Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Schroders maintains a constructive stance on cyclical assets, upgrades gold to positive, re-establishes long USD positions, and retains negative views on credit spreads while staying tactically positive on government bonds. Key risks include inflation…
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
SMBC's US Rates Strategy Weekly discusses the Treasury's decision to double long-end buybacks, its implications for term yields, and the conditions under which yields might decline. The report suggests that buybacks alone are unlikely to durably lower…
Get early access. Subscribe to the From the US Market Desk LinkedIn newsletter. Our real gross domestic product (GDP) forecast for 2026 is 2.5% (based on our Global Investment Management Survey) versus the Federal Reserve’s (Fed's) forecast of 2.2% and the…
Nomura's analysis of AI's impact on Asia's labor market since the launch of generative AI models shows that AI-related hiring (131K jobs) has outpaced AI-related firings (61K jobs), indicating a net positive effect so far. However, the aggregate figures mask…
UBS CIO notes that the US Treasury's bond market intervention had a limited effect, with 30-year yields near 5.25%, while the dollar weakened and gold surged. They favor short/medium-duration bonds, see gold rising to USD 5,400/oz in 12 months, expect dollar…
Mizuho Financial Group and Mizuho Bank won the Celent Model Bank 2017 award for consumer banking channel innovation, recognizing their use of the Line messaging app for account balance checking and the humanoid robot Pepper as a branch concierge. These…
Mizuho Financial Group and China Development Bank have signed a memorandum of understanding to cooperate in commercial banking, aiming to enhance services for Japanese companies expanding in China and Asia, and to support the development of the Chinese and…
Mizuho Financial Group announced the merger of its U.S. subsidiaries, Mizuho Bank (USA) and Mizuho Trust & Banking Co. (USA), effective December 31, 2017, to integrate banking and trust services in the U.S., streamline operations, and enhance support for…
Mizuho Financial Group has signed a memorandum of understanding with the Industrial and Commercial Bank of China (ICBC) to enhance mutual cooperation in markets outside their home countries. This agreement aims to facilitate information exchange, business…
Mizuho Securities plans to raise approximately JPY 75 billion via a third-party share allotment to Norinchukin Bank, following Norinchukin Securities' business transfer. This will strengthen their partnership and enhance Mizuho Securities' business platform…
MUFG's monthly indicator tables for eight Asia-Pacific economies show growth holding up through April 2026, led by Vietnam (Q1 real GDP +7.8% YoY) and Indonesia (+5.6%), while Singapore and Malaysia decelerate mildly (Singapore Q1 +4.6%; Malaysia Q4 +6.3%).…
MUFG's Middle East Daily report highlights rising oil prices amid US economic pressure on Iran, gold's rally following US Treasury buybacks, PIF's profit growth despite asset shortfalls, and Egypt's improved risk premium. The report also covers credit market…
Al Tylis, CEO, Apollo Sports Capital: Sports has grown significantly as an asset class. It used to be a mom-and-pop, family-run business, and now it's turned into a highly institutionalized asset class that has grown exponentially over the last couple of…
Standard Chartered believes gold prices have likely bottomed and will grind higher to USD 4,600 over the next 6-12 months, supported by strong central bank demand and safe-haven flows, but capped by rising long-maturity bond yields. The bank recommends…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
The US Treasury's surprise doubling of longer-dated debt buybacks aims to cap long-end yields, but UBS CIO views it as a tactical move with limited long-term impact, given persistent fiscal deficits and supply concerns. The Fed is likely to stay on hold this…
Franklin Templeton identifies income opportunities in equity volatility and investment-grade credit dislocations. High single-stock volatility supports equity-linked notes, while AI-driven issuance by hyperscalers has widened long-end IG spreads, offering…
MUFG's August 2026 report provides an overview of key macroeconomic indicators across ASEAN, India, and Australia. The data highlights divergent trends, with Singapore and Vietnam showing strong growth, Indonesia and the Philippines facing currency…
J.P. Morgan sees supportive medium-term copper prices on tight mine supply, weak production, and electrification demand, though tariff uncertainty and China-US copper flows remain a key driver. Aluminum faces a potential lasting deficit with forecasts of…