Cliff Notes: Consumer is Critical to the Outlook
Key insights from the week that was. This week, Australia’s Q4 GDP report and monthly […]
The Week Head: BOJ, RBA and BOC Meetings (With NFP to Go)
We should be in for an exciting week for markets, with three ‘major currency’ central […]
Week Ahead: March Comes in Like a Hawk, and Out Like a Dove?
Last week, the US released the January Core PCE, said to be the Fed’s favorite […]
The Weekly Bottom Line: Sticky Inflation Means Higher Rates
U.S. Highlights A second read on fourth-quarter GDP showed that the U.S. economy grew by […]
Weekly Economic & Financial Commentary: 50 bps at the Next FOMC Meeting?
Summary United States: Mixed Housing Data and Upside Inflation Surprise Existing home sales declined 0.7% […]
Canadian GDP estimates to show slower Q4 but resilient January
Next week’s GDP report will likely show output up a modest 1.5% (annualized) in the […]
Week Ahead – US ISM PMIs and Eurozone CPI Data Enter the Spotlight
Following a relatively busy week, the calendar becomes lighter next week. However, that doesn’t mean […]
Weekly Focus – Geopolitical and Inflation Risks Remain Elevated
The upbeat macro data releases continued to push markets towards pricing in tighter financial conditions. […]
Cliff Notes: Mixed Signals to Keep Central Banks on Tightening Path
Key insights from the week that was. Critical data for Australia’s economy was mixed this […]
Week Ahead: Will January’s Strong Economic Data Carry Over into February?
KEY TAKEAWAYS: Higher-for-longer interest rates remain the key theme amidst strong economic performance. Flash PMIs […]