Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Scotiabank Economics reports stronger Mexican economic activity in June, revised Q2 GDP growth of 2.1% y/y, and contained inflation in early August. Industrial activity rebounded, services remained robust, and inflation stayed below expectations, supporting a…
UBS CIO advises investors to stay invested amid elevated long-end US Treasury yields, favoring short- to medium-maturity quality bonds and gold as a diversifier, while expecting equities to benefit from broadening earnings growth.
OCBC Research notes that in late August 2026, China's economy is undergoing a bumpy transition from old to new growth engines, with July data showing soft domestic demand and structural investment weakness, while AI and advanced manufacturing provide…
Apollo and Athene highlight the growing retirement savings gap due to aging populations, rising inflation, and underprepared retirees, advocating for private market integration and innovative annuity products to secure lifetime income. They position their…
Scotiabank Economics assesses the collapse of Canada-US trade talks, noting muted market reactions, modest macro impact, and risks in both directions.
RBC Economics assesses the new U.S. Section 338 tariffs on a subset of Canadian exports, noting the limited macro impact but significant sectoral and regional effects, while highlighting heightened uncertainty and implications for BoC policy and CUSMA…
Westpac argues that the recent rise in long-dated global bond yields reflects both structural factors (higher government deficits, AI investment boom, aging populations) and cyclical factors (data center construction), and expects longer-dated yields to…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…
MUFG's Middle East Daily for 21 August 2026 highlights bullish oil and gold trends driven by geopolitical tensions and debt concerns, while Egypt holds rates amid inflation, Morocco faces deflation, and credit markets show resilience.
RBC Economics expects July PCE inflation to remain elevated with core PCE at 0.2% m/m and 3.3% y/y, and headline at 0.1% m/m and 3.6% y/y. Consumer spending is slowing, with the saving rate at a concerning 2.7% and rising non-mortgage interest burdens. The…
Invesco argues that the current AI-driven market rally is supported by real demand for computing power, unlike past speculative booms. Strong earnings growth without corresponding hiring suggests productivity gains are materializing. The firm maintains a…
OCBC Research notes renewed inflation concerns from higher energy prices weighed on global equities, with US indices down and Brent above USD93/bbl. US data showed strong Philly Fed manufacturing and a positive LEI six-month growth rate, while Japan CPI rose…
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
SMBC's US Rates Strategy Weekly discusses the Treasury's decision to double long-end buybacks, its implications for term yields, and the conditions under which yields might decline. The report suggests that buybacks alone are unlikely to durably lower…
Get early access. Subscribe to the From the US Market Desk LinkedIn newsletter. Our real gross domestic product (GDP) forecast for 2026 is 2.5% (based on our Global Investment Management Survey) versus the Federal Reserve’s (Fed's) forecast of 2.2% and the…
UBS CIO notes that the US Treasury's bond market intervention had a limited effect, with 30-year yields near 5.25%, while the dollar weakened and gold surged. They favor short/medium-duration bonds, see gold rising to USD 5,400/oz in 12 months, expect dollar…
MUFG's monthly indicator tables for eight Asia-Pacific economies show growth holding up through April 2026, led by Vietnam (Q1 real GDP +7.8% YoY) and Indonesia (+5.6%), while Singapore and Malaysia decelerate mildly (Singapore Q1 +4.6%; Malaysia Q4 +6.3%).…
MUFG's Middle East Daily report highlights rising oil prices amid US economic pressure on Iran, gold's rally following US Treasury buybacks, PIF's profit growth despite asset shortfalls, and Egypt's improved risk premium. The report also covers credit market…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
The US Treasury's surprise doubling of longer-dated debt buybacks aims to cap long-end yields, but UBS CIO views it as a tactical move with limited long-term impact, given persistent fiscal deficits and supply concerns. The Fed is likely to stay on hold this…