Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
ING expects a single Fed rate hike in September 2026, delaying but not cancelling a cyclical dollar decline projected for spring 2027. EUR/USD is forecast to end 2026 around 1.16, with USD/JPY likely trading in a 155-160 range near term. High yielders and…
ING's September 2026 G10 FX outlook sees the dollar's downtrend delayed by an expected 25bp Fed hike on 16 September, prompting a cut in the year-end EUR/USD forecast. EUR/USD is expected to stay subdued until spring when US inflation approaches 2%. USD/JPY…
Article | 7 September 2026 1 THINK Economic and financial analysis Article | 7 September 2026 FX EMEA FX Talking: High yield and CEE remain in demand A modest adjustment in US interest rates looks unlikely to unnerve the carry trade environment,…
Saxo Bank highlights the contrasting AI challenges for Oracle and Adobe ahead of their September 10, 2026 earnings. Oracle must prove that massive AI-related capex translates into durable cash flow, while Adobe must show that AI strengthens its creative…
OCBC's daily credit snapshot highlights stronger-than-expected US payrolls raising Fed hike odds, with Treasury yields climbing. Credit spreads show mixed movements across IG and HY in the US and Asia. Corporate updates include Fosun's stake sale, Chinese…
The euro area Q2 GDP growth was revised up to 0.6% q/q, driven by volatile Irish data. Growth is expected to moderate to 0.2%-0.4% q/q in Q3 and Q4, with 2026 annual growth around 0.9%. Germany's growth forecast for 2026 was raised to 0.9% due to strong H1…
Supply-demand imbalances worsen amidst weak growth momentum. Beijing still seems to be taking a cautious approach towards fresh stimulus. US-China tensions resurface in run-up to Trump-Xi summit; tougher EU stance on China. The prolongation of the energy…
BNP Paribas' weekly economic review highlights accelerating eurozone inflation leading to a likely ECB rate hike, robust US payrolls boosting Fed hike odds, hawkish BOJ signals firming the yen, and mixed global manufacturing with strong services in Europe.…
Snap | 7 September 2026 1 THINK Economic and financial analysis Snap | 7 September 2026 ROMANIA Why Romania is running as a one-engine economy Flat 2Q26 GDP confirms that investment is keeping the Romanian economy afloat, while the rest of the…
In the first half of this year, the Dutch economy grew stronger than previously expected; growth will slow in the second half. We expect growth of 1.3% in 2026 and 1.1% in 2027. The minority government has reached an agreement, and will…
The energy shock is back, but its impact more idiosyncratic than before. A lot of energy is getting through Hormuz ‘dark’, and this lowers the importance of a deal to re-open the Strait. Less important ≠ not important, and a deal would…
Group Economics writes regularly about developments in the macro economy. Here are our latest forecasts on interest rate and currency developments, energy prices and the economic trend in developed and emerging markets. Want to know more? Read more about our…
German construction is set for a cautious recovery, with growth returning in 2026 and further strengthening in 2027. Housing and infrastructure will drive the rebound – but high costs, labour shortages, weak non-residential demand and delays will keep it…
Daniela Corsini Research Department 7 September 2026 Precious metals, US policies and the Hormuz Strait Document based on information available on 02 09 2026. See the Appendix for analyst certification and important disclosures. GDP, annual growth Impacts…
• Our weekly Commitment of Traders update tracks hedge fund positioning across forex and commodity futures during the week ending 1 September 2026. • Managed-money net longs across 25 major commodity futures reached a four-year high at 2.1 million contracts,…
OCBC forecasts August headline CPI at 0.4% MoM and 3.4% YoY, with core CPI at 0.3% MoM and 2.5% YoY. Motor fuel is expected to rise about 2.9% MoM after falling 3.0% in July, adding roughly 0.12 ppt to headline, while shelter is forecast to rise 0.35% MoM and…
Snap | 7 September 2026 1 THINK Economic and financial analysis Snap | 7 September 2026 TURKEY Turkey’s medium-term plan signals slower disinflation path in 2027 Turkey s Medium-Term Plan for 2027-2029, which projects above- consensus growth led mainly by…
• Macro: A strong jobs report and fresh Gulf hostilities pulled markets in opposite directions • Equities: US stocks fell on hawkish payrolls, Europe ended mixed after a weak week, while Asian semiconductors rallied sharply • Digital Assets: Bitcoin slipped…
Energy sovereignty under strain: from transition to strategic control Find out more: Energy & natural resources Mining Expert views Energy Plus Group Battery, Mining and Industries 07 Sep 2026 Unlocking the potential of sustainability-linked loans in agrifood…
Australia is entering a new era of infrastructure investment shaped by the convergence of several powerful structural forces. While the energy transition remains a major driver, it is intersecting with the rapid growth of artificial intelligence (AI), cloud…