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Australia's FY26 reporting season showed a resilient corporate sector: about 200 companies reported, dividends came in slightly ahead with higher payout ratios, and net debt and interest coverage beat expectations. Inflation, wage and energy costs pressured…
The US dollar strengthened modestly even as Brent crude fell around 4%, after US and Iranian officials met at the UN General Assembly and indirect talks were described as very productive. Optimism on a deal to halt the conflict, and reports Iran may reopen…
Australian state budgets are set to deteriorate by $13.5bn over four years versus published 2026 budgets, mainly in FY2027, as a 60bps average rise in sovereign bond yields since budget publication adds about $3.5bn to interest costs and a sharper housing…
Meta Muse, launched 8 September 2026, marks AI agents moving from answering questions to completing tasks such as emails, product comparison, travel and purchases. Saxo Bank argues this could lift demand for memory, computing infrastructure, payments and…
The dollar stays firm despite lower oil and risk-friendly sentiment, as hawkish Fed comments dominate. Barkin said one hike may not tame inflation; jobless claims are below 200k and ADP hiring improved. Brent slipped under $100/bbl on Iranian talks and the…
Citi argues that interoperability, not platform capability, is the binding constraint on institutional digital finance. Banks have invested over $100B in blockchain since 2020, producing parallel networks, fragmented liquidity and assets that do not move with…
Citi forecasts tokenized assets reaching a $5.5 trillion base case by 2030, with an $8 trillion bull case, driven first by tokenized U.S. equities and treasuries. If 10% of U.S. retail investors adopt on-chain solutions by 2030, roughly $2.6 trillion of…
Policymakers appear to be trying to contain 30-year Treasury volatility through buybacks, support for the yen, a more credible hawkish Fed and active curve management. But none of this removes the fiscal deficit, heavy Treasury issuance or AI-driven corporate…
Global financial conditions are tightening as inflation rises and most central banks raise rates, with the PBOC as the exception. Hong Kong retains a major liquidity pool, with IPO fundraising rebounding since 2025 and HIBOR below SOFR. China's RMB usage in…
Regulated stablecoins could supply an interoperable cash leg that lets tokenised funds and bonds settle 24/7 alongside their asset leg, closing the gap left when only securities are issued on-chain. The article argues this depends on coordinated…
US equities were mixed as financials rotated into tech, with the Nasdaq 100 hitting a record while the Dow fell 0.4%. WTI dropped 5.5% to USD90.52/bbl and Brent fell 1.8% to USD98.53/bbl after Iran signalled the Strait of Hormuz could reopen within seven days…
MUFG expects Bank Indonesia to keep its policy rate on hold, as a steadier IDR masks elevated US 10-year yields and oil near US$100/bbl. The bank flags upside risks to IDR from domestic policy uncertainty and external pressures, while highlighting strong…
Brent fell below USD 99/b and WTI traded near USD 90/b as Saudi Arabia moved toward restoring its 7m b/d East-West pipeline and US-Iran contacts were described as 'very productive.' Gold edged lower to about USD 4,340/oz on Fed restrictive-rate signals,…
Euro area September flash PMI rose to a 41-month high of 53.1, beating consensus, with manufacturing firm and services at a 10-month high. The services output price gauge climbed to 56.0, the highest since February 2024, suggesting energy-driven price…
Six banks including Commonwealth Bank of Australia, ASB Bank, Bank of America, Capital One, ING Group and NatWest Group jointly published principles to guide responsible development of agentic commerce, where AI agents could select and pay for products. The…
Mixed US-Iran headlines left market pricing of geopolitical risk little changed: Trump's UN threat to "annihilate" Iran was offset by reports of "very productive" official talks. Brent fell 1.9% to US$98.5/bbl; LME copper rose 0.6% to US$14,748/mt on firmer…
SMBC's US economist forecasts a sharp Q3 2026 growth spike to 5.0% annualized, followed by a Q4 slowdown to 0.7%, with core PCE at 3.1% year over year through 2026. Unemployment drifts to 4.0% by 2027. The rates strategy team expects one more 25bp hike in…
Euro swap rates are not following oil lower as quickly as they rose, reflecting an asymmetric inflation-expectations impact. With Brent near recent highs, the 2Y euro swap sits about 20bp above its level when oil last traded near $100. The ECB's hawkish tone…
This Natixis report, written by Benito Berber and Selin Aker, examines Brazil's upcoming general election and its potential impact on asset prices, particularly the Brazilian Real (BRL). The report is a marketing communication and not independent investment…
Mexico's July commercial activity was resilient but slowing: wholesale revenues +6.4% y/y and retail +1.8% y/y in real terms. Wholesale wages +5.2%, retail wages +8.3%. Sector detail was mixed: machinery/equipment +9.3% and raw materials +7.7% led wholesale,…