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Assessing the impacts of Trump and China stimulus

Commodities Weekly

Assessing the impacts of Trump and China stimulus

Canada Labour Force Survey (Oct. 2024)

Canada Rapid Response

Canada Labour Force Survey (Oct. 2024)

Emerging Europe Rapid Response

Romania Interest Rate Announcement (Nov.)

Brazil IPCA (Oct. 2024)

Latin America Rapid Response

Brazil IPCA (Oct. 2024)

China trade

China Economics Weekly

How would China retaliate?

Risks to European hotel resurgence

Europe Commercial Property Update

Risks to European hotel resurgence

Winners and losers in Asia from a Trump presidency

Asia Economics Weekly

Winners and losers in Asia from a Trump presidency

China Rapid Response

China's fiscal announcement falls short of stimulus

Donald Trump

Japan Economics Weekly

Weak yen strengthens case for year-end rate hike

MAGA meets Make in India

India Economics Weekly

MAGA meets Make in India

Australia will be fairly insulated from Trump 2.0

Australia & New Zealand Economics Weekly

Australia will be fairly insulated from Trump 2.0

Jerome Powell

US Economics Update

Fed slows pace of rate cuts; independence probably safe

US Rapid Response

Fed Policy Announcement (Nov.)

Trump, the Fed & the outlook for USTs and the dollar

Capital Daily

Trump, the Fed & the outlook for USTs and the dollar

Mexico flag

Latin America Economics Update

Mexico’s Trump challenge

New market forecasts ahead of a new Trump presidency

Global Markets Update

New market forecasts ahead of a new Trump presidency

Donald Trump and Mohammed bin Salman

Middle East & North Africa Economics Weekly

Trump and MENA: tariffs, dollar pegs, oil, and geopolitics

Commodities Chart Pack

Commodities Chart Pack (Nov. 2024)