Topic
Rate Hikes Research
Global financial markets are currently characterized by a moderation in rate hike expectations, which has contributed to firmer bond yields across the US and Australia. This shift is occurring amidst a backdrop of cautious optimism, exemplified by the S&P 500's ninth consecutive weekly gain and a resilient rebound in the software sector. Analysts suggest that the Federal Reserve's future trajectory will be heavily influenced by upcoming macro indicators, specifically ISM price subindices and employment reports. Regionally, the Swedish Riksbank is projected to maintain a steady policy rate of 1.75% for the remainder of 2026, even as manufacturing input prices remain elevated at 81.6. Furthermore, falling oil prices and signs of cooling consumer spending in Australia provide additional latitude for central banks to navigate potential pauses in tightening cycles. Overall, while inflationary pressures persist in sectors like manufacturing, the prevailing research trend points toward a stabilization of the global interest rate environment.
3729 reports available
All reports
Page 120 of 131
The AAA Investor Proposals to Lower Covered Bond Risk Weights Rejected
Barclays · May 12, 2026
Rupiah Near Lows as Energy Shock Persists
MUFG · May 12, 2026
CTA Positioning and Flows Biweekly Update
UBS · May 12, 2026
New Zealand Budget 2026 Preview
ANZ · May 12, 2026
Demand Exceeds Supply
Deutsche Bank · May 12, 2026
Hidden Force Pushing Gilt Yields to Record Highs
ING · May 12, 2026
Global Rates Focus SSA Supply Update
Mizuho EMEA · May 12, 2026
Biggest Market Dislocations to Watch
Deutsche Bank · May 12, 2026
Em Fx Daily Report
J.P. Morgan · May 12, 2026
FX Daily Snapshot
MUFG · May 12, 2026
Self-Fulfilling Surge in Stocks Nearing Breaking Point
Bloomberg · May 12, 2026
CNY Paving the Way for the Trump-Xi Summit
Barclays · May 12, 2026
Markets Macro
Goldman Sachs & Co. LLC · May 12, 2026
Thinking Macro: Choose Your Own Adventure
Barclays · May 12, 2026
The Return of History: Gold, the Dollar, and the Monetary Future
Deutsche Bank Research Institute · May 12, 2026
Monetary Policy Expectations Analysis
ANZ · May 12, 2026
The Point for Europe
Citi · May 12, 2026
Massive Life Support Global Daily
Rabobank · May 12, 2026
G10 FX Daily Report
J.P. Morgan · May 12, 2026
10y JGB Auction Preview
Mizuho Securities · May 12, 2026
US Market Intelligence Morning Briefing
J.P. Morgan · May 12, 2026
Multi Asset Strategy Daily
Mizuho International · May 12, 2026
The Point for Europe
Citi · May 12, 2026
AI Melt-Up Finally Started Cracking
The Market Ear · May 12, 2026