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Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 HUNGARY Why low Hungarian inflation is unlikely to lead to an immediate rate cut As expected, inflation has started to increase again in Hungary. While the…
Article | 8 September 2026 1 THINK Economic and financial analysis Article | 8 September 2026 POLAND National Bank of Poland preview: No cuts, but no hikes either We expect the Polish central bank to keep policy rates unchanged in September as…
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…
Article | 8 September 2026 1 THINK Economic and financial analysis Article | 8 September 2026 FX RATES September ECB Cheat Sheet: Pick your poison The ECB must decide which risk is the lesser evil: overtightening (and potentially upsetting European bonds) or…
A six-step framework to help advisors bring structure and clarity to financial transitions while keeping clients at the center of the decisions that follow When a woman moves through divorce, widowhood, or a caregiving-driven shift in household roles, the…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 8 September 2026 Daily Credit Snapshot Market Commentary • The US market was closed on Monday for the Labor Day holiday. Market moves were exacerbated…
Snap | 8 September 2026 1 THINK Economic and financial analysis Snap | 8 September 2026 TAIWAN Taiwan’s inflation miss adds uncertainty to our September rate hike call Taiwan s inflation came in below expectations in August, easing to 2.04% year-on-year and…
Report | 8 September 2026 1 THINK Economic and financial analysis Report | 8 September 2026 CREDIT Euro Credit Supply: Primary markets reopen early An early reopening of primary markets after the summer slowdown helped lift corporate issuance to €24bn in…
AI demand is making memory scarcer and more expensive, pushing the boom from data centres into consumer electronics. Apple’s launch tests whether strong pricing power can protect profits when the cost of building an iPhone rises. South Korea offers AI…
Investment Bank Impact Series 15 The global energy race Barclays Research believes markets may be underestimating the scale of the impact of the next energy demand cycle. 2 3 Foreword Welcome to the fifteenth edition of the Impact Series from Barclays…
1 FX Special Focus FX Focus Vietnam – A more stable USD/VND, SBV on hold Key Points ▪ We are forecasting USD/VND to be more stable. We see USD/VND at 26,000-26,100 over the next few months into end-2026, before moving towards 26,200-26,300…
Persistent inflation, shifting Federal Reserve expectations and attractive front-end yields continue to shape opportunities for USD cash investors. August began with the market slowly believing we might be on hold, perhaps for the rest of the year. Inflation…
• LME copper hits a record high as persistent supply tightness meets robust demand ahead of China’s peak season. • Mine supply is disappointing, with global output struggling to meet targets and major producers reporting declines. • Copper is piling up in…
Summary: The JPY rally enters its fifth day in the most persistent broad strengthening move in at least a year. There may be more strength to come for the yen before more significant two-way price action develops. Elsewhere, the broader USD status…
Commonwealth Bank expects the RBA to hike interest rates one final time in November to 4.60%, citing persistent inflation and structural economic challenges. Australia's economy is slowing, but underlying inflation remains above target due to supply shocks,…
The yen's sharp rally against the dollar is driven by hawkish BoJ expectations and potential GPIF changes, exacerbated by thin US holiday liquidity. While the move appears overdone, near-term risks of further carry trade unwinding make it dangerous to fade.…
ING Think reports that rising oil prices are pushing euro rates higher, but any growth disappointments could quickly trigger a bullish move in rates. The 2-year Bund yield is back to 3%, and the curve shows that only 30bp of the rise is due to inflation…
The article argues that despite broad pessimism about Europe's economy, European households continue to show a strong home bias in their equity investments, with about half of eurozone household equity held in EU-issued stocks, far exceeding Europe's global…
The Japanese yen extended its rebound, pushing USD/JPY below 153.00 for the first time since February, driven by technical breaks, hawkish BoJ repricing, and supportive domestic data. The MoF confirmed record intervention, and the US appears to have pressured…
Copper hit a record high on tight supply and US tariff expectations, while the yen strengthened sharply for a fifth day. Oil held near USD 98 as Hormuz tensions persisted, and gold stayed above USD 4,400. US markets were closed for Labor Day, and European…