Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
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…
Oil prices rose as US-Iran talks stalled, while Hormuz flows show tentative recovery. OPEC faces potential Venezuela exit. European gas prices jumped on fading talks hopes amid tight storage. Zinc remains supported by tight fundamentals despite easing from…
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…
The calendar from Intesa Sanpaolo Research Department lists key macroeconomic releases and central bank events for the week of August 31 to September 4, 2026. It highlights advanced economies' inflation prints, PMIs, and the US labor market data, with a…
The Eurozone ESI improved to 98.4 in August, the highest since January, with broad sector gains, signalling resilience despite fuel and gas risks, supporting an ECB rate hike in September that may be the last. GDP is seen growing ~0.3% q/q in H2 2026 and just…
Intesa Sanpaolo forecasts Italy's 2026 gross government bond issuance at EUR 545bn, with total net issuance of EUR 100bn, driven primarily by BTP issuance of EUR 253bn. The report provides a detailed monthly calendar and highlights a heavy redemption schedule…
Intesa Sanpaolo projects euro area gross government issuance at EUR 1494 billion in 2026, up from EUR 1330 billion in 2025, with net issuance rising from EUR 486 billion to EUR 577 billion. The report details monthly and quarterly issuance by issuer and…
Italian business and consumer confidence rose in August 2026, led by construction and services, although household spending remains cautious. GDP growth may continue in Q3 but at a slower pace, with 2026 growth forecast at 0.8-0.9%.
Citi's report reviews the latest developments in EU and UK financial services regulation, focusing on digital finance, including the digital euro and digital pound projects, stablecoin regimes, crypto-asset regulation, fund tokenisation, AI, cybersecurity,…
Nvidia's earnings confirm sustained AI computing demand, but the AI investment opportunity is broadening beyond GPUs into specialized infrastructure (chips/design), context/software (data & workflows), and control/security (identity, protection, recovery).…
Saxo Bank reports that the commodity rally broadened in August 2026, with precious metals and agriculture outperforming energy. The BCOM TR index is on track for its best month on record, up ~31% YTD. Precious metals rose ~15% on fiscal sustainability…
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…
Commerzbank reports that the German economy has turned upward, with GDP growing 0.35% per quarter on average over the last three quarters, equivalent to an annualized growth rate of 1.5%, exceeding the estimated potential growth of less than 1%.
AQR's analysis shows that tax-aware equity strategies can offer substantial liquidity through partial withdrawals without fully liquidating positions or significantly harming investment objectives. Withdrawal capacity is greater for long-short strategies than…
Macquarie highlights Italy as a prime long-term investment destination driven by EU RRF funds, digital infrastructure, renewables, and transport, presenting opportunities for private capital and domestic investors.
Westpac's weekly analysis highlights an upside surprise in Australian July CPI, prompting an assessment of RBA policy risks, while solid household spending and mixed investment data precede Q2 GDP. Offshore, US consumer resilience contrasts with weak housing…
“Here is a quick overview of what I'll cover in my remarks this morning. You can call it an outline…you can call it a trail map…just don't call it forward guidance.” – Warsh at 2026 Jackson Hole Symposium Warsh’s Jackson Hole speech…
Commonwealth Bank economists revised their RBA cash rate forecast, now expecting a 0.25 percentage point hike in November 2026 to 4.60%, citing a broad-based July CPI upside surprise and persistent underlying inflation, despite slowing growth and a soft…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
SEB analyzes the Swedish krona's structural weakness, attributing it to capital flows, demographics, and policy choices. The bank estimates the krona is 10-15% undervalued in the long term, with long-term fair values of 9.50 per EUR and 8.00 per USD. It…