Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 ASIA WEEK AHEAD CHINA INDIA Asia week ahead: Key data on China, Taiwan, India, Japan, Korea Markets will focus on trade and inflation data from China…
Snap | 4 September 2026 1 THINK Economic and financial analysis Snap | 4 September 2026 RATES PHILIPPINES Philippine inflation pressures persist despite softer CPI While Philippine headline CPI eased marginally, persistent core inflation and rising food-price…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 COMMODITIES DAILY The Commodities Feed: Oil maintains gains amid Persian Gulf escalation Oil prices are still holding most of their recent gains, but those could…
The article provides OCBC's daily treasury outlook, focusing on US market movements, upcoming labor data, and regional developments. US equities rebounded on strong services data and dovish Fed comments, while oil prices held near highs. The report…
Macquarie Capital facilitated the growth of ATTIKON Finanz AG, an independent German insurance distribution platform, through a private credit facility and equity investment, and later advised on a third-party private equity investment from Astorg. The…
MUFG's fixed income commentary previews Japan's upcoming economic data for early September 2026, forecasting moderate growth in business conditions, sustained wage increases, a narrowed current account surplus, an upward revision to Q2 GDP, continued high…
The report covers the EU SFDR Article 8 periodic disclosures for Deutsche Bank's DB Strategic Asset Allocation (SAA) (Plus) product. It confirms adherence to MSCI positive screens and PAI consideration for greenhouse gas emissions and social/employment…
SMBC expects core PCE inflation to remain elevated near 3.3% YoY in July, and notes the Fed's preferred inflation metrics are unlikely to fully ease policy concerns given sticky disinflation. The bank also details a causal chain where real income leads…
Scotiabank Economics expects central banks in Chile and Peru to hold policy rates steady, with regional inflation prints and U.S. CPI in focus. Chile's inflation is seen reaccelerating but growth is weak, while Peru's inflation is above target but driven by…
New Zealand total building activity rose 4.8% in the June quarter 2026, significantly above Westpac's forecast of 1.0%, marking the first increase in a year. Residential building rebounded strongly and is expected to continue rising into 2027, while…
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,…
MUFG notes that USD/JPY selling has accelerated amid shifting momentum, with expectations of faster BoJ hikes and potential GPIF allocation changes supporting a more sustained yen recovery. The bank recommends a new short EUR/JPY trade and has closed its long…
MUFG observes that the recent sharp yen appreciation appears driven by fundamental drivers rather than intervention, increasing the likelihood of a sustained USD/JPY rebound below 155.00. Building expectations for faster BoJ tightening, including a possible…
According to MUFG's Asia Macro Notebook for September 2026, August PMIs across Asia indicate a broadening growth momentum, driven by technology and AI-related demand, while China's recovery remains uneven with continued weakness in services, construction, and…
MUFG reports a sharp yen appreciation from 160 to 155.30, driven by market expectations of a potential BOJ jumbo rate hike and dovish Fed comments, while highlighting India's FX inflows and rate outlook.
Westpac IQ balances growth and inflation risks in Australia and globally, noting resilient consumer but soft demand, RBNZ tightening path, and US Fed's cautious stance with potential hikes if inflation persists.
In this retrospective, Charles Schwab's strategist reflects on 40 years of lessons from market legends like Templeton, Zweig, and Farrell, emphasizing that market cycles and investor psychology repeat, and cautioning against complacency amid high valuations.…
The article discusses how dovish comments from the Fed's Waller provided a temporary relief in rates markets, but a strong ISM services report reverted some of the decline. Markets remain data-sensitive, and the upcoming US payrolls and CPI will determine…