412 structured institutional reports.
Scotiabank Economics reports that Peruvian direct loan growth accelerated to 8.7% y/y in July, driven by strong household and business lending, and forecasts growth of 8.0% y/y by end-2026.
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
BNP Paribas warns that central bank independence is facing its most severe stress test in a century, driven by high sovereign debt, supply-shock inflation, and political attacks. The erosion of credibility could unanchor inflation expectations, raise risk…
PIMCO assesses that U.S. corporate issuers can generally digest higher refinancing costs, with limited debt servicing risk for most IG and HY issuers. However, CCC-rated borrowers face acute pressure as maturing debt coupons could double if refinanced at…
UBS CIO notes that while the US-Venezuela oil agreement is strategically significant, it is unlikely to materially affect oil markets in the near term due to Hormuz disruption, slow Venezuelan output gains, and uncertain legal durability. They maintain a…
German headline inflation rose slightly to 2.9% YoY in August, driven by higher energy prices, while core and services inflation remained contained. ING expects headline inflation to stay above 3% until year-end due to persistent oil prices and potential gas…
Poland's GDP growth was revised up to 3.9% YoY in Q2 2026 from a flash estimate of 3.8%, driven by a rebound in fixed investment and positive net exports. Despite global headwinds from the Middle East conflict, ING maintains its 2026 GDP growth forecast of…
Saxo Bank highlights the growing importance of custom AI chips as a second growth engine alongside Nvidia’s GPUs, with Broadcom and Marvell competing for Big Tech designs. Marvell’s recent earnings beat and raised outlook still led to a 10% share drop due to…
State Street's report highlights a hawkish speech by Fed Chair Warsh at Jackson Hole, which raises the odds of further rate hikes, despite expectations of a pause in September. It also notes strong Canadian Q2 GDP growth, driven by consumption and investment,…
State Street notes that REITs have outperformed broader equities in 2026 despite elevated interest rates, driven by improving property fundamentals, secular growth themes (AI, demographics), and healthy balance sheets. Interest rates remain a headwind but are…
Polish CPI inflation accelerated to 3.4% YoY in August, beating forecasts due to higher fuel prices, though a temporary VAT cut may have been under-captured. Inflation is expected to remain elevated, keeping rates on hold this year, but base effects may allow…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…
Turkey's GDP grew 2.3% y/y in 2Q26, below consensus and ING forecast, with softer domestic demand offset by positive net exports. Sequential rebound driven by net exports, while household consumption weakened. ING expects moderate H2 growth and sees policy…
CommBank has revised its US rate outlook, now expecting the Federal Reserve to hike rates in September, December and March, each by 25 basis points, totaling 75 bps. The revision is driven by five economic shocks—AI investment boom, tax cuts, lower…
The COT report for the week ending 25 August 2026 shows hedge funds cutting dollar longs after the US Treasury buyback announcement, with notable short covering in the euro, Canadian dollar, Swiss franc, and NZ dollar, while yen selling continued. Grain and…
State Street Investment Management advocates for quant-anchored tactical asset allocation (QTAA) as a disciplined, data-driven overlay to strategic allocation, offering uncorrelated alpha, improved risk management, and customization. Their process combines…
Standard Chartered's report examines the growing role of stablecoins in institutional finance, highlighting their potential in cross-border payments, treasury, and liquidity management. It notes that stablecoins could rise from less than 1% of cross-border…
Standard Chartered highlights the deepening US-India investment corridor, driven by structural factors like demographics, digital infrastructure, and policy initiatives. The report identifies technology, manufacturing, and healthcare as key sectors, with…
Saxo Bank's Market Quick Take highlights a risk-off start to the week driven by a hawkish Fed Chair speech and renewed Middle East tensions. The USD strengthened, yields rose, and equities faced headwinds, while crude oil surged and gold fell. Digital asset…
Commonwealth Bank highlights the emergence of Western Sydney International Airport as a major economic hub, with a proposed A$24bn industrial development pipeline that could boost regional industrial floorspace by 55%. The development is supported by strong…