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ASX Australian Investor Study 2026 shows 22% of on-exchange investors aged 18-29 began with an ETF, level with property and just behind listed shares (26%). ETF holders rose from 1.35m in 2020 to 2.82m in 2026. Among 950,000 intending investors, 33% expect to…
ING argues the US 10-year Treasury yield should stay above 5.00% and move back toward 5.25%, with a possible overshoot to 5.25–5.5% that could last into Q1 2027. Firm retail sales, low jobless claims and high PPI, plus no fiscal deficit action, support higher…
Westpac's weekly NZ review flags soft housing data and revised 2027 forecasts showing higher inflation with more moderate growth. The exchange rate has been weak, and Westpac now expects NZD/AUD to plumb new cycle lows, making trans-Tasman travel more…
High oil prices lift Canada's aggregate purchasing power while squeezing households. Real GDP rose 1.1% year-over-year in Q2, but real GDI climbed 3.1% as terms of trade added about $12 billion per quarter. Gains concentrate in oil-producing regions:…
September producer prices rose 1.3% m/m and core PPI 0.7% m/m, both more than double consensus, while headline retail sales gained 0.8% versus 0.3% expected. SMBC tracks 3.4% QoQar real PCE growth (revised up 0.1pp) and 4.0% Q3 GDP. Despite Fed pushback on an…
PIMCO argues the AI infrastructure boom is not just a US story: announced capex by large US tech firms exceeds $1 trillion for 2026, with roughly $1.5 trillion more forecast thereafter, driving global supply chains and other economies. AI investment added…
Schwab argues that market drops and bear markets are unavoidable, so behavior matters more than forecasting. Investors who build portfolios matched to their time horizon and both financial and emotional risk tolerance when markets are calm are less likely to…
Long-end yields have calmed after recent multi-decade highs, but ING sees at least one more leg of weakness that could push the US 10-year yield into a 5.25-5.5% range, with jitters possibly extending into Q1 2027. Drivers include fiscal issuance pressure,…
September US headline inflation rose 0.6% m/m and core 0.3%, with the annual core rate at 2.6%. UBS CIO still expects only two more Fed hikes (December, March), not the roughly 3.5 markets price. It raised its end-December 10-year Treasury yield forecast to…
ING argues EUR/USD will remain in a 1.10-1.15 range over the next three to six months, as a hawkish Fed and ECB repricing tied to French fiscal concerns keep real rate differentials at their widest since 2022. Neither driver looks set to reverse soon. A…
ING now expects the Bank of England to hike rates in November and February, driven by elevated natural gas prices and a brief CPI peak above 4% in early 2027. The hikes are framed as insurance, with cuts possible by late 2027 if second-round effects remain…
ING's base case for CIS-4 rates and currencies stays constructive and domestically driven. Kazakhstan and Uzbekistan can ease cautiously as inflation slows, the tenge up 11% and soum 2%; Azerbaijan holds at 6.50%; Armenia, the hawkish outlier, may hike again.…
The National Bank of Hungary is expected to keep its base rate unchanged on 20 October, as inflation remains benign (headline 1.6% YoY, core 1.9% YoY) but uncertainty over the unpublished 2027 budget and global risk sentiment favors caution. Governor Varga…
ING expects eurozone growth to moderate after a solid third quarter, with 2026 average growth of 1.0% and 1.2% in 2027 assuming energy prices normalise. HICP inflation rose to 3.8% in September, with underlying at 2.5%, and is likely to end 2026 above 4%…
Asia's economy stays supported by a robust AI investment cycle, though momentum is moderating and benefits remain concentrated in semiconductors. Inflation is broadening across most of Asia, with core pressures firming in Taiwan, Singapore and the…
This PIMCO content hub indexes strategist Lotfi Karoui's credit commentary. It flags that direct lending's borrower-friendly terms may be shifting after years of abundant capital and competition, notes direct lending defaults have risen markedly since 2022…
Sovereign bonds are rallying while equities waver, with Treasury yields down 6–10bps in a bull flattener and the US 10-year 22bps below its peak ten days ago. The article questions whether this is a durable rotation into bonds or a brief hiccup. It previews…
Standard Chartered argues Asia's local-currency bond markets are opening a new low-cost funding channel for sovereign, supranational and agency issuers. In H1 2026, CNH issuance rose 82% to CNY317bn and HKD issuance 112% to HKD362bn, rivalling G3 issuance of…
Higher bond yields normally lift bank earnings via wider net interest margins, yet in September 2026 the global financial sector underperformed global equities even as the US 10-year yield hit a 19-year high. Standard Chartered sees this weakness as an…
France's fiscal troubles and widening spreads have raised the question of whether the ECB could use its Transmission Protection Instrument. The bar for TPI activation remains high: it would at minimum require France's budget to be fully adopted, and early…