20 institutions have written about this across 64 indexed reports, producing 90 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
UBS CIO expects 30-year US Treasury yields to stabilize around current levels after reaching multi-decade highs, driven by Fed uncertainty, AI-related debt issuance, fiscal pressures, and price-sensitive buyers. They maintain a preference for…
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…
Natixis assesses Asian currencies using PPP and BEER models, finding JPY, KRW, IDR, INR undervalued and AUD overvalued. It highlights policy-driven misalignments and potential corrections.
The Charles Schwab podcast discusses the implications of Fed Chair Kevin Warsh's unexpectedly hawkish speech at Jackson Hole, suggesting a higher likelihood of another rate hike due to persistent inflation. It emphasizes that the speed and purpose of rate…
Westpac IQ balances growth and inflation risks in Australia and globally, noting resilient consumer but soft demand, RBNZ tightening path, and US Fed's cautious stance with potential hikes if inflation persists.
Natixis notes that Fed Governor Waller's September vote will depend on next week's CPI data, reducing hike odds to 52%; expects August jobs data to disappoint. Rates strategy is neutral directionally but more confident in 2s10s steepeners. In LatAm, Brazil's…
The U.S. ISM Services PMI rose to 55.4 in August 2026 from 54.1, extending expansion to 26 months, with demand indicators strong but employment contracting and prices surging, keeping the Fed cautious.
ING's September 2026 report highlights that despite a series of shocks, the global economy has remained resilient. Key adjustments include higher oil and gas forecasts, a 4.90% US 10-year yield forecast, expectations of a September Fed rate hike, a final…
Westpac IQ's September 2026 report highlights persistent high energy prices due to the US-Iran conflict, pushing goods inflation higher without significant second-round effects, and a tightening bias among central banks. Australian GDP grew 0.4% qtr in Q2 but…