Stuck Between a Rock and Trump
I was clearly not alone thinking that Monday’s AI selloff triggered by DeepSeek news was […]
Look Out for Three Musketeers – Riksbank, BoC and Fed
In focus today We expect the Federal Reserve to pause its cutting cycle tonight and […]
Nasdaq Futures 2% Down on Worries that AI Models Could Run on Cheaper Models
Last week wrapped up with a striking contrast: bullish momentum through most of the week […]
What Next: Fed, ECB and BoC Will Decide on Rates
The new week will be packed with monetary policy news. Most observers expect the Bank […]
The Weekly Bottom Line: A Wild First Week
Canadian Highlights The inaugural week of Trump’s presidency reminded markets how quickly sentiment can shift. […]
Weekly Economic & Financial Commentary: 100 Basis Points Lower & 100 Basis Points Higher
Summary United States: Changing of the Guard Considering a reasonably light domestic indicator schedule this […]
Week Ahead – Fed, BoC and ECB Meet Amid Trump Tariff Threats
Three central bank decisions awaited as tariff reality sets in Fed set to go on […]
BoC to Slow Rate Cut Speed as U.S. Fed Moves to the Sidelines
The Bank of Canada is expected to cut interest rates at a more gradual 25 […]
Canada: Retail Sales flat in November, But Likely to Remain a Key Driver of Real Consumption in Q4
Retail sales were flat month-over-month (m/m) in November, right in line with the Statistics Canada’s […]
Yen Stabilizes in Weak Position as BoJ Rate Hike Awaited
While Yen remains the worst performer of the week so far, it has stabilized as […]
Canada’s retail sales stagnate in Nov as core sales down -1% mom
Canada’s retail sales were flat in November, falling short of the expected 0.2% mom increase. […]