Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The COT report for the week ending 25 August 2026 shows hedge funds cutting dollar longs after the US Treasury buyback announcement, with notable short covering in the euro, Canadian dollar, Swiss franc, and NZ dollar, while yen selling continued. Grain and…
State Street Investment Management advocates for quant-anchored tactical asset allocation (QTAA) as a disciplined, data-driven overlay to strategic allocation, offering uncorrelated alpha, improved risk management, and customization. Their process combines…
Standard Chartered's report examines the growing role of stablecoins in institutional finance, highlighting their potential in cross-border payments, treasury, and liquidity management. It notes that stablecoins could rise from less than 1% of cross-border…
Standard Chartered highlights the deepening US-India investment corridor, driven by structural factors like demographics, digital infrastructure, and policy initiatives. The report identifies technology, manufacturing, and healthcare as key sectors, with…
Saxo Bank's Market Quick Take highlights a risk-off start to the week driven by a hawkish Fed Chair speech and renewed Middle East tensions. The USD strengthened, yields rose, and equities faced headwinds, while crude oil surged and gold fell. Digital asset…
Focus France Macro Based on information available up to 31 August 2026 Please read carefully the important disclosures at the end of this publication. Towards the elections: fiscal and political risks France will return to the polls in the spring of 2027…
Commonwealth Bank highlights the emergence of Western Sydney International Airport as a major economic hub, with a proposed A$24bn industrial development pipeline that could boost regional industrial floorspace by 55%. The development is supported by strong…
Westpac's weekly report notes that Australian rate hike odds have risen but are not yet odds-on, with the RBNZ decision and domestic data (Q2 GDP, private credit, dwelling approvals) in focus. The report emphasizes a 'short duration nation' theme and the need…
The report is an interview-style article where ANZ's incoming Non-Executive Director shares her perspective on the transition from executive to board governance, emphasizing the board's role in oversight rather than management. She highlights that focusing on…
OCBC Research's Daily Treasury Outlook for 31 August 2026 highlights a hawkish Fed stance, with increased probability of a September rate hike, and key economic data releases ahead, including US CPI and nonfarm payrolls. The report also covers regional…
ING highlights that escalating US-Iran military strikes have pushed Brent above $90/bbl amidst risks to Persian Gulf oil flows, and warns of supply tightness in diesel and LNG. Gold faces headwinds from hawkish Fed comments, while agricultural markets show…
China's August PMIs showed mixed signals: manufacturing rebounded but stayed contractionary, while non-manufacturing remained weak, indicating sluggish domestic demand and limited rebound.
Westpac's latest Economic Overview indicates a recovering New Zealand economy following a pause during the Iran war, with growth expected to strengthen and broaden beyond the external sector. Persistent high inflation has shifted the RBNZ to a tightening…
OCBC Research's Weekly Research Views covers macro, geopolitical, and credit developments, highlighting a hawkish Fed, US-Iran conflict, and resilient Asia growth. Key forecasts include RBA hike, BNM hold, BoT normalization, BSP hikes, and Singapore/HK growth…
ING expects US 10-year yields to rise toward 4.75%-5% due to real rate pressures, while front-end rates remain sticky unless weak payrolls intervene; eurozone rates face upside risks from inflation surprises; oil is the key short-term driver of rates.
UBS CIO expects the Fed to keep rates on hold despite hawkish signals from Chair Warsh, favoring short- to medium-duration quality bonds.
UBS CIO expects limited near-term oil market impact from the US-Venezuela deal despite its strategic significance, maintains Brent at USD 85/bbl for Dec 2026 with upside risks, favors broad commodities, keeps Neutral on US energy equities, sees Fed rate hike…
MUFG's Asia FX Talk discusses the hawkish repricing of Fed rate expectations following Chair Warsh's Jackson Hole speech, which has strengthened the US dollar and poses headwinds for Asian currencies, particularly THB and IDR, while SGD and MYR appear more…
MUFG expects global growth of 3.3% y/y in 2026 (+0.3pp upgrade) and 3.1% in 2027, with inflation revised down to 2.7% in 2026 and 2.2% in 2027. The baseline assumes no significant geopolitical escalation and gradual crude supply recovery, keeping prices in…
Commonwealth Bank's Luke Yeaman argues that the global economy has entered a new era of heightened uncertainty and volatility driven by four structural forces: geopolitical rivalry, AI and robotics, the Net Zero transition, and demographic shifts. These…