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Energy > Energy Update — Obama and the EPA escalate the “war on coal”US Housing > US Housing Market Data Response — CoreLogic House Prices (Jun.)US Economics > US Data Response — ISM Manufacturing Index (Jul.)US Economics > US Economics Weekly — Fed more confident, second-quarter rebound confirmedCanada Economics > Canada Economics Weekly — Housing shortage nothing more than a mythCanada Economics > Canada Data Response — GDP (May)Agricultural Commodities > Agricultural Commodities Watch — Plenty of upside for the price of lumberUS Economics > US Employment Report Preview — Labour market slack continues to shrinkUS Economics > US Data Response — GDP (Q2, 1st Estimate)Agricultural Commodities > Agricultural Commodities Update — High inventories & strong US dollar to wilt wheat prices
US Housing > US Housing Market Update — Looser credit conditions will support mortgage recoveryCanada Economics > Canada Economics Update — Key housing markets won't defy gravity for much longerEnergy > Energy Update — China and US, not Iran, most important for oil pricesUS Economics > US Data Response — Conference Board Consumer Confidence (Jul.)US Housing > US Housing Market Data Response — Homeownership & Vacancy Rates / Case-Shiller (Q2/May)US Economics > US Data Response — Durable Goods (Jun.)Energy > Energy Update — US shale firms squeeze every last dropCanada Economics > Canada Economics Weekly — Labour market conditions set to deteriorateUS Housing > US Housing Market Data Response — New Home Sales (Jun.)US Economics > US Economics Weekly — Fed closing in on lift-off, as economy enjoys Q2 rebound
Canada Economics > Canada Data Response — Retail Sales (May)Precious Metals > Precious Metals Update — What are global auto sales telling us about PGM demand?Canada Economics > Canada Economic Outlook — Economy being dragged down by investment slumpEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — Existing Home Sales (Jun.)US Economics > US Fed Watch — September lift-off looking increasingly like a done dealUS Economics > US Chart Book — June data mixed, but Q2 GDP growth around 2.8%Canada Economics > Canada Chart Book — Oil price shock part IICanada Economics > Canada Economics Weekly — Puzzling weakness in exports likely to persistUS Economics > US Economics Weekly — Domestic demand growth poised to accelerate
Canada Economics > Canada Data Response — Consumer Prices (Jun.)US Housing > US Housing Market Data Response — Housing Starts (Jun.)US Economics > US Data Response — Consumer Prices (Jun.)Agricultural Commodities > Agricultural Commodities Update — Subdued demand will undermine cocoa pricesCanada Economics > Canada Data Response — Survey of Manufacturing (May)Canada Economics > Canada Economics Update — Bank of Canada likely to cut rates againEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — Industrial Production & Producer Prices (Jun.)US Economics > US Economics Update — Yellen reiterates that lift-off still likely later this yearUS Economics > US Economics Update — Monetary Indicators Monitor (Jun 15)
US Housing > US Housing Market Update — Labour shortages won’t derail homebuilding recoveryCanada Economics > Canada Data Response — Teranet-National Bank House Prices (Jun.)US Economics > US Data Response — Retail Sales (Jun.)US Economics > US Economics Update — Decline in the participation rate is mostly structuralCanada Economics > Canada Economics Weekly — Slump in investment could worsen in the second halfCanada Economics > Canada Data Response — Labour Force Survey (Jun.)US Economics > US Economics Weekly — Fed lift-off won't be delayed by Greece or ChinaUS Housing > US Housing Market Monthly — Home sales reach eight-year highCanada Economics > Bank of Canada Watch — Get ready for interest rate cut(s)Canada Economics > Canada Data Response — International Merchandise Trade (May)
US Economics > US Economics Update — Is Puerto Rico the next Greece?US Economics > US Data Response — International Trade (May)US Housing > US Housing Market Data Response — CoreLogic House Prices (May)Canada Economics > Canada Economics Update — Economy unlikely to rebound from oil slumpCanada Economics > Canada Economics Weekly — Fast escape from oil slump unlikelyUS Housing > The US Housing Market Analyst — Higher rates will not derail the housing recoveryUS Economics > US Economics Weekly — Will GDP growth ever hit 3% again?US Economics > US Data Response — Employment Report (Jun.)US Economics > US Data Response — ISM Manufacturing Index (Jun.)US Housing > US Housing Market Data Response — Mortgage Applications (Jun.)
