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US Economics > US Data Response — Int. Trade (Jul.) & ISM Non-Manu. (Aug.)Canada Economics > Bank of Canada Watch — Bank unlikely to cut rates next weekCanada Economics > Canada Data Response — International Merchandise Trade (Jul.)US Housing > US Housing Market Data Response — Mortgage Applications (Aug.)US Economics > US Data Response — ISM Manufacturing Index (Aug.)US Housing > US Housing Market Data Response — CoreLogic House Prices (Jul.)Canada Economics > Canada Data Response — GDP (Q2 2015)US Economics > US Data Response — Employment Report (Jul.)US Housing > US Housing Market Update — Could prospect of a rate rise boost activity in the short term?US Economics > US Economics Weekly — Dithering Fed still waiting for perfect conditions
Canada Economics > Canada Economics Weekly — Recovery from recession looking less clear cutUS Economics > US Employment Report Preview — Labour market showing “some” further improvementGlobal Markets > Global Markets Update — Will stock market upheaval deter the Fed from tightening?Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — Durable Goods (Jul.)US Economics > US Economics Update — Monetary Indicators Monthly (Jul.)US Housing > US Housing Market Data Response — Case-Shiller Prices / New Home Sales (Jun./Jul.)US Economics > US Data Response — Conference Board Consumer Confidence (Aug.)US Economics > US Chart Book — US economy not at risk from modest China slowdownCanada Economics > Canada Economics Update — Sinking commodity prices more bad news for Canada
US Economics > US Economics Update — Will the Fed bow to market turmoil and delay rate hikes?Canada Economics > Canada Economics Weekly — Don’t bet on further big falls in the Canadian dollarUS Economics > US Economics Weekly — Fed has set a pretty low bar for a rate hikeCanada Economics > Canada Data Response — Consumer Prices (Jul.) & Retail Sales (Jun.)US Housing > US Housing Market Data Response — Existing Home Sales (Jul.)Canada Economics > Canada Chart Book — Economy struggling to escape recessionUS Economics > US Data Response — Consumer Prices (Jul.)Energy > Energy Update — Recovery in drilling activity likely to be temporaryUS Housing > US Housing Market Data Response — Housing Starts (Jul.)US Economics > US Economics Update — Inventories are the wildcard for third-quarter GDP growth
Canada Economics > Canada Economics Weekly — Recession debate losing its focusUS Economics > US Economics Weekly — External deflation will be swamped by domestic inflationCanada Economics > Canada Data Response — Survey of Manufacturing (Jun.)US Economics > US Data Response — UoM Consumer Confidence (Aug.)US Economics > US Data Response — Industrial Production & Producer Prices (Jul.)Global Markets > Global Markets Update — Rising unit labour costs a danger to the US stock marketUS Housing > US Housing Market Data Response — Mortgage Delinquencies (Q2)US Economics > US Data Response — Retail Sales (Jul.)US Economics > US Economics Update — Will events in China force the Fed to delay US rate lift-off?Canada Economics > Canada Data Response — Teranet-National Bank House Prices (Jul.)
Canada Economics > Canada Economics Update — Housing construction boom likely to end in bustUS Economics > US Economics Update — Slump in productivity growth is the no.1 economic problemUS Housing > US Housing Market Monthly — Housing demand continues to strengthenCanada Economics > Canada Economics Weekly — Renovation tax credit would only worsen housing excessesCanada Economics > Canada Data Response — Labour Force Survey (Jul.)US Economics > US Economics Weekly — Fed edging closer to first rate hikeEnergy > Energy Data Response — US Weekly Petroleum Status ReportCanada Economics > Canada Data Response — International Merchandise Trade (Jun.)US Economics > US Data Response — International Trade (June)US Housing > US Housing Market Data Response — Mortgage Applications (Jul.)
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)US 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 pricesUS Housing > US Housing Market Update — Looser credit conditions will support mortgage recovery
Canada 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 reboundCanada 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 accelerateCanada 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 recovery
Canada 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 rates
US 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 rebound
US 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 revisitedUS Economics > US Economics Update — Fed on track for a September lift-off
Energy > 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 valuationGlobal 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 convincingCanada Economics > Canada Data Response — Labour Force Survey (May)