Event US Drop-In: Housing market outlook – Can Trump make homes affordable? 12th February 2026, 3:00PM GMT The Trump administration has announced a flurry of measures aimed at making US housing more affordable, from proposed bans on institutional investors to the resumption of bond purchases by GSEs. But…
US Rapid Response US ISM Manufacturing Index (Jan 2026) The surge in the ISM Manufacturing Index in January suggests that after years of malaise, perhaps the manufacturing sector might be turning a corner. While the headline index is still at a level that... 2nd February 2026 · 2 mins read
US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read
Capital Daily Warsh for the Fed, war worries recede, greenback wobbles After an unusually hectic few days for financial markets, even by recent standards, here are three key things to watch in the coming week. 2nd February 2026 · 6 mins read
Capital Daily How the nomination of Warsh is being received in the markets The reaction in the markets to Donald Trump’s nomination of Kevin Warsh to be the next Fed Chair is broadly consistent with our view that the president has made a relatively safe choice. 30th January 2026 · 4 mins read
Canada Economics Weekly Direction of next rate move depends on timeframe Heightened uncertainty surrounding the outlook has the Bank leaving all options on the table. While we think the policy rate’s next move will be upwards and not come until 2027, any change before then... 30th January 2026 · 5 mins read
US Economics Weekly Warsh faces an uphill battle at the Fed There was “broad support” among the FOMC to leave the fed funds target range unchanged at between 3.50% and 3.75% at this week’s meeting. Non-voting participants, according to Chair Jerome Powell... 30th January 2026 · 6 mins read
Climate Economics Monthly US doubles down on climate disengagement The loss of US funding for a host of UN climate bodies could slow progress on the scientific study of global warming and further undermine the already far-from-optimal international cooperation on... 30th January 2026 · 3 mins read
US Economics Update Warsh a relatively safe choice President Trump’s nomination of Kevin Warsh to be the next Fed Chair is a relatively safe choice for investors, with Warsh’s prior hawkish views counteracting concerns he might morph into a full-blown... 30th January 2026 · 6 mins read
Canada Rapid Response Canada GDP (Nov 2025) We now know that GDP probably declined in the fourth quarter, and the monthly data for November is grimmer than first appears, with broad based declines in goods producing industries offset by a... 30th January 2026 · 2 mins read
US Rapid Response US PPI (Dec 2025) The 0.5% m/m increase in final demand PPI in December was mainly due to an increase in trade services margins. Excluding food, energy and trade services, core PPI increased by 0.4% m/m last month... 30th January 2026 · 1 min read
Commodities Weekly Geopolitical risks mask a fundamentally bearish oil market The building tensions between Iran and the US have driven Brent crude prices to a six-month high. That said, we think that the historical example of last year’s 12-day war, and a well-supplied oil... 30th January 2026 · 4 mins read
US Rapid Response New Fed Chair Announcement If officially announced later today, President Trump’s apparent pick of Kevin Warsh for the next Fed Chair would arguably be one of the better outcomes for investors compared to the other contenders... 30th January 2026 · 4 mins read
US Economics Update Larger tax refunds a windfall for households in H1 2026 Households’ annual tax refunds should be about $100bn larger this year, a windfall equivalent to 0.5% of annualised consumption. Although temporary, this boost gives us further reason to expect that... 29th January 2026 · 4 mins read
US Employment Report Preview Modest payroll gain and unchanged unemployment The January employment report will reveal significant downward revisions to payrolls in 2025 and, due to an updated methodology for the birth-death model, the initially reported payroll gains for this... 29th January 2026 · 6 mins read
US Rapid Response US International Trade (Nov. 2025) The sharp swings in trade continued in November, with the trade deficit rebounding sharply to $56.8bn, from the prior month’s multi-year low of $29.2bn, a move that will lower most estimates of fourth... 29th January 2026 · 1 min read
