Equities are likely to suffer in the event of yet another damaging stand-off over the US federal debt ceiling. However, a resurgence in safe-haven demand and expectations that the Fed would wait even...

Attractive valuations, loose global monetary conditions and a recovery in China should support further gains in emerging market equities. Indeed, we continue to expect the MSCI Emerging Markets Index...

We expect the Bank of Canada to hold its policy rate at 0.50% next week and retain its neutral stance on the rate outlook. The incoming data indicate that third-quarter GDP growth was stronger than...

The Peterson Institute for International Economics (PIIE) is likely to publish its latest semi-annual estimates of fundamental equilibrium exchange rates (FEERs) next month. We suspect that these will...