Commodities Update
A primer on the EU’s deforestation regulation
Chief Economist's Note
US economic dominance is here to stay - but it won’t translate into sustained stock market outperformance
China Rapid Response
China Activity & Spending (May 2024)
Europe Drop-In: French political turmoil and macro/market spillover risks
Podcast
French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more
FX Markets Weekly Wrap
Dollar ends rollercoaster week a touch stronger
Emerging Europe Rapid Response
Russia Consumer Prices (May)
Africa Economics Weekly
Nigeria food prices, Kenya budget, ANC-DA deal
Canada Economics Weekly
Households deleveraging only slowly
Capital Daily
A poor week for French bonds and equities
Latin America Economics Weekly
Currency worries, good news from Argentina
US Economics Weekly
Fed split, but better data point to two rate cuts
US Rapid Response
Uni. of Michigan Consumer Sentiment (June 2024)
Commodities Weekly
Peak oil debate slightly misses the point
Emerging Europe Economics Weekly
EV tariffs, European election results, May inflation
Canada Rapid Response
Canada Manufacturing Sales & Wholesale Sales (Apr. 2024)
Global Markets Update
Political uncertainty might push French OAT yields even higher
