The Grumpy Hawk and Other Scenarios
Current slow growth should start to pick up in the second half of 2024 as […]
The Weekly Bottom Line: FOMC Continues to Preach Patience
U.S. Highlights U.S. equity markets briefly touched a new all-time high mid-week, while measures of […]
Weekly Economic & Financial Commentary: Higher for Longer Mantra on Repeat in Week Replete with Fed Speak
Summary United States: High Mortgage Rates Burden Homebuyers Homebuying retreated in April following a leg […]
Week Ahead – US PCE Inflation and Eurozone CPI Data Enter the Spotlight
Dollar traders lock gaze on core PCE index Eurozone CPIs in focus as June cut […]
Canadian GDP Per Capita Likely Shrunk for Seventh Consecutive Quarter in Q1
The Canadian economy likely grew more quickly in Q1 2024 based on headline figures, but […]
Cliff Notes: Consumers and Central Banks Seek Confidence
Key insights from the week that was. In Australia, Westpac-MI Consumer Sentiment is still yet […]
Hand in Hand is the Surer Way to Land
Households are cutting consumption in a textbook response to higher interest rates. This, and a […]
The Weekly Bottom Line: Inflation Breaks Its Heat Streak
U.S. Highlights After three consecutive months of hotter-than-expected inflation, consumer prices in the U.S. finally […]
Weekly Economic & Financial Commentary: Fed Rate Cuts Back on the Table?
Summary United States: Let’s Wait and See There was no shortage of economic data this […]
Canadian Inflation Prints to Show Another Step Down in April
Next week’s Canadian April inflation report will be the last major data release before the […]
Week Ahead – Flash PMIs, UK & Japan CPIs in Focus; RBNZ to Hold Rates
After cool US CPI, attention shifts to UK and Japanese inflation Flash PMIs will be […]
Cliff Notes: Short-Term Risks and Long-Term Opportunity
Key insights from the week that was. On Budget 2024-25, our bulletin and conversation with […]