5 institutions have written about this across 7 indexed reports, producing 7 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Danske Bank raises its 2026 US GDP forecast to 2.1% and keeps 2027 at 1.8%, while trimming inflation forecasts. It expects two Fed rate hikes in December and March, supporting a stronger USD and EUR/USD moving lower to 1.12 over 12 months.
Amundi's report discusses the resilient global growth and inflation above target six months into the Iran conflict, with equities benefiting from AI-driven earnings and bonds pressured by fiscal concerns. The report emphasizes diversification and selectivity…
Natixis expects Colombia's 2026 GDP growth at 2.8% and 2027 at 2.9%, boosted by reconstruction after the August 2026 earthquake. Inflation is forecast at 6.6% in 2026, above target, with risks from El Niño. Fiscal deficit is seen widening to 7.2% of GDP in…
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;…
SMBC Nikko highlights that the AI/data center capital expenditure cycle is accelerating despite mixed broader economic signals. Core nondefense capital goods shipments surged 10.6% y/y in July, one of the strongest readings since 1992, indicating robust…
SMBC Nikko highlights that US real disposable incomes have slowed sharply to 0.5% y/y in June 2026 from a peak of 7.2% in June 2023, yet consumption remains above pre-Covid trends, enabled by a record-low savings rate of 2.7%. The report warns that this…
SMBC anticipates modest July inflation and retail sales prints, expects the Treasury to maintain bill issuance and higher Q4 net supply, and highlights elevated implied volatility and term premium due to Fed communication uncertainty. They propose an auction…