Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Long-term government bond yields are near multi-year highs across major economies, accompanied by elevated volatility. Amundi attributes the move to persistent inflation, monetary policy uncertainty, fiscal concerns and geopolitical tensions affecting energy…
ING argues EUR/USD stays pressured in a new 1.10-1.15 range over three to six months, as solid US growth and a hawkish Fed combine with French budget unrest; the French episode is likened to Italy's 2018 election-driven debt stress rather than Greece's 2012…
ING's October 2026 FX Talking forecast table presents the team's latest foreign exchange projections, sourced from Refinitiv and ING Forecasts. The brief is published under ING's Economic and Financial Analysis and authored by Chris Turner, Global Head of…
ING's October 2026 EMEA FX outlook sees the region's currencies pressured by higher US Treasury yields and a stronger dollar, but insulated by local rate hikes and light foreign positioning outside Hungary. It retains a broadly positive medium-term view on…
State Street notes S&P 500 aggregate earnings beat consensus by 16.8% in Q1 2026 and 26.0% in Q2, the largest surprise in a decade, with 84.6% and 85.8% of companies beating versus a 76.6% ten-year average. Gains were concentrated: Technology, Communication…
Diesel shortages driven by Middle East supply disruptions, reduced Russian exports, limited refining capacity and depleted inventories pose a broad inflation and growth risk. Unlike petrol, diesel demand is hard to cut because it powers trucks, farming,…
Natixis expects Thailand's GDP growth to slow to 2.3% in 2026 and 2.1% in 2027, after Q2 2026 came in at 1.9% YoY versus 2.8% in Q1. An Iran-war energy shock worsens terms of trade and raises jet fuel costs, hurting long-haul tourism, while soft Chinese…
Spain's PM dissolved both houses of Parliament on 5 October 2026, calling early elections for 29 November. Natixis sees a likely shift from left to right, with a PP-led coalition including Vox. Spanish fundamentals remain solid, with growth above the euro…
ASML reports Q3 2026 on 14 October with the 16 October expiry pricing a roughly 6.5% move via the at-the-money straddle, above the 4.7% median and 5.9% average of its last eight report-day moves. The article frames three illustrative, non-recommended…
Geopolitical escalation in Riyadh and an unconfirmed Russia-Ukraine energy ceasefire barely moved FX. Markets instead focus on firm US growth, above-target inflation and a Fed 75bp hiking cycle, with upside risks to 0.2% MoM core September CPI. DXY…
A weekend attack on Riyadh airport briefly pushed Brent above USD 105.50 before it reversed to near USD 103.70, as resilient crude flows, Russia's partial diesel export ban lift and an energy ceasefire offset tensions. Gold stalled above USD 4,200 at USD…
Natixis argues that surging AI data center electricity demand, set to more than double globally from 415 TWh in 2024 to 945 TWh by 2030, will strain US, European and Japanese power infrastructure, where data centers could absorb 48%, 28% and 66% of…
A Commerzbank financial crime specialist volunteers as a coach for business@school, a BCG educational initiative in which pupils spend a school year analysing companies and building business ideas, supported by teachers and corporate coaches. She invests…
CommBank's Wage and Labour Insights show annual wage growth steady at 3.3% and quarterly growth unchanged at 0.8% in the three months to September 2026, while monthly annualised growth slowed to 3.3% from 3.5% in August. The bank says the Fair Work…
OCBC's weekly macro view sees global demand stabilising unevenly, led by AI investment. The Fed keeps further rate hikes in play, supporting the USD but capping breakout odds, while French fiscal fears cap EUR upside. Indonesia's headline CPI rose to 3.3% YoY…
OCBC expects US September headline CPI at 0.6% MoM on fuel, with core at 0.2%, while Singapore's advance 3Q26 GDP is seen at 5.7% YoY and MAS is anticipated to steepen the S$NEER slope by 25bps to 1.5%. The 10-year UST yield closed at 5.243% and the S&P 500…
MUFG reports the dollar index consolidating just above 102 ahead of Wednesday's US September CPI, with the 2-year Treasury yield down about 20bp from its 29th September peak after softer PCE and NFP data. The rate market prices roughly 5bp of Fed hikes this…
The US dollar index stayed firm near 102.20 despite softer University of Michigan sentiment (46.3) and higher one-year inflation expectations (4.7%). Strong 10-year and 30-year Treasury auctions capped long-end yields. India and Taiwan saw foreign equity…
MUFG's Japan economic calendar previews the week of October 12, 2026, with September CGPI expected at +7.5% YoY versus consensus +7.6%, after +7.6% in August. M3 money stock is forecast at +1.2% YoY, with broadly-defined liquidity at +4.4%. August machinery…
Oil retreated as Trump signalled a Russia-Ukraine "energy ceasefire" and proposed direct US diesel imports from Russia, with Brent down 1.1% to USD 103.60/b and WTI at USD 90/b. Middle East risk stayed elevated after a Strait of Hormuz tanker attack and…