Weekly Focus – Trade War Escalation Weighs on Markets
An intensifying trade war weighed on risk appetite in a week when particularly US equities […]
Caught in the ‘Net’
A single event or trend never occurs in isolation. Reactions to it, as well as […]
Cliff Notes: Fickle Sentiment
Key insights from the week that was. In Australia, the Westpac-MI Consumer Sentiment Index reported […]
The Weekly Bottom Line: Trade Policy Rollercoaster Rattles Markets
Canadian Highlights Trump made good on his 25% tariffs threat against Canada and Mexico this […]
Weekly Economic & Financial Commentary: Tariff Turmoil
Summary United States: Tariff Turmoil The U.S. economy added 151K jobs in February accompanied by […]
Bank of Canada’s Interest Rate Decision Will be a Tough Call
We expect the Bank of Canada interest rate decision on Wednesday will be a very […]
Week ahead – US CPI Set to Ease, BoC to Probably Cut Again
Dollar’s pain could worsen as US CPI expected to ease slightly. Bank of Canada faces […]
Weekly Focus – Outperformance in European Assets Continues
The new European security order has become the main market driver. This week, European equities continued […]
Cliff Notes: Stormy Seas Ahead
Key insights from the week that was. In Australia, GDP printed broadly as expected in […]
Ancient History Rhyming
Parallels between the current situation and the late 2010s highlight the risks of undershooting the […]
Markets Weekly Outlook – Tariffs, NFP and ECB Meeting on the Agenda
Tariffs have been the primary driver of market volatility. US economic data shows signs of […]
The Weekly Bottom Line: Deadline 2.0
Canadian Highlights President Trump signalled that broad-based tariffs on Canadian exports will come into effect […]