6 institutions have written about this across 7 indexed reports, producing 8 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
The euro area Q2 GDP growth was revised up to 0.6% q/q, driven by volatile Irish data. Growth is expected to moderate to 0.2%-0.4% q/q in Q3 and Q4, with 2026 annual growth around 0.9%. Germany's growth forecast for 2026 was raised to 0.9% due to strong H1…
OCBC's Daily Treasury Outlook covers market reactions to renewed US-Iran hostilities, which lifted oil prices and weighed on US equities, while global data showed India's strong GDP growth, China's PMI improving but still in contraction, and Japan's retail…
Italian confidence data improved broadly in August, supporting ING's forecast of 0.9% GDP growth in 2026. Consumer confidence rose to a three-month high, business confidence improved across sectors, and services showed particular strength. Despite…
Commonwealth Bank's Luke Yeaman argues that the global economy has entered a new era of heightened uncertainty and volatility driven by four structural forces: geopolitical rivalry, AI and robotics, the Net Zero transition, and demographic shifts. These…
RBC Economics expects July PCE inflation to remain elevated with core PCE at 0.2% m/m and 3.3% y/y, and headline at 0.1% m/m and 3.6% y/y. Consumer spending is slowing, with the saving rate at a concerning 2.7% and rising non-mortgage interest burdens. The…
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,…
OCBC Research flags that the July US jobs report appears weak despite a lower unemployment rate, as falling labor force participation masks underlying hiring stalls. The firm argues this supports the Fed holding rates steady in September and questions the…