Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
MUFG's Asia FX Weekly report highlights key catalysts for Asian currencies, including China's mixed economic data, US CPI ahead of the FOMC, and expectations for gradual CNY appreciation. The report also covers various Asian currencies such as KRW, INR, VND,…
Natixis notes that Fed Governor Waller's September vote will depend on next week's CPI data, reducing hike odds to 52%; expects August jobs data to disappoint. Rates strategy is neutral directionally but more confident in 2s10s steepeners. In LatAm, Brazil's…
Natixis expects the ECB to hike all three key rates by 25bp at the September 10 meeting, bringing the deposit facility to 2.50%, and then hold rates steady through end-2027, conditional on easing Middle East tensions and no second-round inflation effects. The…
ING Research challenges market expectations of three Bank of England rate hikes, arguing that a weak UK jobs market and cooling core inflation will instead lead to at least one rate cut by September 2027, likely in April 2027. Despite solid H1 growth, ING…
Natixis analyzes the digital euro's impact on European banks, seeing it as a sovereignty project with contained financial risks but significant strategic challenges. The ECB's holding limits and other safeguards limit deposit outflows, thus preserving bank…
Natixis outlines that Germany's September 2026 regional elections in Saxony-Anhalt, Berlin, and Mecklenburg-Western Pomerania could see the far-right AfD make historic gains, possibly leading a state government for the first time. While such an outcome would…
MUFG recommends buying the ATDBCN EUR 3.901 2033 senior bond, citing its rich yield, cheap valuation relative to its own issuer curve and peers, and strong fundamentals of Alimentation Couche-Tard. They expect up to 0.9pt of relative upside over the next…
Natixis expects the August US Employment Situation Report to show nonfarm payroll gains of only 25k, below the consensus of 55k, with the unemployment rate rising slightly to 4.2% due to higher prime-age labor force participation. The report indicates…
Natixis reports that Hong Kong's re-export trade is being rewired: it plays a smaller role in distributing Chinese-made goods but a larger role in sourcing foreign goods for China and intermediating trade between overseas markets. This shift is driven by tech…
Important disclosures and certifications are contained from page 8 of this report. https://research.danskebank.com Macro Research August inflation is expected to show core inflation at 0.74% year -on -year, CPIF at 1 .00 % and CPI at 0.59%. All tax cuts and…
Natixis analyzes the proposals from French far-left parties to cancel or restructure France's public debt held by the Eurosystem/Bank of France. The report argues that such proposals are legally, institutionally, and financially problematic, likely to…
In August 2026, Euro area headline inflation rose to 3.26% y/y, above Natixis's estimate of 3.20%, while core inflation fell to 2.41% y/y, below the forecast of 2.50%. Energy price growth accelerated significantly, offsetting easing services inflation.…
Scotiabank Economics reports that Chile's GDP contracted 1.5% y/y in July 2026, with rising risks of a third consecutive quarterly contraction in Q3-26, and expects the central bank to slash its 2026 growth forecast to 0.25%-0.75% in next week's MPR. In Peru,…
MUFG has revised its USD/PHP forecasts slightly higher, expecting the pair to trade around 62.00 in 2H 2026 before declining to 61.00 by 1H 2027. The revision reflects USD/PHP breaking above 62.00, elevated oil prices, and sticky US yields. However, MUFG…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
Natixis assesses the US dual mandate in August 2026, noting a clear cooling in the labor market with July nonfarm payrolls at -23k and unemployment at 4.1%, while inflation is easing gradually with headline CPI at 0.07% m/m and core at 0.22% m/m. The Fed is…
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…
Natixis expects Colombia's 2026 GDP growth at 2.8% and 2027 at 2.9%, boosted by reconstruction after the August 2026 earthquake. Inflation is forecast at 6.6% in 2026, above target, with risks from El Niño. Fiscal deficit is seen widening to 7.2% of GDP in…
Chile's unemployment rate rose to 9.5% in the three months to July, above consensus, with job losses driven by weather disruptions and structural weaknesses. Employment posted its first annual decline in over five years, reflecting deterioration across…
Markets are awaiting Fed Chair Warsh's speech at Jackson Hole, with uncertainty over whether he will provide near-term guidance or focus on broader themes. Canada's Q2 GDP is expected to show strong growth, potentially the fastest in the G7. Eurozone…