Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank's daily note argues that the August US CPI release could determine whether the FOMC hikes in September, with Scotia's house estimate for core CPI at 0.3% m/m versus consensus of 0.2%. The desk interprets the recent oil-driven price pressure as a…
Apollo argues US manufacturing has fallen from about 28% of GDP in the 1950s to roughly 9% today, leaving fragile supply chains. Reindustrialization is now a bipartisan priority, backed by the Bipartisan Infrastructure Law, the Inflation Reduction Act, and…
Natixis estimates euro area R-star at 2.2%, marginally below the ECB deposit rate of 2.5%, implying a only modestly restrictive policy stance. The report argues that real interest rates and R-star share common global drivers - productivity, demographics, the…
US Rates Strategy Joseph Abate September 9, 2026 joseph.abate@smbcnikko-si.com 1 212 893-1592 Is r* rising? Rising Federal debt and AI might push the economy’s long -run neutral rate, r*, higher after it has declined for 50y. Current r* estimates are between…
US Rates Strategy Daily September 9, 2026 Troy Ludtka, US Economics troy.ludtka@smbcnikko-si.com 1 212-224-5483 Early Signs of Q3 Inventory Restocking Firms have been reticent to import goods ever since the Liberation Day tariffs were unveiled in April 2025.…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 Europe’s super-savers: Myth, measurement or new reality? European households are known for their high savings ratios and prudent consumption habits. The gap with the…
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…
Housing Boom-Bust Revisited: Demand Shock Deepens Troy Ludtka Senior US Economist SMBC Nikko Securities (212)-224-5483 Troy.Ludtka@smbcnikko-si.com September 2026 1 House Views Home prices are likely to underperform the rate of inflation due to a dearth of…
Oil prices have remained below their April high, energy flows have recovered, and supply chains have adapted — suggesting energy concerns may be more manageable than headlines imply. A 10-year Treasury yield near 4.75% appeared less alarming alongside 6.6%…
Investment Bank Impact Series 15 The global energy race Barclays Research believes markets may be underestimating the scale of the impact of the next energy demand cycle. 2 3 Foreword Welcome to the fifteenth edition of the Impact Series from Barclays…
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.…
Danske Bank raises its 2026 US GDP forecast to 2.1% and keeps 2027 at 1.8%, while trimming inflation forecasts. It expects two Fed rate hikes in December and March, supporting a stronger USD and EUR/USD moving lower to 1.12 over 12 months.
For August 2026, OCBC Research observes that Asian and US high-yield (HY) credit outperformed investment-grade (IG), driven by resilient fundamentals, low defaults, and spread compression. Record US IG issuance and elevated volatility at the long end of the…
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
SMBC expects core PCE inflation to remain elevated near 3.3% YoY in July, and notes the Fed's preferred inflation metrics are unlikely to fully ease policy concerns given sticky disinflation. The bank also details a causal chain where real income leads…
Scotiabank Economics reports that Canadian exports fell 2.3% in July 2026, ending five consecutive monthly gains, largely due to volatile gold and oil prices which have since rebounded. Exports to the US declined 6.6% m/m but rose 11% y/y, while the share of…
SMBC expects the Fed to hike rates in September and December 2026, reversing all 2025 cuts by spring 2027, amid above-target PCE inflation and solid growth. They foresee a flatter yield curve due to a hawkish Fed and Treasury buybacks. AI capex is booming but…
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…
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…