Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Invesco's market outlook for late August 2026 focuses on the resilience of the bull market despite concerns over Federal Reserve policy, AI spending, and government debt. The firm highlights strong earnings, broader market participation, and flat oil as…
Franklin Templeton Investment Solutions highlights that inflation and policy are major market concerns while global growth remains resilient, and advocates for staying invested across asset classes. They note bifurcation in equity sectors and regions, suggest…
Invesco's Global Head of Research, Benjamin Jones, analyzes the Federal Reserve's stance after Chair Kevin Warsh's Jackson Hole speech, expecting the Fed to remain on hold for the rest of the year. He anticipates reduced forward guidance to widen outcome…
Amundi's report discusses the resilient global growth and inflation above target six months into the Iran conflict, with equities benefiting from AI-driven earnings and bonds pressured by fiscal concerns. The report emphasizes diversification and selectivity…
Scotiabank Economics reports that Peruvian direct loan growth accelerated to 8.7% y/y in July, driven by strong household and business lending, and forecasts growth of 8.0% y/y by end-2026.
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
BNP Paribas warns that central bank independence is facing its most severe stress test in a century, driven by high sovereign debt, supply-shock inflation, and political attacks. The erosion of credibility could unanchor inflation expectations, raise risk…
PIMCO assesses that most U.S. investment grade and high yield corporate issuers can manage higher refinancing costs due to healthy interest coverage ratios, but CCC-rated issuers face acute pressure as their maturing debt coupons could double if refinanced at…
UBS CIO notes that while the US-Venezuela oil agreement is strategically significant, it is unlikely to materially affect oil markets in the near term due to Hormuz disruption, slow Venezuelan output gains, and uncertain legal durability. They maintain a…
German headline inflation rose slightly to 2.9% YoY in August, driven by higher energy prices, while core and services inflation remained contained. ING expects headline inflation to stay above 3% until year-end due to persistent oil prices and potential gas…
Poland's GDP growth was revised up to 3.9% YoY in Q2 2026 from a flash estimate of 3.8%, driven by a rebound in fixed investment and positive net exports. Despite global headwinds from the Middle East conflict, ING maintains its 2026 GDP growth forecast of…
MUFG expects the 10-year JGB yield to remain below 3% in September 2026, with the BoJ likely raising rates to 1.25%. The yield is forecast to decline to 2.65% by end-FY27 and end-FY28.
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…
Saxo Bank highlights the growing importance of custom AI chips as a second growth engine alongside Nvidia’s GPUs, with Broadcom and Marvell competing for Big Tech designs. Marvell’s recent earnings beat and raised outlook still led to a 10% share drop due to…
State Street's Weekly Economic Perspectives highlights a hawkish Fed under Chair Warsh, with the bias towards higher rates, while acknowledging a close call for September. Canadian growth rebounded strongly in Q2, driven by consumption and fixed investment,…
State Street's report highlights that US REITs have outperformed the broader equity market in 2026 despite elevated Treasury yields, driven by improving fundamentals, secular growth themes, and healthy balance sheets. Data center REITs have gained from AI…
Polish CPI inflation accelerated to 3.4% YoY in August, beating forecasts due to higher fuel prices, though a temporary VAT cut may have been under-captured. Inflation is expected to remain elevated, keeping rates on hold this year, but base effects may allow…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…
Turkey's GDP grew 2.3% y/y in 2Q26, below consensus and ING forecast, with softer domestic demand offset by positive net exports. Sequential rebound driven by net exports, while household consumption weakened. ING expects moderate H2 growth and sees policy…
CommBank has revised its US rate outlook, now expecting the Federal Reserve to hike rates in September, December and March, each by 25 basis points, totaling 75 bps. The revision is driven by five economic shocks—AI investment boom, tax cuts, lower…