6 institutions have written about this across 9 indexed reports, producing 11 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 has revised up its euro area growth forecasts for 2026 and 2027, citing stronger manufacturing, AI-related demand, and fiscal stimulus. Inflation remains energy-driven, and the ECB is expected to hike once more in September to a deposit rate of…
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…
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.
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…
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…
Westpac's weekly report notes the recent rise in bond yields, driven by multiple factors rather than a single catalyst, and discusses its implications for confidence. The report also previews upcoming Australian and New Zealand economic data, including RBA…
Standard Chartered's Q3 2026 review highlights significant regulatory and market developments that are expanding the offshore RMB ecosystem. Key measures include QFI access to CGB futures, the launch of HKEX CGB futures, expanded HKMA RMB liquidity facility,…
US equities rallied to record highs on strong earnings and hopes of a Strait of Hormuz reopening, while oil prices fell over 5%. Treasury yields declined, and futures price in about 15bps of Fed tightening by September. CoreWeave expands into Indonesia;…
Apollo argues that AI is not replacing software but proliferating its use by an order of magnitude, yet it disrupts the traditional SaaS model's certainty, leading to compressed valuations, increased dispersion, and a need for investors to favor durable…