The Real Wage Overhang Hangover
Wages growth has peaked and started declining. At current rates, even quite low productivity growth […]
Markets Weekly Outlook – Attention Shifts Back to Data, US CPI in Focus
Trump’s clean sweep saw a significant rise in the US Dollar and Yields. Can it […]
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 […]
U.S. Inflation Still Running Above Fed’s Target in October
U.S. inflation numbers will be closely watched by policymakers on Wednesday for any further signs […]
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 […]
The Weekly Bottom Line: Canada’s interest rate conundrum; Too much of a good thing
Canadian Highlights A call for a jumbo cut to head off mortgage reset rates must […]
Weekly Economic & Financial Commentary: What Goes Up, Must Come Down
Summary United States: It’s Halloween. Everyone’s Entitled to One Good Scare. Nonfarm payrolls rose a […]
Hiring Demand to Weigh on Canadian Jobs Data, U.S. Fed to Cut Again
We think Friday’s Canadian employment report should tell a familiar story—that the labour market has […]
Week Ahead – US Election Draws All Eyes, Fed, RBA and BoE Meet
Traders lock gaze on Tuesday’s US election Trump and Harris battle neck and neck in […]
Weekly Focus – All Eyes on US Election and Central Banks
This week’s data showed continued growth in the US and euro area in Q3, with […]