3 institutions have written about this across 5 indexed reports, producing 6 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
ING's September 2026 G10 FX outlook sees the dollar's downtrend delayed by an expected 25bp Fed hike on 16 September, prompting a cut in the year-end EUR/USD forecast. EUR/USD is expected to stay subdued until spring when US inflation approaches 2%. USD/JPY…
ING THINK reports that the Czech manufacturing PMI rose to 54.1 in August, driven by strong output, new orders, and renewed employment growth, signaling a robust expansion. However, the Czech government's proposed 2027 deficit of CZK389bn exceeds the level…
ING Think expects a quiet FX session with focus on Fed Chair Warsh's speech and long-end Treasury performance. They foresee limited dollar movement, with potential gains if hawkish signals emerge. EUR/USD likely rangebound supported by ECB tightening…
Invesco's Matt Brill discusses the investment grade credit market, highlighting strong corporate balance sheets, attractive all-in yields, and the impact of hyperscaler AI spending. He argues that credit markets remain diversified relative to equities, with…
Westpac's weekly report covers the RBA holding the cash rate at 4.35% and narrowing the risk of future hikes, alongside mixed economic data across Australia and New Zealand. Key insights include a stable consumer sentiment, moderate wage growth, and political…