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Commonwealth Bank forecasts a deeper and broader Australian housing downturn, with national dwelling prices expected to fall around 9% from peak to trough. The correction has spread to Brisbane, Perth, and Adelaide, with sharper declines in Sydney and…
Julius Baer's 2026 report highlights the evolution of Indian family offices from wealth preservation to active investment, with rising numbers, institutionalization, governance reforms, greater focus on alternatives, AI adoption, and increasing globalization.…
Eurozone inflation rose to 3.3% y/y in August 2026, driven entirely by energy prices, with core inflation easing. Intesa Sanpaolo expects the ECB to hike rates once more in September, but sees reduced odds of further increases unless Middle East conflicts…
Westpac reports a 3.6% month-on-month decline in total Australian dwelling approvals for July, with the annual pace easing to 9.0%yr. Weakness was driven by a 4.2%mth fall in private detached dwelling approvals, while private unit approvals edged down 0.4%mth…
Australia's dwelling price correction deepened in August 2026, with the national Cotality index falling 0.9% m/m, following downward revisions to previous months. Prices are now 3.6% below their March peak, and annual growth slowed to 2.7%. Declines are…
Saxo Bank's report 'Mapping the energy sector' advises investors to treat energy as a multi-faceted opportunity rather than a single trade. It highlights geopolitical risks (Middle East tensions, Strait of Hormuz) that could push oil prices higher despite…
ING highlights divergent dynamics across the yield curve: while front-end rates remain anchored by hawkish central bank pricing, long-end yields face upward pressure from fiscal deficits, supply concerns, and tech-driven growth expectations, with US…
ING THINK sees Poland's 2027 budget as having mixed implications for the bond market: while headline borrowing needs look encouraging, fiscal consolidation delays, a high deficit, and potential supply pressures from quasi-sovereign issuers could weigh on…
OCBC's Daily Treasury Outlook covers market reactions to renewed US-Iran hostilities, which lifted oil prices and weighed on US equities, while global data showed India's strong GDP growth, China's PMI improving but still in contraction, and Japan's retail…
Citi's Markets Edition podcast discusses the impact of AI-related debt issuance on investment-grade credit markets and the implications for equity investors. The conversation highlights the significant scale of AI financing, potential strains in credit…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…
OCBC Research notes a hawkish rate repricing causing bear flattening in credit markets, favoring quality high-yield (HY) over duration-heavy investment-grade (IG) bonds. Carry is preferred over spread compression due to tight valuations. Banks benefit from…
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…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
MUFG's Asia FX commentary highlights mixed risk sentiment as markets digest Fed policy signals and Middle East tensions, with a notable view that Indian rates are likely to rise given robust GDP growth and other factors. The report also notes USD/JPY near…
Fixed Income Commentary September 1, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary 】 Quick comment: 10-year JGB yield hits 3% (original Japanese report issued on September 1, 2026) Key points ■ 10-year JGB yield touches key psychological threshold…
The Société Générale report outlines the decarbonization challenges and financing requirements for the European iron and steel value chain, emphasizing the sector's transition to low-carbon technologies and the need for sustainable investment.
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…
Franklin Templeton Fixed Income sees a stagflationary global backdrop with rising inflation and uneven growth. Central banks, including the Fed under Kevin Warsh, are expected to remain cautious, with potential rate hikes if inflation persists. The US economy…