The Weekly Bottom Line: Trump Victory Likely to Bring Big Policy Changes
Canadian Highlights Donald Trump’s election victory means heightened macroeconomic uncertainty north of the border. Canada’s […]
Weekly Economic & Financial Commentary: Higher Rates Likely Under Trump Administration
Summary United States: Election Results Don’t Clarify the Outlook Even as the 2024 presidential election […]
Week Ahead – US CPI to Shift Market Focus Back to Data After Trump Shock
After Trump comeback, normality to return to markets with US CPI GDP data from UK […]
Weekly Focus – Stronger Dollar and Higher Yields After Trump Victory
Donald Trump won the US election to become the next president, and it seems that […]
Fed Powell Said Too Soon to Say How Trump Administration’s Policies Would Reshape Outlook
Markets The barrage of central bank meetings in Sweden, Norway, the Czech Republic and the […]
Fed Has No Choice But to Dance to Trump’s Tune
The Federal Reserve (Fed) delivered the second rate cut of the year yesterday. Chair Jerome […]
The Red Fork in the Road
We were already expecting loose US fiscal policy and higher interest rates across the curve […]
Global Takeaways of the U.S. Election
Summary In this report, we examine some thematic and global takeaways from the U.S. election. […]
Markets Brace For Higher Inflation and Interest Rates Under President Trump
Summary of Election Results & Financial Market Reaction As of 11 AM ET, Donald Trump […]
US Market Moves Suggested Investors Reduced the ‘Established Trump-Trade’
Markets US market moves suggested investors reduced the ‘established Trump-trade’ to position to a more […]
Happy US Election Day
The week started on a cautious note in Europe and the US as today’s US […]
China’s Caixin PMI composite rises to 51.9, policy impact begins to show
China’s Caixin Services PMI rose to 52.0 in October, surpassing expectations of 50.5 and marking […]