7 institutions have written about this across 12 indexed reports, producing 21 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…
Saxo Bank reports that oil prices surged above USD 95 on heightened US-Iran tensions, which fanned inflation and rate-hike fears, leading to a global selloff in equities and bonds. The yen showed strength on hawkish BoJ rhetoric, and the NZ dollar fell after…
Invesco's market outlook for late August 2026 focuses on the resilience of the bull market despite concerns over Federal Reserve policy, AI spending, and government debt. The firm highlights strong earnings, broader market participation, and flat oil as…
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…
SEB has increased its risk allocation in equity markets due to rising global growth, contained inflation, and a broader cyclical upswing. While geopolitical tensions related to Iran and higher energy prices persist, equity markets, particularly in Sweden,…
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…
OCBC Research notes renewed inflation concerns from higher energy prices weighed on global equities, with US indices down and Brent above USD93/bbl. US data showed strong Philly Fed manufacturing and a positive LEI six-month growth rate, while Japan CPI rose…
Amundi's H2 2026 asset class return forecasts confirm a regime of structural ruptures, leading to improved expected returns in government bonds and selected equity markets, while credit spreads remain tight and broader uncertainty persists.
OCBC Research's Daily Treasury Outlook for 18 Aug 2026 highlights a risk-off session in US equities due to geopolitical tensions and higher oil prices, with the S&P 500 declining 0.5%. Singapore's NODX surged 24.2% YoY in July, driven by a 112% jump in…