Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
EVs, including plug-in hybrids, reached a record 25.8% of Australian new car sales in H1 2026, up from 12.1%, with 157,957 units sold. The national EV fleet grew to about 612,000 by end-June. Model choice rose to 196, and public charging locations jumped…
Commonwealth Bank will raise variable home loan rates by 0.25% per annum, matching the RBA's 0.25% cash rate increase. The changes take effect 9 October 2026. CBA cites persistent inflation and global uncertainty as drivers of broader economic pressure. The…
Australia's annual CPI inflation rose to 4.0% in August from 3.5% in July, driven by housing (+5.7%) and transport (+5.6%), with automotive fuel up 14.8% in the month. Trimmed mean inflation held at 3.6% for a third month. The data followed the RBA's 25bp…
China's official manufacturing PMI rose to 50.1 in September, the first expansion in three months and in line with consensus. The non-manufacturing PMI unexpectedly returned to 50.2 versus 49.2 expected. Production hit a 2026 high of 51.7, while price…
US data softened: Conference Board consumer confidence fell 6.7 points to 81.9, its lowest in over a decade, and August JOLTS openings dropped to 7.08m from 7.34m. NY Fed's Williams saw no urgency to tighten, cutting implied odds of another hike next meeting…
As of 29 September 2026, Iran awaited a formal US response through Qatar; no agreement was announced. Trump publicly rejected Iran's seven-day proposal on 26 September, while Tehran said no rejection came through official channels and refused to soften terms.…
Westpac expects Australian Q4 2025 GDP growth to receive a modest 0.2ppt contribution from non-farm private inventories, which fell 0.1%qtr versus a flat forecast, while sales volumes rose 0.6%qtr across eleven of fourteen industries. Headline company gross…
Barclays Research's Q4 2026 Global Outlook argues that despite headwinds such as oil above $100, renewed geopolitical tensions, higher interest rates and rising bond yields, the foundations of global growth remain intact. Strong corporate earnings, an…
UOB projects the US economy stays resilient but bifurcated into 2027, with the Fed on hold through 2026 and cuts resuming only in 2027; a September hike remains a live risk. Fiscal deficits near 6% of GDP and debt above US$40tn keep long-end UST yields…
New York Fed President Williams' less hawkish remarks (one more hike 'late this year', no urgency) helped pull US 2-year yields about 5bp lower to 4.88% and trim October hike odds, though Barr and Musalem stayed hawkish. August job openings fell to 7.1mn (vs…
The dollar index reached 101.61, close to June's 101.80 year-to-date high, before New York Fed President Williams pushed back against an October hike, saying there is "no need for urgency." Markets pared October hike pricing to about 12bp from 18bp. Williams…
BNP Paribas data as of 25 September 2026 show Brent at $104.26, gold at $4,280/oz, and US 10-year Treasury yield at 5.16%. EUR/USD at 1.14, USD/JPY at 157.17. Yields rose across most maturities, with 1-week changes positive for 2Y and 5Y but negative for 10Y.…
Advanced economies showed broad September strength. Eurozone composite PMI reached 53.1, its highest since April 2023, with services output prices at 56.1 spreading the energy shock. Germany's composite rose to 53.8 and Ifo hit 89.9; France returned to…
The UK government's pension triple-lock reform and absence of inflationary policies reduce the tail risk of a Labour-driven inflation spiral, a positive for gilts. However, US rates and energy prices remain the dominant drivers, keeping sterling rates…
This Scotiabank Economics calendar lists October 2026 release dates for the US, Canada, eurozone, UK and Japan. Highlights include FOMC and Bank of Canada meetings alongside the ECB, plus US CPI, eurozone CPI and GDP, and Canada GDP, CPI and jobs. The…
UBS CIO argues that elevated policy rates and sticky inflation favor hedge funds, which posted positive cumulative returns in every Fed tightening cycle since 1994 while global bonds fell about 12% in the last cycle. Higher stock dispersion (implied vol ~2.5x…
Intesa Sanpaolo expects Italy's GDP to grow 0.9% in 2026 and 0.8% in 2027, with the unemployment rate revised to 5.5% in 2026 and 5.4% in 2027. Services and exports drive activity, but productivity stagnates and structural gaps persist. Exports surprised on…
US consumer confidence fell to 81.9 in September, a 12-year low and below every consensus forecast. Yet spending persists because high-income households, holding 70% of household wealth and accounting for 40-60% of spending, keep consuming. The low-hire,…
State Street applies an emissions attribution framework to three indexes over December 2022 to December 2025. Index WACI fell 47.1% for S&P Developed LargeMidCap, 28.8% for S&P Emerging LargeMidCap and 21.9% for Bloomberg Global Aggregate Corporate. The…
Manufacturing and construction hiring has accelerated since late 2025 after cyclical payrolls fell 0.5% over 2024-2025. Regional Fed manufacturing employment surveys have trended higher since an October 2025 trough, suggesting job market breadth should…