Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The Bank of Japan is widely expected to raise its policy rate by 25bp to 1.25% at its 18 September meeting, with markets nearly pricing in another 25bp hike by year-end. Short-dated JPY rates have surged since July, partly driven by US Treasury FX…
Standard Chartered's Transaction Banking insight argues that the next phase of finance will be defined by orchestration rather than speed. As payments, trade, digital assets and agentic AI multiply into a network of networks, banks that act as…
The yen strengthened sharply as markets moved to fully price a Bank of Japan rate hike next week and a strong chance of another by year-end, prompting investors to avoid short-yen positions. The move lifted EUR/USD, but higher energy prices later pressured…
The Czech National Bank is expected to keep its policy rate unchanged at 3.75% on 17 September, with the board comfortable that monetary conditions remain mildly restrictive. Attention is shifting to November, when a fresh staff forecast is due and headline…
Romanian headline CPI eased to 6.2% year-on-year in August 2026, reversing July's upside surprise and undershooting consensus. Softer food and non-food inflation, driven by seasonal declines in vegetables and fresh fruit and by a more-than-4% monthly fall in…
Turkey's current account was broadly balanced in July 2026, missing expectations of a modest surplus, as the 12-month rolling deficit widened to US$40.7bn, about 2.6% of GDP, from US$39.0bn a month earlier. The monthly position deteriorated from a US$1.8bn…
OCBC Research argues that the AfD's provisional win in Saxony-Anhalt, with 43.8% of the vote and 39 of 83 state parliament seats, has limited direct federal implications given the state holds only 4 of 69 Bundesrat votes. The real risk is political…
ING expects today's US August CPI to be sufficient to lock in a September Fed hike, with core at 0.2% MoM and headline at 0.4% MoM, and markets already pricing 18bp for next week's FOMC. A re-established positive correlation between the dollar and back-end…
ING reports that UK GDP rose 0.4% in July 2026, well above consensus for zero growth, following a 0.3% gain in June. The bank attributes roughly half of recent growth to the IT sector, which is only 7% of the economy, and suspects AI-related data-centre capex…
Co-President of Athene USA & Chief Operating Officer, Athene Holding; Partner, Apollo Global Management • Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios September 11, 2026 • Harry Seekings: Europe Requires…
State Street argues that Dividend Aristocrat strategies offer a differentiated way to stay invested in equities amid extreme market concentration in AI-linked mega-cap technology. Global equities are in a fourth consecutive year of double-digit returns, but…
Macquarie Capital advised ACT on its sale to ETS, combining complementary capabilities in assessment, credentialing and learning solutions. The deal reflects the growing linkage between educational attainment, skills development and employment outcomes as…
Brent crude has surged above USD 107/b and WTI trades near USD 102/b as Houthi advances toward the Bab al-Mandeb Strait compound existing threats to Saudi and wider Gulf exports, with Riyadh's August output falling 1.9mb/d to 6.24mb/d, the lowest since 1990.…
Oil's spike above USD 100 following escalating Middle East supply disruptions and a Saudi production slump to 6.23 million b/d pushed global bond yields to multi-decade highs, with the 10-year US Treasury approaching 5% and the 2-year at a cycle high above…
Energy prices, not the ECB's widely anticipated hike, are driving rates markets. With Brent above US$100/bbl, the EUR front-end fully discounts three more ECB hikes to a 3.25% deposit rate by mid-2027, and the 10-year Bund yield has topped 3.5% for the first…
ING expects the Bank of Japan to raise its policy rate by 25bp to 1.25% on Friday, with two more hikes to 1.75% by April 2027. Taiwan's CBC decision is a coin flip between a 12.5bp hike and a hold. China's August activity data should show industrial…
Australian business innovation activity rose over the longer term, reaching its highest point in 2023–24, but was broadly flat between 2021–22 and 2023–24, according to the new CommBank-Melbourne Institute Innovation Index. Developed by the Melbourne…
Bank connectivity has evolved from branch-based interactions and internet banking to file transfer, Swift and rapidly growing API adoption. Yet the objective has remained constant: to give decision-makers timely information and relevant context to act on. The…
Busier Canadian data releases in the coming week will be led by August’s inflation report on Monday, when we expect headline Consumer Price Index growth to hold at 3% year-over-year. Energy price growth is still elevated, but little changed from July.…
Macquarie Asset Management argues that supply chain disruption has become a structural, multi-decade trend rather than a cyclical shock, citing the World Bank's Global Supply Chain Stress Index, where delays this year peaked just below post-COVID highs.…