Weekly Focus – Enter Fed Cutting Cycle
Markets started off the week lingering at the fear of recession after the August US […]
Back to the (Slow) Grind?
Rising taxation has dragged on household incomes and spending. Even with expanding public demand, this […]
The Weekly Bottom Line: With Employment Slowing, The Time to Cut is Here
U.S. Highlights The U.S. added fewer jobs than expected in August, even as wage growth […]
Weekly Economic & Financial Commentary: Rate Cut at Sept. 18 FOMC Meeting, 25 bps or 50 bps?
Summary United States: Rate Cuts Incoming The August jobs report did little to settle the […]
U.S. Inflation Print Expected to Tee Up First Fed Interest Rate Cut Since 2020
Headline U.S. inflation for August on Wednesday is expected to fall to 2.5% after dipping […]
Week Ahead – ECB Poised to Cut Again, US CPI to Get Final Say on Size of Fed Cut
ECB is expected to ease again, but will it be another ‘hawkish cut’? US CPI […]
Weekly Focus – Focus on US CPI and ECB meeting
This week, we published our updated macroeconomic projections for the main economies and the Nordics. We […]
Cliff Notes: Consumers on a Tightrope
Key insights from the week that was. In Australia, Q2 GDP printed broadly as expected […]
When the Rear-View Mirror is Foggy, Triangulate
Forecasting is hard when even the past does not stand still. Local markets were heavily […]
Markets Weekly Outlook – NFP Jobs Data to Rule Out 50 bps Fed Rate Cut?
US PCE data keeps Fed rate cut hopes alive as inflation moves towards 2% target. […]
Weekly Economic & Financial Commentary: The Search for Clues Continues
Summary United States: The Search for Clues Continues Fed watchers are still on the lookout […]
BoC to Cut Rates Again Ahead of Pivotal U.S. Employment Report
We expect another 25-bps cut to the overnight rate (to 4.25%) from the BoC meeting […]