Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
A historian and Standard Chartered's thematic research head argue that today's fragmented, multipolar trade landscape resembles historical norms rather than an anomaly. They draw parallels between AI and the 19th-century telegraph, suggesting both can reduce…
Westpac's review of Australia's 2026 Intergenerational Report flags AI as a potential productivity game-changer, but stresses gains depend on widespread adoption, and estimates are uncertain. Ageing lifts health, aged care and pension costs while shrinking…
Speculators slashed the gross dollar long by 70% to USD 5.9bn, a 15-month low, just before hawkish Fed and BoJ signals revived dollar buying. A record two-week 216k-contract yen buying spree lifted the net long to a 14-month high of 120k contracts, leaving it…
US 10-year real yields reached a 20-year high of 2.63% on Friday, up 76bp year-to-date, yet gold-backed ETF holdings are recovering after an H1 2026 drop. This marks a change from 2022-23, when rising real yields triggered Western ETF selling while gold…
Romania's potential GDP growth has fallen to about 2.0% from 3.5%-3.75% before the pandemic, ING estimates, with actual GDP contracting in 2026 and growth around 2.2% in 2027-2028. A large investment cycle — public investment exceptionally high, gross fixed…
The Dutch pension overhaul removes the dynamic hedging that once made funds natural buyers of euro receiver swaps when rates rose. Hedging ratios are now preset per age cohort, and liabilities move with volatile assets. ING expects structurally lower…
France's fiscal position has deteriorated: the government now expects a 2026 deficit of 5.4% of GDP versus a 4.6% objective, and 6.5% in 2027 without new measures. Prime Minister Lecornu announced a €54bn effort to cap the 2027 deficit at 5% of GDP, but the…
Natixis reviews the end of Germany's super-election year with results in Mecklenburg-Western Pomerania (MWP) and Berlin that delivered fresh defeats to the federal governing parties. Die Linke won Berlin with 25.7% while the AfD secured 38.2% in MWP, leaving…
Brent crude fell about 2% to below $102/bbl and WTI eased to around $98/bbl as profit-taking and hopes for constructive UNGA and Trump-Xi talks improved sentiment, even as Saudi Aramco warned of possible cargo allocation cuts after drone damage to the…
ING now expects the ECB and Fed to hike in December and keeps its year-end EUR/USD target at 1.160. Oil is the key FX driver this week, with Trump meeting Gulf states and Xi. USD/JPY upside risks remain, with 160.0 plausible but intervention risk elevated.…
Brent fell a fourth straight session to below USD 102/b and WTI sat near USD 98/b as Hormuz crude and LNG flows reached a six-month high and President Trump raised the prospect of meeting Iran's president at the UN General Assembly. Gold slipped below USD…
VW cut its FY2026 outlook, expecting a €10bn one-off charge (incl. €6bn Porsche goodwill impairment), with revenue around €315bn and operating return on sales up to 1% (≈4% adjusted). S&P's BBB+ rating with negative outlook remains the key focus, as the…
Saxo's quick take notes Brent at USD 102, down 1.8% for a fourth session, as Strait of Hormuz shipments reached a six-month high and Saudi Arabia restored its East-West pipeline, though Houthi attacks on Saturday did not reverse the slide. US industrial…
Natixis revises its year-end USDCNY forecast to 6.60 from 6.70 after the pair broke below 6.70, a four-year low, with CNY the best-performing Asian currency year-to-date. A large backlog of unconverted export receipts anchors the currency: the goods FX…
HSBC desk view argues Asia's fixed income market is being reshaped by two technological forces: digitally native bonds, which are already live and delivering faster issuance and settlement, and algorithmic trading, which is spreading but must be adapted to…
OCBC argues China faces two structurally different external pressures ahead of the 24 September Trump-Xi meeting. The US track stays episodic and deal-driven, with a possible US$30bn reciprocal tariff cut and US LNG purchases under discussion before the 10…
The Fed raised its target range by 25bp to 3.75-4.00% with all 12 voters backing the move on elevated inflation, and the September dot plot lifted the 2026 median to 4.1% from 3.8%. The BOJ raised its policy target to 1.25% with seven in favour and two…
OCBC's daily outlook flags a hawkish Fed after a unanimous 25bp hike, with the 10-year UST near 5.00% and markets pricing two more hikes by year-end. Focus shifts to the 24 September Trump-Xi talks, where a framework to cut tariffs on about $30bn of goods and…
New Zealand's production-based GDP rose 0.2% in Q2 2026, beating the RBNZ's flat forecast and leaving the level about 0.5% above its estimate, though retail spending fell 0.9% in August and house prices declined 1.4% year-on-year. Westpac expects the recovery…
CBA now expects the Reserve Bank of Australia to hike the cash rate by 25 basis points to 4.60% at its 28-29 September meeting, bringing the call forward from November. Higher oil prices (Brent from about US$80 to above US$100), stronger inflation and GDP…