Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
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…
State Street estimates the long-term UK nominal neutral rate at 2.5%-3.00%, arguing the post-pandemic rise reflected the inflation shock rather than a durable improvement in the real economy. Weak productivity, aging demographics and subdued investment demand…
Brent crude dropped below USD 100/bbl for the first time in two weeks after President Trump reported "very good" talks with Iranian envoys at the UN General Assembly, though a prior speech threatened to "annihilate" Iran. UBS CIO's base case is limited energy…
Natixis launched an anonymous two-minute survey on Brazil's October 4 general election and post-election expectations, including views on the policy outlook and the BRL. A second round would be held October 25 if no candidate wins over 50% of valid votes.…
Invesco's QQI tracks the Nasdaq International Innovators 100 Index, which screens non-US large and mid-caps on innovation inputs and outcomes rather than past growth. Index constituents average roughly 13% of sales on R&D versus 5% for MSCI ACWI ex USA and…
Scotiabank's daily notes flag a 'funny season' for manipulated markets before the US midterms, with Trump jawboning oil lower on Iran talks despite unchanged nuclear stockpiles and war risk. Potash and diesel threats appear empty: Belarus has no surplus and a…
Copper trades near records, with NY high-grade at USD 6.9285/lb (up 20% year-to-date, over threefold since the 2020 low) and London around USD 14,700/t, about 1% below August's peak. Structural demand from electrification, grids, AI, defence and…
Fed Chair Warsh has shifted away from neutral-rate framing to focus on financial conditions, saying they are not restrictive. PIMCO expects one or two more 25bp hikes through early next year to prevent further easing, but sees this as a recalibration rather…
The S&P 500 closed effectively unchanged at 7,764.64 on Tuesday, yet beneath the surface financials had their worst session since March while semiconductors extended a six-session run. Options price this dispersion explicitly: three-month implied correlation…
The Trump administration is considering restricting US diesel exports as domestic prices hit roughly USD 6.50 per gallon and inventories fall to their lowest seasonal level in over four decades. Speculation has widened WTI's discount to Brent to about USD 9.5…
Major central banks remain hawkish, with the Fed, ECB and BOJ all tightening policy, yet financial conditions stay unusually loose. AI-related capital expenditure is the dominant growth engine, sustaining activity and market leadership. US underlying…
US equities rotated out of financials into technology as AI competition and a flatter yield curve pressured banks. Oil fell after Iran signalled possible reopening of the Strait of Hormuz within seven days and Saudi Arabia restarted its East-West pipeline.…
ING Research expects Dutch flexible employment hours to rise 1% in 2026 and 1.5% in 2027, after a 0.5% increase last year and two years of contraction. Growth is concentrated among smaller, specialised firms, while large ABU-affiliated agencies keep…
State Street argues that physical climate risk rises through roughly 2040 under all policy scenarios, so investors should assess issuer and sovereign exposure now. It cites an adaptation financing gap, a UNEP estimate of adaptation needs, and a 2025 MSCI…
The eurozone composite PMI rose to 53.1 in September from 52.0 in August, a three-year high, despite surging oil prices, low water levels and supply chain disruptions. Services drove the gain, jumping from 51.6 to 53.0, with Germany's services PMI up from…
Bank Indonesia kept its policy rate at 5.75% and introduced swap and NDF measures to support the rupiah, signalling currency stability remains its priority. Foreign inflows have been positive for four months but remain modest, while a wider current account…
Euro area September flash composite PMI rose to 53.1 from 52.0, its highest since April 2023 and above the 51.8 consensus, led by new orders at 52.8. Manufacturing held at 52.7 and services activity climbed to a 10-month high of 53.0. Yet employment was flat…
Brent dropped below $99/bbl and WTI traded near $89/bbl, extending a six-session losing streak with cumulative losses above 9.5%. The sell-off followed the restart of Saudi Arabia's 7m b/d East-West pipeline, signs of US-Iran diplomatic progress, and an…
Singapore headline CPI inflation rose to 2.3% YoY in August from 2.2% in July, and core inflation to 2.2% from 2.0%, driven mainly by energy costs and pass-through into transport, food, goods and services. Electricity was up 9% YoY, gas 6% and airfares 13%.…