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Canada Economics Focus

What comes after the carbon tax is axed?

Final thoughts on the US election & market implications

Global Markets Focus

Final thoughts on the US election & market implications

Argentina

Latin America Economics Update

Argentina: default risks have eased, but not gone away

Governments must fly the flag of fiscal rectitude as bond vigilantes circle

Chief Economist's Note

Governments must fly the flag of fiscal rectitude as bond vigilantes circle

Will gilts shrug off this week’s Budget?

Bonds Update

Will gilts shrug off this week’s Budget?

Japan Rapid Response

Japan Lower House Elections

US election

CE Insights

Key Insights on the US Election's Economic Impact: What’s at Stake for the US and Global Markets

Podcast

Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more

Dollar still on the front foot as the election(s) draw nearer

FX Markets Weekly Wrap

Dollar still on the front foot as the election(s) draw nearer

Could Musk influence a future Trump presidency?

US Economics Weekly

Could Musk influence a future Trump presidency?

Warsaw

Emerging Europe Economics Weekly

Poland’s retail sales shocker, BRICS and the dollar

US Mexico

Latin America Economics Weekly

Fiscal dominance, Mexico’s Trump risk, Uruguay votes

New immigration targets a headache for the Bank

Canada Economics Weekly

New immigration targets a headache for the Bank

oil and gas

Africa Economics Weekly

Nigeria Shell oil sale, SARB 25bp or 50bp cut next?

US Rapid Response

Durable Goods Orders (Sep. 2024)

Retail Sales (Aug. 2024)

Canada Rapid Response

Retail Sales (Aug. 2024)

Trump trade comes for gold; palladium surges

Commodities Weekly

Trump trade comes for gold; palladium surges

US Treasury

Bonds Focus

Will Treasury bulls be able to face down the bond vigilantes?