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GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com LATAM DAILY September 9, 2026 Contributors Juan Manuel Herrera, Director +52.55.2299.6675…
US Rates Strategy Joseph Abate September 9, 2026 joseph.abate@smbcnikko-si.com 1 212 893-1592 Is r* rising? Rising Federal debt and AI might push the economy’s long -run neutral rate, r*, higher after it has declined for 50y. Current r* estimates are between…
A summer cocktail of earnings data, geopolitical headlines, and “policy events” has prompted investors to increasingly scrutinise equity and bond markets. On the one hand, equities have held up, even advanced, on the back of a strong earnings season, which…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Snap | 9 September 2026 1 THINK Economic and financial analysis Snap | 9 September 2026 POLAND Polish rates remain unchanged; post- meeting statement signals continuity In line with our expectations and the market consensus, the Monetary Policy Council left…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
• Sovereign 30-year yields have reached their highest levels since the Global Financial Crisis in many countries • Markets expect the Federal Funds rate to rise to around 4.25% over the next year • Global spending on artificial intelligence, net zero, defence…
Brent crude has climbed back above USD 100 a barrel, its highest level since late July, as US-Iran military exchanges continue to threaten energy supplies. US forces said they destroyed five Iranian oil tankers following attempted attacks on a US Navy ship,…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 TURKEY Monitoring Turkey: Further easing likely in fourth quarter The CBT has lowered the effective funding rate from 40% to 37%, citing easing inflation risks,…
1 Q&A Report: Ask MUMSS! September 9, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly Special Issue 】 Q&A report: Ask MUMSS! (original Japanese report issued on September 9, 2026) Investment Research Division ≪JGB…
September midterm-year seasonality has lifted volatility, with mixed sentiment and Hindenburg Omen chatter, while sovereign bond routs add unease. Central banks are the key compass: the ECB delivers a 25bp hike, and strong August US jobs fuel expectations of…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 The hidden cost of Europe’s preference for deposits A common perception of European savers is that they are highly risk averse, keeping most of their savings…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 Europe’s investment gap: why millions of savers remain on the sidelines Europe is still largely a continent of savers, though a gradual shift is underway. Nearly…
• Australia’s economy is entering a cyclical slowdown, with growth expected to moderate through the rest of 2026 before gradually picking up in 2027. • Private demand is becoming a more important driver of growth, supported by business investment, including…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 GERMANY Inflation is back in Germany, but this time companies are footing the bill Inflation is rising again, but this is not 2022. Weak demand and…
1 Asia FX Talk │9 September 2026 Asia FX Talk A keen eye on Japanese Yen strength 9 September 2026 Market Highlights The focus in our part of the world is still on the ongoing strength in the Japanese Yen, while also…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
1 09 September 2026 Middle East Daily 09 September 2026 COMMODITIES / ENERGY Oil nears USD 100/b as US-Iran escalation deepens Hormuz risks. Oil extended gains, with Brent approaching USD 100/b and WTI trading near USD9 4/b, after US strikes destroyed five…
ECONOMIC AND MARKET COMMENTARY Welcome Back, Balanced Portfolio Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier. Lotfi Karoui, Michael Puempel 9/8/2026 | 11 min…