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Dollar starts the year with a bang; sterling tumbles

FX Markets Weekly Wrap

Dollar starts the year with a bang; sterling tumbles

Will payrolls pain continue for stocks and bonds?

Capital Daily

Will payrolls pain continue for stocks and bonds?

Trudeau and Trump share their truths

Canada Economics Weekly

Trudeau and Trump share their truths

Still waiting for clarity on the Trump agenda

US Economics Weekly

Still waiting for clarity on the Trump agenda

Europe Economics Update

CDU Agenda 2030 won’t turn Germany around

Gilt market is not in crisis, but it does cause problems

UK Economics Weekly

Gilt market is not in crisis, but it does cause problems

Ukraine flag

Emerging Europe Economics Weekly

Trump’s plan to end the war – is the timeline shifting?

Panama canal

Latin America Economics Weekly

Panama Canal, Brazil’s shrinking trade surplus

US Rapid Response

Uni. Of Michigan Consumer Sentiment (Jan. 2025)

Europe Chart Pack

Europe Chart Pack (Jan. 2025)

Cyclical oil market drivers in the ascendancy, for now

Commodities Weekly

Cyclical oil market drivers in the ascendancy, for now

Employment Report (Dec. 2024)

US Rapid Response

Employment Report (Dec. 2024)

Labour Force Survey (Dec. 2024)

Canada Rapid Response

Labour Force Survey (Dec. 2024)

ECB to keep cutting; bond vigilantes returning?

Europe Economics Weekly

ECB to keep cutting; bond vigilantes returning?

China Weekly: More weakness in store for the renminbi

China Economics Weekly

China Weekly: More weakness in store for the renminbi

Brazil IPCA (Dec. 2024)

Latin America Rapid Response

Brazil IPCA (Dec. 2024)

Mozambique unrest, China courting Africa

Africa Economics Weekly

Mozambique unrest, China courting Africa

Why we expect the S&P 500 to thrive in 2025

Equities Focus

Why we expect the S&P 500 to thrive in 2025