Weekly Economic & Financial Commentary: Fed Speak Points to Extended Pause Amid Rising Uncertainty
Summary United States: Consumer Hibernation After a solid finish to 2024, the U.S. consumer rested […]
North American Labour Markets Take Center Stage as Tariff Concerns Loom
The week ahead brings important labour market reports from both sides of the border. For […]
Week Ahead – NFP and ECB to Steal the Show
NFP take center stage amid DOGE layoffs. ECB decides monetary policy after CPI data. Canada […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
Cliff Notes: Caution Appropriate, But a Risk to Growth
Key insights from the week that was. The January Monthly CPI Indicator printed broadly as […]
Weekly Economic & Financial Commentary: G10 Central Banks Ease Monetary Policy Further
Summary United States: Housing Market Troubles to Continue Residential construction and existing home sales were […]
Focus on Canadian GDP Ahead of BoC’s March Interest Rate Decision
Canadian gross domestic product will be in focus after firmer labour market reports in December […]
Week Ahead – German Elections and US PCE Inflation on Investors’ Radar
Germany goes to the polls, but far-right AfD unlikely to form government. German CPI data […]
Weekly Focus – Important Euro Data Coming Up
Geopolitics dominated the news flow again this week but overall had limited market impact. The US […]
Cliff Notes: Not Out of the Inflation Woods Just Yet
Key insights from the week that was. As expected, the RBA delivered a 25bp rate […]
Fine-Tuning (is) the Message
The RBA cut the cash rate 25bps to 4.1% this week as expected. But the […]
Dollar at Crossroads: Rebound Possible, But Bearish Risks Intensify
Dollar closed the week broadly lower, with the only exception being its slight gains against […]