Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
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…
Gold has come under renewed pressure over the past two weeks amid rising US Treasury yields, hawkish comments from Federal Reserve Chair Kevin Warsh, and stronger-than-expected US payroll data. Following a 15% gain in the first three weeks of August, gold…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
The world is struggling to make enough diesel fuel to meet demand, pushing U.S. diesel exports to a record high and driving up costs for businesses and consumers at home. The oil-supply shock created by the closure of the Strait of Hormuz…
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%…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 HUNGARY Why low Hungarian inflation is unlikely to lead to an immediate rate cut As expected, inflation has started to increase again in Hungary. While the…
Report | 8 September 2026 1 THINK Economic and financial analysis Report | 8 September 2026 CREDIT US Dollar Credit Supply: Strongest corporate supply seen in August August issuance reached a record US$116bn, surpassing the previous high set in 2020 The…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
Article | 8 September 2026 1 THINK Economic and financial analysis Article | 8 September 2026 FX RATES September ECB Cheat Sheet: Pick your poison The ECB must decide which risk is the lesser evil: overtightening (and potentially upsetting European bonds) or…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 TAIWAN Taiwan’s inflation miss adds uncertainty to our September rate hike call Taiwan s inflation came in below expectations in August, easing to 2.04% year-on-year and…
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…
Persistent inflation, shifting Federal Reserve expectations and attractive front-end yields continue to shape opportunities for USD cash investors. August began with the market slowly believing we might be on hold, perhaps for the rest of the year. Inflation…
Summary: The JPY rally enters its fifth day in the most persistent broad strengthening move in at least a year. There may be more strength to come for the yen before more significant two-way price action develops. Elsewhere, the broader USD status…
Commonwealth Bank expects the RBA to hike interest rates one final time in November to 4.60%, citing persistent inflation and structural economic challenges. Australia's economy is slowing, but underlying inflation remains above target due to supply shocks,…
The yen's sharp rally against the dollar is driven by hawkish BoJ expectations and potential GPIF changes, exacerbated by thin US holiday liquidity. While the move appears overdone, near-term risks of further carry trade unwinding make it dangerous to fade.…
The Japanese yen extended its rebound, pushing USD/JPY below 153.00 for the first time since February, driven by technical breaks, hawkish BoJ repricing, and supportive domestic data. The MoF confirmed record intervention, and the US appears to have pressured…
Copper hit a record high on tight supply and US tariff expectations, while the yen strengthened sharply for a fifth day. Oil held near USD 98 as Hormuz tensions persisted, and gold stayed above USD 4,400. US markets were closed for Labor Day, and European…
USD/JPY broke below 155, driven by a combination of US Treasury Secretary Bessent's comments urging Japan to shift from reflationary policies, growing BOJ rate hike expectations, revived speculation about GPIF asset allocation changes, and a softening of Fed…
OCBC's daily treasury outlook highlights key market movements and data releases. Geopolitical tensions between the US and Iran have driven Brent crude to a six-week high, while a potential Iran-Oman accord eased some concerns. The Japanese yen strengthened…
UBS CIO revises its Fed forecast to two rate hikes in 2026 (September and December) following strong August payrolls and hawkish signals, while maintaining a constructive view on equities and adjusting bond and currency strategies.