Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Macquarie Asset Management (MAM), through a joint venture with PAHI, developed a new commercial passenger terminal at Montreal's YHU airport to address capacity constraints at YUL. The terminal launched in June 2026 with 11 routes, supporting up to 4 million…
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…
SEB's Nordic Outlook highlights resilient global growth with upward revisions, contained oil price effects but strained distillate markets, central banks diverging (Fed on hold, ECB hiking), improved Swedish growth forecasts with a Riksbank hike expected in…
SEB has increased its risk allocation in equity markets due to rising global growth, contained inflation, and a broader cyclical upswing. While geopolitical tensions related to Iran and higher energy prices persist, equity markets, particularly in Sweden,…
ING maintains its call for no Fed hikes this year despite mixed US data and hawkish market pricing, viewing the September FOMC as a conundrum. The dollar may find support ahead of Warsh's speech, while CAD faces further downside and AUD's gains are likely…
Citi discusses the emergence of Physical AI, where artificial intelligence expands into real-world applications such as factories, warehouses, and transportation, potentially transforming industries and supply chains. The report highlights implications for…
OCBC's Daily Treasury Outlook notes that US July CPI/PCE data came in hotter than expected, reviving rate-hike speculation and pushing Treasury yields higher. Nvidia's strong FY2028 revenue guidance supports the tech/AI upcycle in Asia. Geopolitical…
Saxo Bank's analysis of Nvidia's Q2 FY2028 results highlights a beat-and-raise quarter with strong AI demand, but flags margin compression from memory costs, weaker free cash flow, and valuation headwinds from rising bond yields. The report sees positive…
SMBC Nikko highlights that the expiration of pandemic-era stimulus funding (ESSER and SLFRF) will reduce public sector employment over the next year, with an estimated 214k total job losses, and provides forecasts for August NFP, private NFP, and unemployment.
Standard Chartered argues that structural bond market pressures—rising term premia from fiscal deficits, populism, and Fed opacity—are not being fully expressed in yields due to Treasury buybacks and financial repression. The adjustment is instead happening…
Invesco's Matt Brill discusses the investment grade credit market, highlighting strong corporate balance sheets, attractive all-in yields, and the impact of hyperscaler AI spending. He argues that credit markets remain diversified relative to equities, with…
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…
The ECB's July minutes show a growing internal support for a September rate hike, with the eurozone economy showing unexpected resilience and inflation risks tilted to the upside. However, the ECB is likely to limit itself to one more hike, as a restrictive…
UBS CIO notes that long-end Treasury yields are retreating from recent peaks due to Treasury buybacks and easing oil supply concerns, but structural forces—Fed uncertainty, AI-driven corporate debt issuance, and fiscal pressures—may keep long-term borrowing…
Scotiabank Economics reports on Mexico's July 2026 trade data showing double-digit growth in exports and imports, with a trade deficit for the month but a surplus for the first half. It also highlights stable unemployment and high informality. For Peru,…
Saxo Bank's Market Quick Take highlights a firmer July PCE inflation print that solidified expectations for a December Fed rate hike, while Nvidia's strong earnings and guidance boosted AI-related equities but left broader markets mixed. Wheat hit a…
ING Think's latest Rates Spark report highlights mounting pressure on French OAT spreads due to political uncertainty and fiscal strain, while spillovers to other markets remain limited. The ECB's hawkish stance, persistent energy price pressures, and…
A member of MUFG, a global financial group Central Bank View 2026 Jackson Hole Fed Preview: A pitstop on the path to no hikes… MUFG Securities, Inc & MUFG Bank, Ltd. August 27, 2026 US Desk Strategy | Global Markets Americas Central…
Westpac expects the RBA to keep rates on hold through the remainder of the year despite a hotter-than-expected July CPI, which increased the risk of a November hike. Underlying inflation remains above target, but softer labour market and wage outcomes reduce…
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…