7 institutions have written about this across 10 indexed reports, producing 16 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Westpac's latest Australia & NZ Weekly report discusses the Q2 2026 national accounts, which were seen as an 'inkblot test' with hawkish and dovish interpretations. Westpac expects the RBNZ to pause in October and hike in December, with a peak of 4.00% by…
Scotiabank Economics' September 3, 2026 Daily Points report highlights rising oil prices due to US-Iran conflict, expectations for US and Canadian jobs reports, a mild hawkish hold by Bank Negara Malaysia, and Swiss franc strength on better GDP and CPI data.…
Saxo Bank's Market Quick Take highlights Jackson Hole and Fed Chair Warsh's speech as the key event, with markets positioning for a hawkish tone. Equities show a narrow tech-led rally in the US, while Europe falls on French political risk. Bitcoin holds near…
ING Think expects a quiet FX session with focus on Fed Chair Warsh's speech and long-end Treasury performance. They foresee limited dollar movement, with potential gains if hawkish signals emerge. EUR/USD likely rangebound supported by ECB tightening…
Scotiabank Economics expects the Bank of Canada to hold rates at 2.25% this week but sees hikes starting in December, with two more next year, citing stronger growth and inflation risks. The US August nonfarm payrolls are forecast at +30k, and the report…
Markets are awaiting Fed Chair Warsh's speech at Jackson Hole, with uncertainty over whether he will provide near-term guidance or focus on broader themes. Canada's Q2 GDP is expected to show strong growth, potentially the fastest in the G7. Eurozone…
SEB analyzes the Swedish krona's structural weakness, attributing it to capital flows, demographics, and policy choices. The bank estimates the krona is 10-15% undervalued in the long term, with long-term fair values of 9.50 per EUR and 8.00 per USD. It…
ING expects the Canadian dollar to underperform most G10 currencies in the coming months due to escalating US-Canada trade tensions and dovish Bank of Canada repricing. While USD/CAD has near-term upside to the 1.3920-1.3950 area, a bearish USD view due to…
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…