Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
The UK economy showed resilience in Q2 2026 with GDP growth of 0.4% Q/Q, supported by strong investment and services, but MUFG expects a slowdown in H2 due to fiscal speculation and rising inflation, projecting 1.2% average growth for 2026. The BoE is…
RBC Economics expects US housing starts to remain subdued amid elevated mortgage rates, while industrial production is set to accelerate. Tariff impacts are seen as limited with no major demand destruction, and the LEI is expected to continue signaling…
Standard Chartered's report highlights that Middle East conflict-driven fuel price shocks will disproportionately hit airline earnings, with margins falling at least 20% across all regions in 2026. Over 90% of airlines are projected to generate returns below…
HSBC highlights Southeast Asia as a compelling region for business expansion, citing strong economic resilience, diverse markets, and robust connectivity. The report identifies key opportunities across Singapore, Malaysia, Indonesia, the Philippines,…
HSBC highlights the Americas as the richest opportunity set for international mid-market companies, citing US scale, Mexico's manufacturing and fintech growth, and Brazil's natural resources. It underscores the need for local expertise due to regulatory,…
UBS CIO expects the US dollar to soften over time amid fiscal concerns and moderating data, while recommending selective positioning in high-yielding currencies, gold, and broad commodities. The report highlights opportunities in GBP, NOK, AUD, NZD, CNY, and…
SMBC's US Rates Strategy report discusses the limitations of AI-based inflation forecasts, favors steepening the 5s30s curve, and expects modest improvements in inflation and labor data to keep the Fed on hold. The report also highlights opportunities in swap…
July retail spending was weak, with headline retail sales down 0.6% MoM and the control component down 0.4%, trimming Q3 real PCE tracking to +2.2%. Despite the slowdown, SMBC remains optimistic on Q3 GDP and consumer outlook, expecting a rebound in August…
Invesco's SteelPath monthly commentary highlights that midstream energy equities outperformed broader markets in July 2026, driven by Middle East conflict and higher commodity prices. The Alerian MLP Index rose 6.85% on a price basis and 7.56% total return,…
OCBC Research expects the US Fed to hold rates in September following soft inflation data, with the S&P 500 hitting record highs. Oil prices declined, easing inflation concerns, while geopolitical risks persist. Core producer prices remain elevated,…
MUFG's Middle East Daily report highlights a tight global oil market despite stalled Hormuz talks, with Brent near USD88/b and WTI near USD82/b. Gold hovers near USD4,400/oz supported by softer US inflation reducing rate-hike risk. Gulf oil production…
Standard Chartered argues that the primary risk for AI investments is overcommitment to long-dated capital, not low returns. Despite recent equity corrections, AI monetization is improving, with cloud demand and enterprise adoption strong. The bank estimates…
UBS CIO expects global stocks to continue rallying after recent highs, driven by moderating US inflation and broad earnings strength. They see further gains for the S&P 500 but highlight attractive opportunities in Europe, Japan, and Asia ex-Japan.…
SMBC notes that July 2026 healthcare PPI inflation slowed to 0.12% MoM, the lowest since February 2026. As healthcare prices feed directly into PCE, this is likely to keep the Fed's preferred inflation measures contained, with forecasts of 0.15% headline and…
PIMCO notes that recent U.S. labor market data show a rare divergence: falling unemployment alongside a declining employment-to-population ratio, driven by structural labor supply contraction (especially retirements of older workers). This has tempered labor…
OCBC Research's Daily Treasury Outlook for 13 August 2026 covers mixed US equities with benign CPI data easing Fed hike concerns, while geopolitical risks persist. Key topics include China's PBOC reinterpreting loan growth signals, Indonesia's ethanol fuel…
J.P. Morgan has revised its 2026 silver price forecast downward to a yearly average of $70/oz from $84/oz, citing a normalization of physical market tightness, softening industrial demand (particularly from solar), and expected Fed rate hikes. The bank sees…
1 Q&A Report: Ask MUMSS! August 13, 2026 Debt Research Bonds/Rates 【 Fixed Income Commentary - Japan Economic & Financial Weekly Special Issue 】 Q&A report: Ask MUMSS! (original Japanese report issued on Augst 12, 2026, Q5 issued on August 6, 2026)…
MUFG's Middle East Daily highlights that oil prices extended gains due to persistent uncertainty over a Hormuz agreement, while gold rebounded above USD4,400 on inflation concerns. GCC debt issuance grew resiliently in H1 2026, and Jordan is accelerating…
Standard Chartered's Q3 2026 review highlights significant regulatory and market developments that are expanding the offshore RMB ecosystem. Key measures include QFI access to CGB futures, the launch of HKEX CGB futures, expanded HKMA RMB liquidity facility,…