Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Canada's August employment data surprised to the downside with a loss of 41.7k jobs, though the unemployment rate held at 6.4% as the labor force shrank. Hours worked surged 0.6% m/m and are tracking a 5.0% q/q SAAR gain in Q3, the strongest since 2021Q4,…
Scotiabank Economics' Daily Points for September 4, 2026, highlights that markets await US and Canadian jobs reports, with Canada testing recent strong momentum and US nonfarm payrolls expected to be lacklustre. German factory orders show strength, and BoC…
Commerzbank expects the ECB to raise its deposit rate by 25 basis points at the September 2026 meeting, bringing it to 2.50%, following clear signals from Governing Council members and full market pricing. The report likely discusses the extent of future rate…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 CZECH REPUBLIC Punchier inflation outlook opens door for Czech tightening Czech inflation matched market expectations of 1.9% in August. However, we continue to see…
TD Economics notes a complicated outlook for Canada and nervous bond markets in the US, with the BoC holding at 2.25% but signaling hawkish risks from oil, while the Fed faces a close call on September rates amid strong data and rising yields.
Danske Bank expects the ECB to raise rates by 25bp to 2.50% in September, with Lagarde avoiding forward guidance. The bank forecasts rates to stay at 2.50% through 2027, viewing market expectations of higher peaks as excessive. They anticipate mixed staff…
Intesa Sanpaolo forecasts total 2026 euro area government gross issuance of EUR 1,493bn, up from EUR 1,330bn in 2025, with net issuance of EUR 576bn and EUR 693bn including EFSF/ESM/EU. The largest issuers are Germany (EUR 354bn), Italy (EUR 359.5bn), France…
Intesa Sanpaolo forecasts Italy's 2026 gross government debt issuance at EUR 543bn and net issuance at EUR 98bn, with total redemptions of EUR 445bn. The front-loaded issuance pattern, particularly in BTPs, aims to refinance maturing debt while managing the…
MUFG's Middle East Daily (Sep 4, 2026) reports Brent near $96/b and WTI near $92/b on renewed US-Iran hostilities and Hormuz disruption risks, with Brent up over 7% on the week and ~60% YTD. Gold steadied around $4,480/oz after rising 2% as Fed rate hike…
The MUFG report highlights a widening growth divergence between Germany and France in the euro area, with Germany's economy showing resilience and upward revisions while France stagnates amid political uncertainty. The ECB is expected to hike rates by 25bp to…
The Sep 4 2026 Daily Credit Snapshot from OCBC Research reviews resilient US services data, rising jobless claims, and the quiet credit market. It highlights persistent services-sector price pressure, challenges in the employment outlook, and the negligible…
The August US jobs report showed a stronger-than-expected increase in nonfarm payrolls, which has raised the likelihood of a September Federal Reserve rate hike, but the final decision depends on next week's inflation data.
ING argues that Fed Chair Kevin Warsh's hawkish inflation narrative, based on the distribution of price increases, is misleading. The analysis highlights that the concerning chart is driven by goods prices, largely due to tariffs, which are now reversing. It…
The US August jobs report showed a strong rebound with nonfarm payrolls rising 162k, well above consensus, and broad-based gains. This reduces the case for a dovish Fed stance, making next week's CPI the decisive factor for September's rate decision.…
Snap | 4 September 2026 1 THINK Economic and financial analysis Snap | 4 September 2026 KAZAKHSTAN Kazakhstan makes a front-loaded cut to 16.25%, as window for further easing narrows The National Bank of Kazakhstan cut rates today, but made it clear…
Wellington Management analyzes the SpaceX IPO's market performance, lockup expirations, broader IPO landscape impacts, and benchmark inclusion effects. The report notes SpaceX has fallen to its IPO price, consistent with historical IPO underperformance, and…
Deutsche Bank Luxembourg S.A. discloses the pre-contractual information for the financial product 'Active Asset Allocation (A3) (Plus)', which promotes environmental and social characteristics but does not pursue sustainable investments. The product applies…
Saxo Bank reports that the commodity sector is heading towards a record weekly closing high, driven by energy scarcity amid geopolitical tensions and supply constraints. While energy leads gains, precious metals rebound on rate fears easing, and agriculture…
Danske Bank raises its 2026 US GDP forecast to 2.1% and keeps 2027 at 1.8%, while trimming inflation forecasts. It expects two Fed rate hikes in December and March, supporting a stronger USD and EUR/USD moving lower to 1.12 over 12 months.
Danske Bank provides a dense calendar of key economic data releases for 7-11 September 2026, including forecasts for US CPI, PPI, ECB policy, and various regional indicators. The calendar highlights a likely ECB rate cut, stable US inflation prints, and…