) on lower revisions, annualizing at 2.0%, though German September inflation hit a two-year high of 3.3%. US 2-10 yield curve steepened to 40bp as 10-year yields touched post-GFC highs above…
Brent held near USD 98/b and WTI around USD 90/b as traders questioned whether the Middle East supply recovery can be sustained. Regional crude flows have returned close to pre-war levels, with roughly 23mb/d leaving the Middle East over the past week through…
ABN AMRO raises its 2026 Dutch house price forecast to 3.8% from 3%, but cuts 2027 to 2.5% from 4% as two more ECB rate hikes lift mortgage rates. Transactions forecasts shift to -0.5% for 2026 and -5.5% for 2027. Cooling is led by Amsterdam, while rural…
Nevi Dutch Manufacturing PMI rose from 53.8 to 55.6 in September, with output at its best since January 2022. Demand keeps growing despite the Iran war and high energy prices, helped by AI and defence spending, a stronger Eurozone, German buyers and chip…
CBA analysis sees Australia's rental market staying tight near term: the national vacancy rate is about 1.8%, below the 2015-2019 average of roughly 2.8%, and advertised rents across the eight capital cities are rising 5.7% year-on-year. Slower population…