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 139 of 156
Why Always Gilts
Goldman Sachs · May 14, 2026
Situation Room: Higher Inflation Is Good for Spreads
Bank of America · May 14, 2026
Bond Markets Update
UBS · May 14, 2026
Asian Equity Market Daily Update
Goldman Sachs · May 14, 2026
FX Daily Snapshot
MUFG · May 14, 2026
No Need to Touch Czech Interest Rates Despite Upbeat Core Inflation
ING · May 14, 2026
Opportunities in Recent Issuance - Bond Markets
UBS · May 14, 2026
UK Leadership Questions and Market Implications
UBS · May 14, 2026
ETP Flow Update
BlackRock / iShares · May 14, 2026
Morning Report
Westpac Banking Corporation · May 14, 2026
EM FX Daily Report
J.P. Morgan · May 14, 2026
Inflation and the Fed
Syz Private Banking · May 14, 2026
Poland's Growth Slows but Remains Resilient Amid Weak Eurozone Backdrop
ING · May 14, 2026
AI Exposure Remains Key Amid Strong Growth Outlook
UBS · May 14, 2026
Forex and Commodities: Sticking with Net-Energy Exporters
UBS · May 14, 2026
The Political Costs of Affordability
UBS · May 14, 2026
New Zealand Budget 2026 Preview
Westpac New Zealand Economics · May 14, 2026
30-Year JGB Auction Preview
Mizuho Securities · May 14, 2026
Europe Open
Citi · May 14, 2026
Key Takeaways From Meetings With TFC Management
Goldman Sachs · May 14, 2026
S&P's Warning Shot: Mexico's Fiscal Drift and Low Growth
Natixis Corporate and Investment Banking · May 14, 2026
Agency CMBS Issuance Poised to Exceed 2025 Levels
Goldman Sachs · May 14, 2026
Global Forecasts
UBS · May 14, 2026
Australian Federal Budget 2026-27
Westpac Economics · May 14, 2026