Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
Westpac IQ's report 'Short duration nation' argues that Australia's financial system is structurally biased toward short-duration assets and floating-rate mortgages, unlike the US's 30-year fixed-rate mortgage model. This is due to tax incentives, APRA's…
Westpac expects Australian GDP to rise 0.2% q/q and 1.7% y/y in Q2 2026, with domestic demand above trend but net exports dragging due to high import content. Productivity is seen falling 0.2% q/q, partly due to a temporary energy supply shock and investment…
Westpac does not view the strong July CPI print as sufficient evidence to fully price in an RBA rate hike, maintaining that a November hike is plausible but not the base case.
ING's Asia week ahead focuses on GDP releases from India and Australia, China's PMIs, Philippines inflation, Japan's retail sales and industrial production, and Korea's trade and inflation. India's GDP growth is expected to ease to 7.5% YoY but remain robust;…
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…
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…
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…
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…
OCBC Research's daily treasury outlook for 26 August 2026 highlights a rebound in US equities supported by falling Treasury yields and lower oil prices, amid ongoing trade tensions and geopolitical risks. Key data points include weaker US new-home sales and…
ING argues that lower energy prices support risk assets and a benign dollar decline, validated by a drop in longer-dated Treasury yields. The report highlights key events (US PCE, Nvidia earnings, Jackson Hole) and maintains bullish stances on EUR/USD and…
OCBC's Daily Treasury Outlook highlights mixed global markets amid US sanctions on Iran and new tariffs, with tech-led equity declines and a stronger dollar. Gold rallies above $4,680/oz, while Brent settles near $92/bbl. The PBOC's liquidity operations…
The dollar starts the week firm, supported by the bond market, but faces downside risks from escalating US-Canada trade tensions and potential US-China trade conflict. EUR/USD is likely to stabilize rather than rally above 1.170, with fair value just below…
Westpac's weekly report notes the recent rise in bond yields, driven by multiple factors rather than a single catalyst, and discusses its implications for confidence. The report also previews upcoming Australian and New Zealand economic data, including RBA…
OCBC's Daily Treasury Outlook highlights a tense market environment with rising UST yields, geopolitical risks, and mixed economic data. The report covers key central bank meetings, inflation data, and corporate earnings, providing insights on FX, rates, and…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…
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%).…
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…
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…
OCBC Research's Daily Treasury Outlook highlights a global bond rout pushing long-dated Treasury yields to multi-decade highs, triggering a sharp selloff in US equities, particularly technology and semiconductor stocks. Geopolitical tensions between the US…
Westpac's Consumer Sentiment Index rose 6% in August, driven by improved clarity on rates and finances among mortgage holders after the RBA meeting. Housing sentiment improved but remains below average.