9 institutions have written about this across 22 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.
Oil prices edged higher amid Persian Gulf tanker attacks, while European gas prices saw more significant gains due to LNG supply vulnerabilities. Speculators increased net longs in Brent and agricultural commodities. OPEC+ kept quotas unchanged, but…
ING argues that Fed Chair Kevin Warsh's hawkish inflation narrative, based on the distribution of price increases, is misleading. The analysis highlights that the concerning chart is driven by goods prices, largely due to tariffs, which are now reversing. It…
ING believes global long-end bond yields are under persistent upward pressure despite appearing fair in absolute terms. Key drivers include a slow Bank of Japan pushing 30-year JGB yields to 4.2%, US fiscal deficits with the 10-year Treasury yield near 5%,…
Schroders' fixed income commentary for August 2026 highlights a fractured global rates cycle, with the RBA edging toward a hike despite slowing growth, the Fed's new Chair avoiding forward guidance, and the BOJ signaling tightening. The fund maintains a…
UBS CIO maintains a positive equity outlook, reinforced by strong AI infrastructure demand evidenced by Broadcom and NVIDIA results. The bank recommends broadening equity participation beyond mega-cap tech into semiconductors, hardware, power, utilities, and…
Charles Schwab's analysis indicates that Treasury yields have been rising due to a hawkish Fed, persistent inflation, robust nominal growth, and fiscal concerns. The Treasury's buyback program is too small to reverse these forces. The firm expects yields to…
The Bank of Canada held its policy rate at 2.25% but adopted a hawkish tone, removing language that the current rate is appropriate and warning of increased upside risks to inflation. This has led markets to price in 75-100 bps of hikes by mid-2027, with…
The Bank of Canada held its policy rate at 2.25% but delivered a hawkish shift, removing language that the rate was appropriate and warning that upside risks to inflation have increased. This opens the door for rate hikes as early as October, with markets…
ING Think's report re-examines Europe's productivity gap with the US, arguing that the gap is concentrated in the digital sector, that policy reforms could yield larger gains in Europe, that institutional improvements since the euro crisis have strengthened…