9 institutions have written about this across 14 indexed reports, producing 22 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.
Natixis expects the ECB to hike all three key rates by 25bp at the September 10 meeting, bringing the deposit facility to 2.50%, and then hold rates steady through end-2027, conditional on easing Middle East tensions and no second-round inflation effects. The…
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…
The Dutch economy is expected to grow at 1.4% in 2026 and around 1.3% in 2027, with growth drivers shifting from domestic consumption and public spending to exports and investment. Inflation forecasts have been raised, and ASML's stronger turnover could add…
ING expects China's economic recovery to stall in H2 2026 with a widening K-shaped divergence, prompting a slight GDP forecast cut to 4.6% YoY. Policy response is likely incremental and targeted, with a possible 10bp rate cut before year-end. Inflation…
ING Think revises Hungary's 2026 GDP growth forecast to 1.7%, citing consumption as the main driver while investment remains weak due to project suspensions and demographic headwinds. Growth is expected to accelerate to around 3.0% in 2027-2028, but long-term…
BNP Paribas reports improved Eurozone survey data and inflation, keeping the ECB on track for a September hike. US growth slowed but remains resilient, with sticky inflation and a mixed labor market. The UK sees solid growth but sticky inflation, with the BOE…
Westpac's latest Economic Overview indicates a recovering New Zealand economy following a pause during the Iran war, with growth expected to strengthen and broaden beyond the external sector. Persistent high inflation has shifted the RBNZ to a tightening…
Commerzbank reports that the German economy has turned upward, with GDP growing 0.35% per quarter on average over the last three quarters, equivalent to an annualized growth rate of 1.5%, exceeding the estimated potential growth of less than 1%.