US Economics > US Economics Update — “Grexit” alone unlikely to deter the Fed from raising ratesUS Economics > US Data Response — Conference Board Consumer Confidence (Jun.)Canada Economics > Canada Data Response — GDP by Industry (Apr.)US Housing > US Housing Market Data Response — Case-Shiller House Prices (Apr.)Precious Metals > Precious Metals Watch — Weakness in PGM prices should prove temporaryCanada Economics > Canada Economics Weekly — Will the Bank of Canada cut interest rates again?US Economics > US Economics Weekly — Why hasn't the fading fiscal drag boosted GDP growth?US Economics > US Employment Report Preview — Model points to another big gain in payrollsUS Economics > US Economics Update — Monetary Indicators Monitor (May)US Housing > US Housing Market Data Response — New Home Sales (May)
US Economics > US Chart Book — Evidence mounts of a big second-quarter reboundUS Economics > US Data Response — Durable Goods (May)US Housing > US Housing Market Data Response — Existing Home Sales (May)Canada Economics > Canada Economics Weekly — Rising jobs vacancy rate a lagging indicatorUS Economics > US Economics Weekly — Rates to rise more rapidly than Fed's projections implyCanada Economics > Canada Data Response — Consumer Prices (May) & Retail Sales (Apr.)US Housing > US Housing Market Focus — Will homebuilding ever return to the highs of 2006?Global Economics > Global Economics Update — Global financial conditions loose despite prospect of Fed hikesUS Economics > US Data Response — Consumer Prices (May)Emerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EMs: risks revisited
US Economics > US Economics Update — Fed on track for a September lift-offEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — Housing Starts (May)US Economics > US Data Response — Industrial Production (May)Canada Economics > Canada Data Response — Manufacturing Sales (Apr.)Canada Economics > Canada Economics Weekly — Oil price rebound won't revive economyCanada Economics > Canada Data Response — Teranet-National Bank House Prices (May)US Economics > US Economics Weekly — Myth of the weak consumer exposedUS Economics > US Data Response — UoM Consumer Confidence (Jun.) & PPI (May)Global Markets > Global Markets Update — A macroeconomic approach to US stock market valuation
Global Markets > Global Markets Update — A selection of our key calls (advanced economies)US Economics > US Data Response — Retail Sales (May)US Housing > US Housing Market Update — Have D.C. home prices hit a wall?Energy > Energy Data Response — US Weekly Petroleum Status ReportLatin America Economics > Latin America Update — Latin America & Fed tightening: risks revisitedUS Economics > US Fed Watch — Fed on track for September lift-offCanada Economics > Canada Economics Update — Bounce back in household spending won't be repeatedUS Economics > US Economics Update — NFIB & JOLTs surveys show labour market strengthUS Housing > US Housing Market Monthly — Homebuilding finally gets back on trackCanada Economics > Canada Economics Weekly — Second quarter rebound unlikely to be convincing
Canada Economics > Canada Data Response — Labour Force Survey (May)US Economics > US Economics Weekly — Back from the dead?US Economics > US Data Response — Employment Report (May)Global Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastPrecious Metals > Precious Metals Update — Strong US auto sales to boost PGMs demandCanada Economics > Canada Chart Book — Flagging economy will prompt more rate cutsCanada Economics > Canada Data Response — International Merchandise Trade (Apr.)Energy > Energy Data Response — US Weekly Petroleum Status ReportIndustrial Metals > Industrial Metals Chart Book — US dollar strength undermines the price rallyUS Economics > US Data Response — International Trade (Apr.)
US Housing > US Housing Market Data Response — Mortgage Applications (May)Energy > Energy Update — How helpful are the US weekly oil production data?US Housing > US Housing Market Data Response — CoreLogic House Prices (Apr.)US Economics > US Data Response — ISM Manufacturing Index (May)Canada Economics > Canada Economics Weekly — Lower loonie's influence on core inflation waningUS Economics > US Economics Weekly — Is real GDP really mis-measured?Canada Economics > Canada Data Response — GDP (Q1)US Economics > US Employment Report Preview — Labour market appears to be strengtheningEnergy > Energy Data Response — US Weekly Petroleum Status ReportCanada Economics > Canada Economics Update — Bank of Canada signals no change in rate outlook
US Economics > US Economics Update — Monetary Indicators Monitor (Apr.)US Economics > US Chart Book — Evidence of Q2 rebound still mixedUS Housing > US Housing Market Data Response — Case-Shiller Prices / New Home Sales (Mar./Apr.)US Economics > US Data Response — Durable Goods (Apr.)Canada Economics > Canada Economics Weekly — Household debt becoming a burdenCanada Economics > Canada Data Response — CPI (Apr.) & Retail Sales (Mar.)US Economics > US Economics Weekly — Surge in trade deficit will soon be reversedUS Economics > US Data Response — Consumer Prices (Apr.)Global Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?US Housing > US Housing Market Data Response — Existing Home Sales (Apr.)
US Economics > US Economics Focus — Did the US recovery just die without warning?Canada Economics > Bank of Canada Watch — January interest rate cut likely not enoughEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Update — US natural gas prices to continue to rallyUS Housing > US Housing Market Data Response — Housing Starts (Apr.)Canada Economics > Canada Economics Weekly — Construction employment losses likely only beginningGlobal Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?US Economics > US Economics Weekly — Weakness of consumption not due to new health care rulesCommodities Overview > Commodities Weekly Wrap — Dovish US data support commodity pricesUS Economics > US Data Response — Industrial Prod'n (Apr.) & Consumer Conf. (May)
Canada Economics > Canada Data Response — Survey of Manufacturing (Mar.)Agricultural Commodities > Agricultural Commodities Update — Is there any hope for the price of US lumber?Global Markets > Global Markets Update — Is a rise in Treasury yields a threat to the US stock market?Canada Economics > Canada Data Response — Teranet-National Bank House Prices (Apr.)US Economics > US Data Response — Retail Sales (Apr.)US Housing > US Housing Market Monthly — Promising signs from the mortgage marketMiddle East & North Africa Economics > Middle East Focus — Why the Gulf’s dollar pegs are here to stayCanada Economics > Canada Economics Weekly — Record current account deficit a cause for concernUS Housing > US Housing Market Update — What’s holding first-time buyers back?