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Canada Economics > Canada Economics Weekly — Bank of Canada doubles down on growth outlookCanada Economics > Canada Data Response — Consumer Prices (Mar.) & Retail Sales (Feb.)US Economics > US Economics Weekly — Recovery in retail sales has a lot further to runUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Apr.)US Economics > US Data Response — Consumer Prices (Mar.)US Housing > US Housing Market Data Response — Housing Starts (Mar.)Global Markets > Developed Markets Valuation Monitor — What is the relative valuation of euro-zone equities?Canada Economics > Canada Economics Update — Bank of Canada holds policy rate at 0.75%Canada Economics > Canada Data Response — Manufacturing Sales (Feb.)Energy > Energy Data Response — US Weekly Petroleum Status Report
US Economics > US Data Response — Industrial Production (Mar.)Canada Economics > Canada Data Response — Teranet House Prices (Mar.)US Economics > US Data Response — Retail Sales & Producer Prices (Mar.)Canada Economics > Canada Economics Weekly — Weaker currency will partly cushion hit from low oil pricesUS Economics > US Economics Update — Wacky weatherCanada Economics > Canada Data Response — Labour Force Survey (Mar.)US Economics > US Economics Weekly — Fed tightening pace dependent on market reactionAgricultural Commodities > Agricultural Commodities Data Response — USDA Weekly Export Sales (2nd Apr.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Monthly — Home sales will continue to strengthen
Canada Economics > Canada Economics Update — Oil price slump will drag economy downCanada Economics > Canada Economics Weekly — January's soft GDP likely the calm before the stormUS Economics > US Data Response — Unexpected weakness a temporary blipGlobal Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tighteningCanada Economics > Canada Data Response — International Merchandise Trade (Feb.)US Economics > US Economics Weekly — Construction weakness due to seasonal adjustment failureUS Economics > US Data Response — International Trade (Feb.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — ISM Manufacturing Index (Mar.)US Housing > US Housing Market Data Response — Mortgage Applications (Mar.)
Canada Economics > Canada Data Response — GDP by Industry (Jan.)US Economics > US Data Response — Conference Board Consumer Confidence (Mar.)US Economics > US Economics Update — Yellen, Bernanke and the equilibrium real rateCanada Economics > Canada Economics Weekly — Impact of oil price shock bigger than most thinkUS Housing > The US Housing Market Analyst — Housing will continue to normaliseUS Economics > US Economics Weekly — Rise (and fall) of the machinesCanada Economics > Canada Economics Update — Bank of Canada in no hurry to cut ratesUS Economics > US Employment Report Preview — Decline in mining employment will be relatively modestEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Chart Book — Slump in productivity growth could be pivotal
US Economics > US Data Response — Durable Goods (Feb.)US Economics > US Economics Update — Monetary Indicators Monitor (Feb.)European Economics > European Economics Update — Can the euro-zone converge with the US?US Housing > US Housing Market Data Response — New Home Sales (Feb.)US Economics > US Data Response — Consumer Prices (Feb.)US Housing > US Housing Market Data Response — Existing Home Sales (Feb.)Canada Economics > Canada Economics Weekly — Economy likely to struggle for longer than others expectUS Economics > US Economics Update — Are lower oil prices a net negative for the US after all?Canada Economics > Canada Data Response — Consumer Prices (Feb.)Commodities Overview > Commodities Weekly Wrap — Dovish Fed cheers commodity markets
US Economics > US Economics Weekly — Does the Fed most fear a potential bond market rout?Energy > Energy Update — Time to think again about US natural gas prices?India Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupeeCanada Economics > Canada Chart Book — Economy slowing sharper than headlines suggestCommodities Overview > Commodities Markets Chart Book — Stronger dollar dominatesGlobal Economics > Global Economics Update — World economy should be able to cope with Fed tighteningUS Economics > US Economics Update — Is the US headed for another weather-related contraction?US Economics > US Economics Update — Fed drops "patient" but also lowers rate projectionsPrecious Metals > Precious Metals Update — Gold prices to rebound despite higher US interest ratesEnergy > Energy Data Response — US Weekly Petroleum Status Report
US Housing > US Housing Market Update — Are labour shortages still holding back homebuilding?Canada Economics > Canada Data Response — Survey of Manufacturing (Jan.)Australia & New Zealand Economics > Australia & New Zealand Economics Update — What does the US Fed mean for Australia and New ZealandUS Housing > US Housing Market Data Response — Housing Starts (Feb.)Emerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?Global Economics > Global Economics Update — Is growth in the euro-zone about to outpace that in the US?Agricultural Commodities > Agricultural Commodities Update — Strong dollar to put further pressure on price of soybeansUS Economics > US Data Response — Industrial Production (Feb.)Canada Economics > Canada Economics Weekly — Canadian dollar will remain down for a long timeCanada Economics > Canada Data Response — Labour Force Survey (Feb.)
