Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
MUFG flags elevated USD/JPY volatility over Japan's autumn holidays after the BOJ hiked to 1.25% with two dissents while the Fed delivered a unanimous 25bp hike to 3.75%-4.00%. The pair pushed above 157.50; MUFG's forecast range is 155.00-159.00, with…
Citi argues tokenization of collateral has moved from concept to practical use. Four case studies show real-time margining, US Treasuries mobilized across a 24-hour cycle without leaving the Federal Reserve, tokenized money market funds, and pre-IPO private…
Global bonds extended their selloff, lifting the US 10-year yield to 5.1142% and the 30-year to near 5.4%, with European curves also higher. Strong September flash PMIs and a weak USD70bn 5-year auction reinforced rate-hike expectations. US equities fell (S&P…
The U.S. housing market has faced four years of paralysis, with post-pandemic affordability at its worst since the 1980s. Inventory is rising toward pre-COVID levels and the lock-in effect is eroding, softening the deep freeze. PIMCO remains constructive on…
Global nominal growth has accelerated to 5%-6%, its strongest in 20 years, as loose policy and AI capex offset an energy shock. Wellington's base case sees growth slowing but holding at or above trend, with the shock cutting 1.5-2 percentage points. The…
Strong US PMIs and rising oil prices deepened the Treasury selloff, lifting 2-year yields 14bp to about 4.9% and the 10-year above 5.0%. Markets price roughly 37bp of additional Fed tightening by December 2026. The DXY rose 0.5%, pressuring most Asian…
MUFG's Middle East Daily reports Brent pulling back toward USD 102/b and WTI near USD 91/b after a 4% surge, as continued Strait of Hormuz transits (up to 17mb/d per US Treasury Secretary Bessent) and a gradually restarting Saudi East-West pipeline ease…
The JSDA's August 2026 investor-category data show city banks swung to heavy net buying of medium-term JGBs (JPY1,210.9bn) as the 10-year yield rose to 2.940%, while non-residents sold medium-term paper for a third month (JPY1,045.3bn). Foreigners turned net…
Using Dutch debit-card transaction data, ABN AMRO finds active drivers cut fuel purchases about 12% year on year from March to July after the Iran war energy shock and a January excise increase, limiting extra fuel spending to 6% (about EUR 10, to EUR 150…
Rising oil prices, strong US PMI data, hawkish Fed Governor Barr comments and weak demand at a five-year Treasury auction pushed the US 10-year yield back above 5.0%, pressuring global equities and lifting the dollar. Brent rose 4.2% to US$103/bbl after…
Invesco argues that alarming headlines over AI bubbles, 5% Treasury yields, debt and oil are mostly attention-seeking rather than informative. Hyperscaler capex remains funded by strong operating cash flows, keeping capex-to-cash ratios below 1.0. AI…
A strong September US composite PMI (58.4) pushed the US 10-year Treasury yield back above 5%, breaching 5.1%, with October rate-hike odds above 70%. Euro rates also rose, with Euribor 10-year above 3.5%, and higher rates can widen eurozone government bond…
Statistics Canada revised population upward by 301k (+0.7%), lifting annual growth to 0.5% in Q2 2026 and erasing apparent prior declines. Non-permanent residents, up 240k (+9.4%), drove 80% of the revision. Per-capita GDP now +0.7% y/y versus 1.7% before.…
Affordability dominates the 2026 US midterm campaign as price levels, not inflation, shape voter behavior. Morgan Stanley's Midterm Signal Monitor shows Democrats' generic lead widening to 8.1 points while presidential approval sits at 40%, consumer sentiment…
Bitcoin has rallied about 37% and ethereum about 46% from mid-August lows, taking total digital asset market capitalisation back above USD 3 trillion for the first time since January. The move was triggered by the US Treasury's 19 August decision to at least…
SMBC revisits the gap between labor demand (job openings to unemployed workers) and wage growth, noting labor demand bottomed in late 2025 and rebounded in 2026 while wage growth decelerated linearly. Early indications suggest the gap may be closing, with the…
The US Treasury curve bear-flattened as 2s10s narrowed to 19bp from 40bp; the 2-year yield rose 38bp to 4.8% while the 30-year was unchanged at 5.29%, with both real rates and inflation expectations contributing. Intesa Sanpaolo expects gradual declines over…
Commodity markets remain distorted by persistent conflicts, but fundamentals are gaining weight. Physical crude rebalancing is capping rallies, while non-OPEC supply growth and weak demand could build a surplus and pull prices lower. Europe's gas and power…
Financial institutions are moving digital assets from experimentation to adoption, but scaling requires trust in wallet identity, ownership and control. The article argues Know Your Wallet (KYW) should be a control framework—not a one-off screening—linking…
Belgian housing stayed resilient in Q2 2026, with transactions up 2.4% QoQ and prices up 0.2% QoQ and 5.3% YoY. But new mortgages are roughly 10% below last year's pace and long-term rates keep rising, so ING expects median nominal house price growth to slow…