Cliff Notes: The Detail Matters
Key insights from the week that was. While the RBA’s decision to leave the cash […]
Markets Weekly Outlook – Central Bank Focus as US Inflation Looms
US Jobs report all but confirms a December rate cut, with markets pricing in an […]
The Weekly Bottom Line: Data Clears the Path for the Rate Cut in December
Canadian Highlights The odds of a 50 basis-point rate cut rose to 80% as the […]
Bank of Canada to Cut Interest Rates Again by 50 Basis Points
We expect the Bank of Canada’s final policy decision of 2024 on Wednesday to be […]
Weekly Economic & Financial Commentary: The Song Remains the Same
Summary United States: The Song Remains the Same Incoming economic data continue to illuminate pockets […]
Weekly Focus – Cutting Cycle Continues
This week, we published our macroeconomic projections for the global economy and the Nordics. In the euro area, […]
Week Ahead – Central Bank Bonanza Begins, US CPI Eyed Too
Last policy decisions of 2024 to shape market mood RBA, BoC, SNB and ECB are […]
The Care Economy Slow Lane
Weak household income is being masked by an expansion in non-market care economy. The implications […]
Cliff Notes: Growth Headwinds
Key insights from the week that was. Australia’s Q3 National Accounts disappointed expectations with GDP […]
Canada’s Labour Market Underperformance to Continue Ahead of BoC, Fed Meetings
Canadian and U.S. jobs reports on Friday will highlight the growing underperformance of the Canadian […]
Week Ahead – Traders Lock Gaze on NFP after Thanksgiving Holiday
Will the NFP data corroborate bets of a Fed pause? Loonie traders await employment numbers […]
Weekly Focus – Political Risks Rise Again in France
Geopolitics and political events dominated the agenda this week. On Monday evening, president-elect Donald Trump announced […]