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Commodities Overview > Commodities Weekly Wrap — Outlook for metals brighteningCanada 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 growth
US Economics > US Economics Update — NFIB & JOLT surveys highlight labour market strengthUS 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 correction
US 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
US Economics > US Employment Report Preview — A strong employment gain should trigger wages reboundEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Focus — Are lower crude oil prices here to stay?US Economics > US Economics Update — Wage puzzle not explained by mix of jobs createdCanada Economics > Canada Economics Update — Canadian dollar likely to tumble furtherUS Economics > US Data Response — Conference Board Consumer Confidence (Jan.)US Housing > US Housing Market Data Response — Case-Shiller Prices & New Home Sales (Nov./Dec.)US Economics > US Data Response — Durable Goods (Dec.)Energy > Energy Update — Rise in US oil stocks supports spot pricesUS Economics > US Economics Update — Budget deficit projections dependent on rate outlook
Canada Economics > Canada Economics Weekly — Further rate cuts possible, but won't help economy muchCanada Economics > Canada Data Response — Consumer Prices (Dec.)Commodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals reboundUS Housing > US Housing Market Data Response — Existing Home Sales (Dec.)Agricultural Commodities > Agricultural Commodities Update — Weak demand to push the price of cocoa lowerUS Economics > US Economics Weekly — Fed's patient approach at odds with incoming dataEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Chart Book — Consumer confidence soaringCanada Economics > Canada Economics Update — Bank of Canada shocks markets with rate cutCanada Economics > Canada Chart Book — Low oil prices will hit business profits hard
Global Markets > Global Markets Update — Has foreign demand contributed to the rally in US Treasuries?US Housing > US Housing Market Data Response — Housing Starts (Dec.)US Economics > US Fed Watch — Patient Fed now unlikely to raise rates until mid-yearGlobal Economics > Global Economic Outlook — Oiling the wheelsCanada Economics > Canada Data Response — Survey of Manufacturing (Nov.)US Housing > US Housing Market Update — What next for mortgage interest rates?US Economics > US Economics Update — Monetary indicators Monitor (Dec. 14)US Economics > US Economics Update — Drop in gasoline prices will help drive vehicle salesGlobal Markets > Global Markets Update — Has the Fed driven down the term premium on US Treasuries?Canada Economics > Canada Economics Weekly — Is there a bright side to the collapse in oil prices?
Global Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Jan.)US Economics > US Data Response — Consumer Prices & Industrial Production (Dec.)US Economics > US Economics Weekly — How hard will the oil price slump hit mining investment?Canada Economics > Canada Data Response — Teranet-National Bank House Prices (Dec.)Canada Economics > Bank of Canada Watch — Oil price slump unlikely changes neutral rate outlookUS Economics > US Data Response — Retail Sales (Dec.)Global Markets > Global Markets Update — What next for US government bonds?US Economics > US Economics Update — NFIB & JOLT surveys hard to square with wage weaknessUS Economics > US Economics Update — What would keep the Fed on hold?
Canada Economics > Canada Economics Update — Collapse in oil prices point to stagnant investmentCanada Economics > Canada Economics Weekly — Slump in oil price spells danger for Canadian economyUS Housing > US Housing Market Update — How will lower oil prices affect housing?US Economics > US Economics Weekly — Market moves provide a further fillip to growthUS Economics > US Data Response — Employment Report (Dec.)Canada Economics > Canada Data Response — Labour Force Survey (Dec.)2Global Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsUS Economics > US Economics Focus — Deflation: Can "it" happen here after all?Canada Economics > Canada Data Response — International Trade (Nov.)US Economics > US Data Response — International Trade (Nov.)
US Housing > US Housing Market Data Response — Mortgage Applications (Dec.)US Economics > US Economics Update — Temporary deflation won’t prevent rate hikesUS Housing > US Housing Market Data Response — CoreLogic House Prices (Nov.)US Economics > US Employment Report Preview — Another bumper reportUS Housing > US Housing Market Data Response — New Home Sales (Nov.)US Economics > US Data Response — GDP (Q3), Durable Goods/Consumption (Nov.)Canada Economics > Canada Data Response — GDP by Industry (Oct.)Commodities Overview > Commodities Update — Fall in US natural gas prices likely to be temporaryGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyondUS Housing > US Housing Market Data Response — Existing home sale (Nov.)
US Housing > The US Housing Market Analyst — The acceleration in house price growth is temporaryCanada Economics > Canada Economics Weekly — Can the Bank of Canada fight the US Fed?Canada Economics > Canada Data Response — Consumer Prices (Nov.)US Economics > US Economics Weekly — What we got right and wrong in 2014Global Markets > Developed Markets Valuation Monitor — Is the Norwegian krone now undervalued?US Economics > US Chart Book — An unambiguous strengthening in activityUS Economics > US Economics Update — Fed's plans for a mid-2015 lift-off may need to be acceleratedCanada Economics > Canada Economic Outlook — Downside risks multiplyingUS Economics > US Economics Update — Monetary Indicators Monitor (Nov.)US Economics > US Data Response — Consumer Prices (Nov.) & Current Account (Q3)
US Housing > US Housing Market Data Response — Housing Starts (Nov.)US Economics > US Economic Outlook — Fed can't delay for much longerUS Economics > US Data Response — Ind. Production (Nov.) & Empire State (Dec.)Canada Economics > Canada Economics Weekly — Slump in oil prices leaves housing looking even more exposedCanada Economics > Canada Data Response — Teranet-National Bank House Prices (Nov.)US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Dec.)US Economics > US Economics Weekly — Small-cap equities may not lag behind for longCanada Economics > Canada Chart Book — Lower oil prices will hold back economyUS Economics > US Economics Update — Recovery not being driven by a new credit boomUS Economics > US Data Response — Retail Sales (Nov.)
US Housing > US Housing Market Update — How good is the outlook for residential rents?US Economics > US Fed Watch — Fed to drop “considerable time” languageUS Economics > US Economics Update — Fed should watch the NFIB not JOLTsUS Housing > US Housing Market Monthly — Any rebound in house price inflation will be temporaryCanada Economics > Canada Economics Update — Elevated pace of home building adding to risk of bustGlobal Markets > Global Markets Update — Is the lower oil price a threat to US Treasuries?Canada Economics > Canada Data Response — Canada Data Response - Labour Force Survey (Nov.) & Trade (Oct.)Global Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightensUS Economics > US Economics Weekly — Odds of another government shutdown still fairly low