Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Westpac IQ's report 'Short duration nation' argues that Australia's financial system is structurally biased toward short-duration assets and floating-rate mortgages, unlike the US's 30-year fixed-rate mortgage model. This is due to tax incentives, APRA's…
RBC Economics expects the August employment report to show 16K jobs added with unemployment holding at 4.1%, viewing the payroll slowdown as a supply-side story rather than labor market weakness. They highlight retirements and low immigration as key drivers…
RBC Economics reports that Canada's real GDP rebounded strongly in Q2 2026, rising 3.3% annualized, driven by domestic demand and net trade, but expects growth to moderate in the second half due to temporary factors and U.S. tariffs, while the Bank of Canada…
Canada's Q2 2026 GDP grew 3.3% annualized, the fastest in the G7, with strong domestic demand and investment. The Bank of Canada is unlikely to cut rates given robust interest-sensitive sectors. Momentum persists into Q3, though inventory swings and trade…
Scotiabank Economics expects the Bank of Canada to hold rates at 2.25% this week but sees hikes starting in December, with two more next year, citing stronger growth and inflation risks. The US August nonfarm payrolls are forecast at +30k, and the report…
Scotiabank Economics' Latam Weekly report reviews upcoming key data from Latin America and G10 economies, highlighting Mexico's Q2-2026 GDP details, Peru's inflation and growth outlook, and Brazil's and Chile's GDP expectations. Trade risks persist for…
Markets are awaiting Fed Chair Warsh's speech at Jackson Hole, with uncertainty over whether he will provide near-term guidance or focus on broader themes. Canada's Q2 GDP is expected to show strong growth, potentially the fastest in the G7. Eurozone…
OCBC Research's daily credit snapshot highlights a strong US equity rally led by technology shares, with Nvidia results boosting AI sentiment. Oil prices rose on geopolitical tensions with Iran, and US jobless claims fell. Credit spreads tightened across US…
RBC Economics expects Canada's trade surplus to widen in July due to tariff front-loading, a smaller job gain in August, and the Bank of Canada to hold rates steady in September. Risks from further tariff escalation and high oil prices persist, but the…
Intesa Sanpaolo expects the dollar to consolidate in the near term but sees a structurally weaker dollar over the medium term, with the yen having the best appreciation potential among major currencies if BoJ normalization continues and yield differentials…
RBC Economics reports that Canadian home resales surged 5.9% m/m in February 2020 to 546k annualized units, the strongest in over two years, but the COVID-19 pandemic is expected to cause a sharp but temporary decline in activity, with home prices likely to…
RBC Economics maintains its base case for Canada's near-term growth despite new U.S. tariffs, but sees risks tilted to the downside due to potential trade escalation. Tariffs affect a small share of the economy, and fiscal support helps. The Bank of Canada is…
RBC Economics expects Canadian grocery inflation to persist at a pace above overall inflation in the near term, driven by high meat prices, a weak Canadian dollar, and sticky supply chain costs, before moderating closer to headline inflation next year. Key…
ING argues that lower energy prices support risk assets and a benign dollar decline, validated by a drop in longer-dated Treasury yields. The report highlights key events (US PCE, Nvidia earnings, Jackson Hole) and maintains bullish stances on EUR/USD and…
ING expects the Canadian dollar to underperform most G10 currencies in the coming months due to escalating US-Canada trade tensions and dovish Bank of Canada repricing. While USD/CAD has near-term upside to the 1.3920-1.3950 area, a bearish USD view due to…
The U.S. has imposed 50% tariffs on about 5% of Canadian exports, prompting Canada to plan dollar-for-dollar counter-tariffs starting September 8. These measures could reduce Canadian GDP growth by 0.4-0.7 percentage points over the next year, with inflation…
Scotiabank Economics assesses the collapse of Canada-US trade talks, noting muted market reactions, modest macro impact, and risks in both directions.
RBC Economics assesses the new U.S. Section 338 tariffs on a subset of Canadian exports, noting the limited macro impact but significant sectoral and regional effects, while highlighting heightened uncertainty and implications for BoC policy and CUSMA…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…
RBC Economics expects July PCE inflation to remain elevated with core PCE at 0.2% m/m and 3.3% y/y, and headline at 0.1% m/m and 3.6% y/y. Consumer spending is slowing, with the saving rate at a concerning 2.7% and rising non-mortgage interest burdens. The…