Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The article by Saxo Bank explains that commodity investors are earning extra returns not just from rising spot prices but from positive roll yields in backwardated futures markets, especially in energy. It highlights the Bloomberg Commodity Total Return Index…
OCBC Research's Daily Credit Snapshot reports stabilizing risk sentiment with US equities up, oil prices down despite Middle East tensions, and mixed US labor data. Credit spreads showed slight widening in investment grade and tightening in high yield. The…
The Trump Administration's expansion of most-favored nation (MFN) pricing agreements to 26 pharmaceutical manufacturers is reshaping the global pharma industry by attracting investment into the US while not significantly lowering prices for American patients.…
Turkish inflation continued its gradual decline in August 2026, with annual CPI easing to 31.5% from 31.8%, helped by benign food prices and a tightly managed lira. However, core and services inflation remain elevated, and oil price volatility poses key…
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…
Standard Chartered highlights a K-shaped transition in China, recommending selective exposure to AI, power, and electrification themes in equities, while favoring China government bonds as portfolio diversifiers. The bank maintains an Overweight stance on…
Intesa Sanpaolo expects the ECB to raise its deposit rate by 25 basis points to 2.50% at the September 2026 meeting, given persistent above-target inflation and energy shock risks. The bank sees the rate rise as likely the last in the cycle under its baseline…
Nomura introduces a Chip Shortage Index (CSI) to track semiconductor supply-demand imbalances, which it identifies as a key driver of the AI-era business cycle. The index currently reads 103.8, indicating a severe shortage that is expected to sustain elevated…
ING maintains a bullish medium-term view on the US dollar, citing higher front-end rates and rising energy prices, with near-term upside risks remaining. The report notes intervention fears in USD/JPY after a sharp yen move, hawkish expectations for the ECB…
ING argues that the eurozone's decades-old export-led growth model is eroding due to a fundamentally changed external environment: the energy crisis, rising Chinese competition, and politicized trade. The eurozone faces a choice between rebalancing toward…
Westpac IQ's September 2026 report highlights persistent high energy prices due to the US-Iran conflict, pushing goods inflation higher without significant second-round effects, and a tightening bias among central banks. Australian GDP grew 0.4% qtr in Q2 but…
Commonwealth Bank highlights a structural shift in global bond markets, with long-term yields at multi-decade highs due to higher expected average interest rates, rising government debt, and reversed deflationary forces. The US 10-year Treasury yield near…
Saxo Bank's Market Quick Take for September 3, 2026, highlights a rebound in shares and bonds as oil prices steadied. Key themes include cooling US job growth, persistent inflation concerns, a rebound in tech stocks, a strong yen rally, and steadying crude…
Westpac's report on Australia's trade in goods for July highlights a narrowing trade surplus to $1.9bn, with exports falling due to gold declines and imports easing, while noting underlying trends in data centre investment and EV sales that may influence…
OCBC Research maintains a positive stance on Singapore-listed palm oil plantation stocks, expecting elevated CPO prices. The report raises the 2026 CPO price forecast to MYR4,450/mt, sees upside risks, and names Bumitama Agri (BAL) as the preferred pick due…
Westpac IQ's September 2026 Agriculture Report highlights a resilient Australian farm sector with farm GVA growth upgraded to 0.9% for 2026, driven by stronger crop production and robust livestock output. Commodity prices are expected to rise, with the…
Risk sentiment stabilized with US equities closing higher, while oil prices dipped despite geopolitical tensions. OCBC highlights continued Singapore growth momentum with upgraded MAS SPF forecasts, and notes softer US labor data with reduced Fed rate hike…
MUFG's JPY Monthly report for September 2026 highlights the impact of coordinated Japan-US FX intervention (JPY15.4tn since late July) in containing yen weakness, with markets now expecting a BOJ rate hike in September (over 90% priced in) partly due to US…
US dollar softened after weak ADP employment data, but inflation pressures persist due to rising oil and agricultural prices. Asian FX faced mixed moves, with KRW strengthening on robust exports and BNM expected to hold rates. Treasury yields dipped but…
MUFG research argues that the rupiah's recent recovery is tactical, not structural, due to persistent trade and oil pressures, and maintains a USDIDR forecast of 18,350 by end-2026.