Weekly Focus – US Outperformance
High yields for longer remains the key narrative driving financial markets. 10-year US treasury yields […]
Weekly Economic & Financial Commentary: Impact of Middle East Developments on Rates and Inflation
Summary United States: Higher Mortgage Rates Burn the Housing Market The recent run-up in mortgage […]
The Weekly Bottom Line: Treasury Yields Flirt with Multidecade Highs
U.S. Highlights Treasury yields continued their steep ascent this week, amidst a heavy week for […]
Week Ahead – ECB Set to Pause Tightening Cycle, a Big Week for Earnings
US Now that Fed Chair Powell signaled that the Federal Open Market Committee will keep […]
BoC to Hold Key Overnight Rate Steady Next Week
Economic data releases since the Bank of Canada opted to forego an interest rate hike […]
Week Ahead – ECB Meeting and US GDP to Shake FX Markets
Central bank decisions in Eurozone and Canada coming up But FX traders will likely focus […]
Weekly Focus – Risk of Escalation in Middle East Drives Oil Prices Higher
Geopolitics has taken centre stage in financial markets once again. As the risk of escalation […]
Cliff Notes: Mixed Signals Keep Central Banks Data Dependent
Key insights from the week that was. In Australia, the October RBA meeting minutes provided […]
The Weekly Bottom Line: Goodbye “How High”, Hello “How Long”
U.S. Highlights U.S. bond yields retreated from highs reached last week, as heightened geopolitical risks […]
Weekly Economic & Financial Commentary: Inflation Continues to Gradually Drift Lower
Summary United States: Inflation Continues to Gradually Drift Lower The Consumer Price Index (CPI) rose […]
Canadian Inflation Expected to Edge Lower in September
Inflation data and the Bank of Canada’s closely-watched Business Outlook Survey will be front and […]
Week Ahead – US Retail Sales and Earnings, Major Chinese Data, and UK Inflation and Employment Readings
US This week Wall Street will learn how quickly the US consumer is weakening and […]