US Economics > US Economics Weekly — Corporate sector boosts its borrowingUS Economics > US Data Response — Retail Sales (Feb.)Canada Economics > Canada Data Response — Teranet-National Bank House Prices (Feb.)US Housing > US Housing Market Update — Is household formation set for a rebound?Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Fed Watch — Fed close to embarking on return to normalityGlobal Economics > Global Economics Update — Real rates to stay higher in the euro-zone than in US & JapanUS Housing > US Housing Market Monthly — A temporary surge in house price growthCanada Economics > Canada Economics Weekly — Additional interest rate cuts still in the pipelineCommodities Overview > Commodities Weekly Wrap — Payrolls data are not all bad news
US Economics > US Economics Weekly — Why haven’t households spent their gasoline windfall?Canada Economics > Canada Data Response — International Trade & Building Permits (Jan.)US Economics > US Data Response — Employment Report (Feb.)Energy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Update — What impact would an Iran-US nuclear deal have on oil prices?US Housing > US Housing Market Data Response — Mortgage Applications (Feb.)Canada Economics > Canada Data Response — GDP (Q4 2014)US Housing > US Housing Market Data Response — CoreLogic House Prices (Jan.)US Economics > US Data Response — ISM Manuf. Index (Feb.), Income & Spending (Jan.)Commodities Overview > Commodities Weekly Wrap — Outlook for metals brightening
Canada Economics > Canada Economics Weekly — Bank of Canada will still cut rates furtherUS Economics > US Economics Weekly — Fed positions itself for a June rate hikeUS Economics > US Chart Book — Brief deflation won't hold up the FedUS Housing > US Housing Market Data Response — Mortgage Delinquencies (Q4)US Economics > US Employment Report Preview — Weather and port dispute are downside risksCanada Economics > Canada Data Response — Consumer Prices (Jan.)US Economics > US Data Response — Consumer Prices & Durable Goods Orders (Jan.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — New Home Sales (Jan.)Energy > Energy Watch — Will US energy exports be a game-changer for global markets?
Global Markets > Global Markets Update — What next for the US stock market?US Economics > US Data Response — Conference Board Consumer Confidence (Feb.)US Economics > US Economics Update — Yellen positions the Fed for a June rate hikeUS Housing > US Housing Market Data Response — Case-Shiller House Prices (Dec.)US Housing > US Housing Market Data Response — Existing Home Sales (Jan.)Canada Economics > Canada Economics Weekly — Canada avoids deflation... at least for nowAgricultural Commodities > Agricultural Commodities Data Response — USDA Weekly Export Sales (12th Feb.)Global Markets > Global Markets Update — Will sterling’s renewed strength be maintained?Canada Economics > Canada Data Response — Retail Sales (Dec 14)US Economics > US Economics Update — Monetary Indicators Monitor (Jan 15)
US Economics > US Economics Weekly — Dip into deflation will be briefGlobal Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — Industrial Production & Producer Prices (Jan.)US Housing > US Housing Market Data Response — Housing Starts (Jan.)Global Markets > Global Markets Focus — Is the bull market in US Treasuries over?Energy > Energy Update — US natural gas to burn brighter this yearAgricultural Commodities > Agricultural Commodities Update — Strong dollar likely to dent US soybean exportsCanada Economics > Canada Economics Weekly — What could the Bank of Canada do beyond rate cuts?Canada Economics > Canada Data Response — Survey of Manufacturing (Dec.)
US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Feb.)US Economics > US Economics Weekly — Oil price slump bad news for Texas and North DakotaGlobal Markets > Global Markets Update — Have Basel III regulations fuelled the rally in US Treasuries?Canada Economics > Canada Chart Book — Bank of Canada to cut interest rates againCanada Economics > Canada Data Response — Teranet-National Bank House Prices (Jan.)Global Economics > Global Economics Update — Don’t expect China, Russia or the US to save GreeceUS Economics > US Data Response — Retail Sales (Jan.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Economic Outlook — Recent market moves a net positive for GDP growthUS Economics > US Economics Update — NFIB & JOLT surveys highlight labour market strength
US Housing > US Housing Market Monthly — Household formation snaps backCanada Economics > Canada Data Response — Labour Force Survey (Jan.)Precious Metals > Precious Metals Update — How big a threat is Fed tightening to gold prices?US Economics > US Economics Weekly — Muted productivity growth holding back real wage gainsUS Economics > US Data Response — Employment Report (Jan.)Canada Economics > Canada Data Response — International Merchandise Trade (Dec.)Global Markets > Global Markets Update — Has “safe-haven” demand driven US Treasury yields down?US Economics > US Data Response — International Trade (Dec.)Canada Economics > Canada Economics Update — Lower mortgage rates won't prevent housing correctionUS Housing > US Housing Market Data Response — CoreLogic House Prices (Dec.)
US Economics > US Data Response — ISM Manufacturing Index (Jan.)US Economics > US Economics Update — Tax on profits held abroad could be worth 1.5% of GDPCanada Economics > Canada Economics Weekly — Household balance sheet risks unevenly spreadCanada Economics > Canada Data Response — GDP by Industry (Nov.)US Economics > US Economics Weekly — Big number of small winners > small number of big losersUS Economics > US Data Response — GDP (Q4 1st Estimate)US Housing > US Housing Market Data Response — Homeownership and Vacancy Rates (Q4)Global Markets > Global Markets Update — What’s really happening to US inflation expectations?US Housing > US Housing Market Update — Next refinancing boom won’t be as big as the last