An Appreciation of the Implications of Depreciation
The shift to a more services-based economy increases economy-wide depreciation rates, and so the need […]
Weekly Economic & Financial Commentary: And So It Begins
Summary United States: Data Came in Like a Butterball Anyone who has ever gobbled until […]
Markets Weekly Outlook – Inflation Data & Geopolitics to Dominate
Weak PMI data from Europe and the UK raise concerns about global economic outlook and […]
The Weekly Bottom Line: Inflation Can’t ‘Shake it Off’
Canadian Highlights Canadian inflation made headlines this week, with both overall and core inflation pushing […]
Weekly Economic & Financial Commentary: How Much Will the Fed Cut Rates?
United States: Back-up in Mortgage Rates a Setback for Housing The residential sector was in […]
September data to show Canadian GDP growth halved in Q3
We look for gross domestic product growth in Canada to have picked up slightly to […]
Week Ahead – RBNZ to Slash Rates Ahead of US and Eurozone Inflation Data
RBNZ is expected to cut rates by 50 bps at its last policy meeting of […]
Weekly Focus – Geopolitics Back on the Radar
Rising tensions between Russia and Ukraine caused renewed unease in the markets this week. Putin signed […]
Cliff Notes: Calm Conditions
Key insights from the week that was. In Australia, the RBA’s November Meeting Minutes provided […]
Markets Weekly Outlook – PMI Data, UK Inflation and the Soft Landing Conundrum
US Dollar Index rally continues and the impact of a strong US dollar on global markets. […]
The Weekly Bottom Line: Inflation Progress Stalls, Fed in No Hurry to Cut Rates
Canadian Highlights Canada continues to digest the implications of last week’s U.S. election result, as […]
Weekly Economic & Financial Commentary: Inflation Redux
Summary United States: Inflation Redux The descent in inflation remains slow-going. Stubborn services prices lifted […]