6 institutions have written about this across 11 indexed reports, producing 13 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
MUFG Research notes the yen's strength as BoJ rate hike expectations build, particularly after Takata's speech hinting at larger hikes. MUFG doubts hikes larger than 25bps but sees 100bps over 12 months as plausible. The bank highlights USD/JPY downside risks…
Schroders' analysis of the US-Iran conflict identifies six key lessons for emerging market debt investors: US military power remains central but favors distant engagement; Iran acts as an asymmetric disruptor; a deterrence triangle persists among the US,…
The eurozone economy remains resilient despite the energy shock, with moderate growth expected. The ECB is likely to raise rates in September, and further hikes are possible. Risks include inflationary pressures and French fiscal concerns.
Turkey's GDP grew 2.3% y/y in 2Q26, below consensus and ING forecast, with softer domestic demand offset by positive net exports. Sequential rebound driven by net exports, while household consumption weakened. ING expects moderate H2 growth and sees policy…
Saxo Bank's Market Quick Take highlights a risk-off start to the week driven by a hawkish Fed Chair speech and renewed Middle East tensions. The USD strengthened, yields rose, and equities faced headwinds, while crude oil surged and gold fell. Digital asset…
ING Think reports that oil prices fell as diplomatic progress in the Strait of Hormuz talks between Iran and Oman, along with Pakistan's signals of progress in ending the Middle East war, reduced risk premiums. However, full normalisation of oil flows remains…
Pictet highlights a multi-year electrification megatrend driven by industrial reshoring, AI data centres, and grid modernisation, favouring US utilities, European grid/diversified power names, and copper, while viewing lithium as more cyclical. The report…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
OCBC Research expects the US Fed to hold rates in September following soft inflation data, with the S&P 500 hitting record highs. Oil prices declined, easing inflation concerns, while geopolitical risks persist. Core producer prices remain elevated,…