Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
SMBC's US Rates Strategy Weekly for September 4, 2026, forecasts that 10-year Treasury yields may have peaked in the near term at 4.80%-5.00%, with attractive levels likely to attract demand. It expects August CPI to rise 0.3% m/m (3.3% y/y) and core CPI at…
Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
TD Economics notes a complicated outlook for Canada and nervous bond markets in the US, with the BoC holding at 2.25% but signaling hawkish risks from oil, while the Fed faces a close call on September rates amid strong data and rising yields.
MUFG's Middle East Daily (Sep 4, 2026) reports Brent near $96/b and WTI near $92/b on renewed US-Iran hostilities and Hormuz disruption risks, with Brent up over 7% on the week and ~60% YTD. Gold steadied around $4,480/oz after rising 2% as Fed rate hike…
The August US jobs report showed a stronger-than-expected increase in nonfarm payrolls, which has raised the likelihood of a September Federal Reserve rate hike, but the final decision depends on next week's inflation data.
ING argues that Fed Chair Kevin Warsh's hawkish inflation narrative, based on the distribution of price increases, is misleading. The analysis highlights that the concerning chart is driven by goods prices, largely due to tariffs, which are now reversing. It…
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
Saxo Bank reports that the commodity sector is heading towards a record weekly closing high, driven by energy scarcity amid geopolitical tensions and supply constraints. While energy leads gains, precious metals rebound on rate fears easing, and agriculture…
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.
Opinion | 4 September 2026 1 THINK Economic and financial analysis Opinion | 4 September 2026 COMMODITIES, FOOD & AGRI Why it matters where central banks keep their gold The Netherlands has moved part of its gold reserves from North America to…
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…
The Charles Schwab podcast discusses the implications of Fed Chair Kevin Warsh's unexpectedly hawkish speech at Jackson Hole, suggesting a higher likelihood of another rate hike due to persistent inflation. It emphasizes that the speed and purpose of rate…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 FX FX Daily: 50/50 Fed call keeps risk assets in demand Some surprisingly dovish remarks from the Fed s Christopher Waller yesterday sent US yields and…
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…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
Snap | 4 September 2026 1 THINK Economic and financial analysis Snap | 4 September 2026 RATES PHILIPPINES Philippine inflation pressures persist despite softer CPI While Philippine headline CPI eased marginally, persistent core inflation and rising food-price…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 COMMODITIES DAILY The Commodities Feed: Oil maintains gains amid Persian Gulf escalation Oil prices are still holding most of their recent gains, but those could…
The article provides OCBC's daily treasury outlook, focusing on US market movements, upcoming labor data, and regional developments. US equities rebounded on strong services data and dovish Fed comments, while oil prices held near highs. The report…
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…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…