Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
RBC Economics expects Canada's housing market to recover gradually in 2026-2027, with national resales and prices declining in 2026 before growing in 2027, while regional differences and risks remain.
UBS CIO expects elevated bond yield volatility near term, with 30-year and 10-year US Treasury yields ending 2025 at 5% and 4.5% respectively. However, shorter-dated government bond yields should decline, supporting a preference for short- to…
ING THINK reports that the Czech manufacturing PMI rose to 54.1 in August, driven by strong output, new orders, and renewed employment growth, signaling a robust expansion. However, the Czech government's proposed 2027 deficit of CZK389bn exceeds the level…
ING Think's analysis of August US economic data highlights a robust manufacturing sector driven by tech investment, yet a subdued jobs market with low wage pressure. The ISM manufacturing index at 54.6 signals ongoing expansion, but employment remains weak,…
Saxo Bank's September 2026 report highlights a collision between rising commodity prices and higher interest rates. Energy and agricultural commodities are driving inflation up, while gold and silver face headwinds from tighter monetary conditions. Industrial…
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…
The report covers Middle East energy and macro developments, highlighting oil price increases due to renewed US-Iran tensions, with Brent around USD91/b and WTI above USD86/b. Gold holds near USD4,445/oz amid safe-haven demand but faces headwinds from…
Société Générale assesses that US verbal pressure to lower oil prices is increasingly insufficient as the Iran conflict persists, with prices likely to remain elevated and potentially rise further if supply disruptions materialize.
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…
Wellington Management's September 2026 report argues that the forces pushing US long-term yields higher are structural, driven by persistent fiscal deficits, heavy Treasury issuance, shifting global capital flows, and leveraged positioning. The report views…
ING expects Italian GDP to expand by 0.2% in Q3 2026, similar to Q2, supported by domestic demand but with risks from energy-driven inflation. They maintain 2026 average GDP growth at 0.9% and average inflation at 2.7%.
ING Think revises Hungary's 2026 GDP growth forecast to 1.7%, citing consumption as the main driver while investment remains weak due to project suspensions and demographic headwinds. Growth is expected to accelerate to around 3.0% in 2027-2028, but long-term…
Man Institute's proprietary MacroScope model finds current market conditions most resemble May 1997 (pre-Asian crisis) and February 2013 (pre-taper tantrum), implying a fragile equilibrium where widely known risks are not yet disruptive. The firm adopts…
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.…
ING Think reports that Dutch headline inflation fell to 2.8% y/y in August, driven by easing services and food inflation, but energy inflation accelerated to double digits. The report cautions that this decline is temporary, with upside risks from energy…
Headline eurozone inflation rose to 3.3% in August, the highest since the start of the Middle East war, driven by energy prices, while core inflation fell back to 2.4%, indicating limited pass-through. The ECB may hike in September, but the benign core rate…
The article is a summary of the SOCIETE GENERALE Eurofinance 2026 conference, with a focus on oil prices pressure from Iran conflict and Trump's limited verbal influence, plus some expert views and events.
Natixis reports that while diplomacy continues in the Middle East, military attacks have resumed, keeping the Hormuz risk premium elevated and constraining trade flows. Oil prices rose, GCC CDS remained stable, equities were mixed, foreign outflows moderated…
Amundi expects France's GDP to grow modestly at 0.6% in 2026 and around 1.0% in 2027, with inflation easing to 1.7% by Q4 2027. The fiscal position is under scrutiny, with debt at 118% of GDP and a deficit of 5.1%. The 2027 budget is pivotal; credible…
The dollar is struggling to hold gains despite hawkish Fed expectations, with long-end Treasury yields and the debasement trade weighing on it. However, ING expects hawkish Fed repricing to support USD this week, with DXY potentially reclaiming 100.0. EUR/USD…