363 structured institutional reports.
RBC Economics expects Canada's Q2 GDP to confirm a strong rebound, with growth above 3% annualized, driven by net trade, consumer spending, and investment, though momentum is expected to moderate in H2 2026 due to tariffs and population decline.
Nomura's analysis of AI's impact on Asia's labor market since the launch of generative AI models shows that AI-related hiring (131K jobs) has outpaced AI-related firings (61K jobs), indicating a net positive effect so far. However, the aggregate figures mask…
Westpac's NZ Weekly Economic Insight highlights persistent diesel price pressures on firms and rising dairy returns due to El Niño supply concerns.
Westpac argues that the recent rise in long-dated global bond yields reflects both structural factors (higher government deficits, AI investment boom, aging populations) and cyclical factors (data center construction), and expects longer-dated yields to…
Westpac reports that Australia's July labour force survey was softer than expected, with employment falling by 15,800 and unemployment rising to 4.5%, though partly due to rounding. The broader trend indicates gradual labour market cooling, with employment…
Scotiabank Economics' Latam Weekly report highlights Mexican and Brazilian CPI data, USMCA developments, Chile's technical recession, and strong Mexican exports. Key views include potential US tariff reductions on autos, Chile's sub-1% GDP growth for 2026,…
Scotiabank Economics sees a possible US-Canada trade deal lowering effective tariffs, which could lift 2027 Canadian growth and close the output gap, while the Fed's Jackson Hole speech, payroll revisions, and inflation data will guide markets. Canadian bank…
Franklin Templeton's ETF and Indexing Insights report covers a broad range of topics including global diversification, emerging market opportunities, AI-driven market leadership, and country-specific analyses. Key themes include the potential for markets to…
RBC Economics expects July PCE inflation to remain elevated with core PCE at 0.2% m/m and 3.3% y/y, and headline at 0.1% m/m and 3.6% y/y. Consumer spending is slowing, with the saving rate at a concerning 2.7% and rising non-mortgage interest burdens. The…
Schroders maintains a constructive stance on cyclical assets, upgrades gold to positive, re-establishes long USD positions, and retains negative views on credit spreads while staying tactically positive on government bonds. Key risks include inflation…
SMBC's US Rates Strategy Weekly discusses the Treasury's decision to double long-end buybacks, its implications for term yields, and the conditions under which yields might decline. The report suggests that buybacks alone are unlikely to durably lower…
Get early access. Subscribe to the From the US Market Desk LinkedIn newsletter. Our real gross domestic product (GDP) forecast for 2026 is 2.5% (based on our Global Investment Management Survey) versus the Federal Reserve’s (Fed's) forecast of 2.2% and the…
Invesco argues that the current AI-driven market rally is supported by real demand for computing power, unlike past speculative booms. Strong earnings growth without corresponding hiring suggests productivity gains are materializing. The firm maintains a…
OCBC Research notes renewed inflation concerns from higher energy prices weighed on global equities, with US indices down and Brent above USD93/bbl. US data showed strong Philly Fed manufacturing and a positive LEI six-month growth rate, while Japan CPI rose…
UBS CIO notes that the US Treasury's bond market intervention had a limited effect, with 30-year yields near 5.25%, while the dollar weakened and gold surged. They favor short/medium-duration bonds, see gold rising to USD 5,400/oz in 12 months, expect dollar…
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
Al Tylis, CEO, Apollo Sports Capital: Sports has grown significantly as an asset class. It used to be a mom-and-pop, family-run business, and now it's turned into a highly institutionalized asset class that has grown exponentially over the last couple of…
Mizuho Financial Group has signed a memorandum of understanding with the Industrial and Commercial Bank of China (ICBC) to enhance mutual cooperation in markets outside their home countries. This agreement aims to facilitate information exchange, business…
Mizuho Financial Group and China Development Bank have signed a memorandum of understanding to cooperate in commercial banking, aiming to enhance services for Japanese companies expanding in China and Asia, and to support the development of the Chinese and…
Mizuho Financial Group announced the merger of its U.S. subsidiaries, Mizuho Bank (USA) and Mizuho Trust & Banking Co. (USA), effective December 31, 2017, to integrate banking and trust services in the U.S., streamline operations, and enhance support for…