3 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.
Westpac's national accounts analysis for Q2 2026 highlights that the data can be interpreted hawkishly or dovishly, but emphasizes the importance of considering all signals, including the labour market, which is showing signs of easing and spare capacity. The…
Westpac IQ's September 2026 Agriculture Report highlights a resilient Australian farm sector with farm GVA growth upgraded to 0.9% for 2026, driven by stronger crop production and robust livestock output. Commodity prices are expected to rise, with the…
Canada's merchandise trade surplus narrowed significantly to $769 million in July from a revised $4.2 billion in June, as exports fell 2.3% (led by lower precious metals and energy shipments) and imports rose 2.2% (record motor vehicle imports). The pullback…
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…
OCBC's Daily Treasury Outlook for 17 Aug 2026 highlights a retreat in US equities from record highs amid geopolitical uncertainty and softer consumer data. US retail sales fell 0.6% MoM in July, the largest decline in 14 months, while core retail sales…
OCBC Research's Daily Treasury Outlook highlights a mixed global risk tone with hopes of a US-Iran deal, a rebound in US equities despite Fed uncertainty, rising long-end Treasury yields, and diverging regional economic data across Asia. Key forecasts include…
OCBC Research's August 3, 2026 report highlights that China's weak July PMI data—manufacturing at 49.2 and services at 49.3—reinforces the case for more policy support, though the focus remains on implementation rather than acceleration. Hong Kong's economy…