Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Commerzbank CEO Bettina Orlopp concedes UniCredit effectively won the two-year takeover battle, with UniCredit set to hold 49% once approvals come through. She now seeks constructive dialogue and rejects talk of failure, citing the shares' rise from €13 in…
Citi outlines On-Behalf-Of (OBO) payment structures within In-house Bank strategies, where an entity centrally processes payments for majority-owned affiliates. Potential benefits include centralized control, fewer bank accounts, better cash visibility and…
The Xi-Trump Washington summit reinforced high-level dialogue but delivered limited breakthroughs. The key market outcome, announced before the summit, was a two-month extension of the US-China trade truce beyond its November expiry, removing near-term…
Trump and Xi met in Washington on 24 September 2026 and extended the US–China trade truce by two months to 10 January 2027, lowering near-term escalation risk. No detailed tariff cuts or firm commitments on rare earths and advanced chips emerged. Soybean…
Scotiabank's week-ahead preview sees September US nonfarm payrolls at 75k with unemployment steady at 4.1%, fading August's 162k as weather, local-government education and leisure hiring reverse. Canada's July GDP is tracked near +0.1% m/m with Q3 around 2%…
A Westpac survey of 92 clients shows 79% expect a 25bp OCR hike at the September 2026 RBNZ meeting, with market pricing at 90%. 64% anticipate a 3% year-end projection, while 55% see the OCR actually reaching 3%, with views skewed lower. Responses are split…
MUFG warns that a tougher external backdrop—higher US Treasury yields and Brent above $100/bbl—leaves Asia FX with a narrow path. The next US payrolls report is the key catalyst; consensus expects 100k jobs and unemployment at 4.1%. MUFG keeps a bias for…
The yen is the top performer after Japan's Finance Minister Katayama said President Trump expressed concern over yen weakness, while Growth Minister Kiuchi noted the communication that rate hikes are on the radar. US Treasury yields fell modestly, tightly…
US Treasury yields extended their selloff, with 2s10s steepening about 6bp, and Brent rose another 3.4% on Middle East geopolitical risk, keeping the external backdrop difficult for Asia FX. DXY advanced 0.2% to 101.285, with THB (-0.7%) and IDR (-0.6%)…
MUFG flags contagion risk after the 2-year UST yield jumped 72bp in 21 days, the largest such move since March 2023. Forced selling by fast money could trigger liquidation of profitable AI equity and FX carry positions. The dollar has modestly retraced as…
Australia's August employment rose 39.5k but a 0.2ppt participation rebound lifted unemployment to 4.6%, keeping gradual labour-market easing intact. Westpac sees RBA supply assumptions as too weak. The BoJ hiked 25bp to 1.25% and may reach 1.5% by mid-2027.…
Markets were subdued as oil and bond yields rose. Houthi missile attacks on Saudi Red Sea oil facilities pushed Brent to $107/bbl and WTI to $94.72, outweighing hints of a US-Iran phased deal. The US-China trade truce was extended to January 2027 during Xi's…
Banxico left its policy rate at 6.50% for a third straight meeting, unanimously, as expected. It kept its call that inflation converges to the 3.0% target in Q4-2027, cutting short-term headline forecasts but raising core. The board stressed that policy…
US 10yr Treasury yields extended their overshoot toward 5.25-5.5%, driven mainly by higher real yields rather than inflation expectations, which remain contained. Weak 5yr and 7yr auctions added momentum, pushing yields above 5.1% and near 5.2%. Bearish…
Westpac's NZ Weekly Economic Insight examines the trend of rising global interest rates and questions whether New Zealand rates should follow them higher. The note does not present specific forecasts or targets, instead framing the debate around the…
SMBC's US Rates Strategy Daily argues that cyclical-sector payrolls, which fell in 2024 and 2025, are now accelerating, pointing to a brighter labor market and growth outlook. The firm says this stabilization, alongside median wage growth realigning with…
Natixis reviews Q3-26 transportation credit. BMW's June China profit warning triggered an auto earnings reset; VW added 50,000 job cuts plus four German plant closures, and warned of about €10bn negative impact. Renault won a Moody's upgrade to investment…
Mexico's headline inflation rose to 3.42% y/y in the first half of September, above the 3.38% consensus and up from 3.26% in the prior fortnight, driven by the non-core component (2.17% y/y). Core inflation eased to 3.79% y/y. Separately, economic activity…
Bitcoin has recovered roughly 37% since mid-August and IBIT has taken in about USD 3.76bn over that period, yet the options market is pricing implied volatility of 37.4% against 45.5% realised over 20 sessions, with an IV rank near 11.9. Saxo examines two…
US senators and governors have proposed banning diesel exports to relieve farmers. Due to legal delegation, President Trump could enact such a ban without further Congressional action. The US exports 1.0–1.5 mb/d, much to Latin America. Mexico, Chile, and…