12 institutions have written about this across 16 indexed reports, producing 28 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…
UBS CIO revises its Fed forecast to two rate hikes in 2026 (September and December) following strong August payrolls and hawkish signals, while maintaining a constructive view on equities and adjusting bond and currency strategies.
Scotiabank Economics expects central banks in Chile and Peru to hold policy rates steady, with regional inflation prints and U.S. CPI in focus. Chile's inflation is seen reaccelerating but growth is weak, while Peru's inflation is above target but driven by…
Danske Bank's September 2026 Nordic Outlook highlights a resilient global economy despite higher energy prices from the Iran war, with AI-related investments providing a counterbalance. The euro area shows stronger-than-expected growth, prompting upward…
ING Think's analysis of August US economic data highlights a robust manufacturing sector driven by tech investment, yet a subdued jobs market with low wage pressure. The ISM manufacturing index at 54.6 signals ongoing expansion, but employment remains weak,…
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…
Franklin Templeton Fixed Income sees a stagflationary global backdrop with rising inflation and uneven growth. Central banks, including the Fed under Kevin Warsh, are expected to remain cautious, with potential rate hikes if inflation persists. The US economy…
CommBank has revised its US rate outlook, now expecting the Federal Reserve to hike rates in September, December and March, each by 25 basis points, totaling 75 bps. The revision is driven by five economic shocks—AI investment boom, tax cuts, lower…
Canada's Q2 2026 GDP grew 3.3% annualized, the fastest in the G7, with strong domestic demand and investment. The Bank of Canada is unlikely to cut rates given robust interest-sensitive sectors. Momentum persists into Q3, though inventory swings and trade…