6 institutions have written about this across 7 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.
Schroders has shifted its RBA view from an extended pause to a near-certain September rate hike following hotter July CPI and strong household spending data. The fund has repositioned by cutting short-end AUD duration, reducing FX exposure, and adjusting US…
MUFG's Middle East Daily for September 2, 2026, highlights surging oil prices due to renewed US-Iran hostilities, with Brent near $96/b and WTI near $91/b amid heightened Strait of Hormuz risks. Gold declines as inflation and rate hike concerns intensify,…
Invesco's Global Head of Research, Benjamin Jones, analyzes the Federal Reserve's stance after Chair Kevin Warsh's Jackson Hole speech, expecting the Fed to remain on hold for the rest of the year. He anticipates reduced forward guidance to widen outcome…
PIMCO assesses that most U.S. investment grade and high yield corporate issuers can manage higher refinancing costs due to healthy interest coverage ratios, but CCC-rated issuers face acute pressure as their maturing debt coupons could double if refinanced at…
Westpac's weekly report notes that Australian rate hike odds have risen but are not yet odds-on, with the RBNZ decision and domestic data (Q2 GDP, private credit, dwelling approvals) in focus. The report emphasizes a 'short duration nation' theme and the need…
Schroders maintains a constructive stance on cyclical assets, upgrades gold to positive, re-establishes long USD positions, and retains negative views on credit spreads while staying tactically positive on government bonds. Key risks include inflation…
Franklin Templeton identifies income opportunities in equity volatility and investment-grade credit dislocations. High single-stock volatility supports equity-linked notes, while AI-driven issuance by hyperscalers has widened long-end IG spreads, offering…