Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Saxo Bank's Market Quick Take highlights a firmer July PCE inflation print that solidified expectations for a December Fed rate hike, while Nvidia's strong earnings and guidance boosted AI-related equities but left broader markets mixed. Wheat hit a…
ING Think's latest Rates Spark report highlights mounting pressure on French OAT spreads due to political uncertainty and fiscal strain, while spillovers to other markets remain limited. The ECB's hawkish stance, persistent energy price pressures, and…
A member of MUFG, a global financial group Central Bank View 2026 Jackson Hole Fed Preview: A pitstop on the path to no hikes… MUFG Securities, Inc & MUFG Bank, Ltd. August 27, 2026 US Desk Strategy | Global Markets Americas Central…
State Street analyzes the shift in the AI investment cycle from an earnings-driven story to one increasingly shaped by balance sheet considerations, financing costs, and macroeconomic risks. The report highlights widening credit spreads for hyperscalers,…
OCBC Research's daily treasury outlook for 26 August 2026 highlights a rebound in US equities supported by falling Treasury yields and lower oil prices, amid ongoing trade tensions and geopolitical risks. Key data points include weaker US new-home sales and…
Franklin Templeton recommends shifting from short-duration to core (plus) bond portfolios as valuations improve, with the 10-year Treasury yield expected to stay range-bound. They see favorable risk-reward in fixed income, with investment-grade supply…
PIMCO examines the U.S. Treasury's surprise decision to at least double long-end bond buybacks, interpreting it as a potential move toward becoming a 'market maker of last resort.' While buybacks may improve market functioning and reduce borrowing costs over…
ING argues that lower energy prices support risk assets and a benign dollar decline, validated by a drop in longer-dated Treasury yields. The report highlights key events (US PCE, Nvidia earnings, Jackson Hole) and maintains bullish stances on EUR/USD and…
ING expects the Canadian dollar to underperform most G10 currencies in the coming months due to escalating US-Canada trade tensions and dovish Bank of Canada repricing. While USD/CAD has near-term upside to the 1.3920-1.3950 area, a bearish USD view due to…
ING Research assesses the US Treasury's long-end buyback program and its impact on the 10-year Treasury yield. The report sees the buyback as a tactical curb, not a game-changer, with underlying pressures from issuance and productivity-driven corporates…
SMBC Nikko analyzes the feasibility of the US Treasury increasing its buyback capacity by using surplus cash without issuing more bills. It estimates the Treasury could shift $100bn from its Fed account to term debt buybacks, potentially concentrating them…
SMBC Nikko highlights that US real disposable incomes have slowed sharply to 0.5% y/y in June 2026 from a peak of 7.2% in June 2023, yet consumption remains above pre-Covid trends, enabled by a record-low savings rate of 2.7%. The report warns that this…
OCBC's Daily Treasury Outlook highlights mixed global markets amid US sanctions on Iran and new tariffs, with tech-led equity declines and a stronger dollar. Gold rallies above $4,680/oz, while Brent settles near $92/bbl. The PBOC's liquidity operations…
The US Treasury long-end buyback program is tightening swap spreads and lowering long-end yields, though the market remains cautious. The Fed is unlikely to hike, and geopolitical risks persist despite low volatility. The ECB may hike once more, with oil…
MUFG argues that softer headline payrolls overstate labor market weakness: July unemployment fell to 4.1% and participation dropped to 61.4%, cutting breakeven job growth. Headline CPI eased to 3.4% y/y, mostly on energy, while core CPI slowed to 2.5% y/y and…
The dollar starts the week firm, supported by the bond market, but faces downside risks from escalating US-Canada trade tensions and potential US-China trade conflict. EUR/USD is likely to stabilize rather than rally above 1.170, with fair value just below…
UBS CIO advises diversifying beyond the US dollar as de-dollarization trends persist, recommending gold, broad commodities, and select currencies to hedge against dollar weakness and support portfolio returns.
Franklin Templeton's 2026 Global Investment Outlook highlights a broadening of market leadership beyond mega-cap tech, with opportunities in Japanese equities, emerging markets, and selective sectors such as health care, consumer staples, and biotechnology.…
OCBC's Daily Treasury Outlook highlights a tense market environment with rising UST yields, geopolitical risks, and mixed economic data. The report covers key central bank meetings, inflation data, and corporate earnings, providing insights on FX, rates, and…
ING argues that the US Treasury's buyback program is not about financing via the TGA but about the signal of potential future expansion, which has tightened swap spreads. Meanwhile, eurozone growth is beating consensus, adding upward pressure on euro rates,…