Canada Rapid Response

Canada Consumer Prices (Jun. 2025)

The above-target monthly gains in CPI-trim and CPI-median in June leave the three-month annualised pace of those averaged measures holding uncomfortably high at 3.5%, meaning the door is now firmly...

15th July 2025 · 3 mins read

Capital Daily

Trump tariffs and the dollar revisited (again)

The Trump administration’s continued re-escalation of tariffs threats have so far made limited impact on financial markets, but one key difference in the way market participants have digested the...

14th July 2025 · 5 mins read

Bonds Focus

Measuring Treasury term premia

Although estimates of the 10-year Treasury term premium vary, most approaches suggest that it currently sits at around its highest level in a decade or so. We expect it to remain elevated over the...

14th July 2025 · 9 mins read

Asset Allocation Update

EUR/USD strength is built on shaky economic assumptions

While the interest-rate-differential-defying strength of EUR/USD may be partly explained by increased currency hedging, it also reflects shifting expectations for economic growth. We think those will...

14th July 2025 · 4 mins read

FX Markets Weekly Wrap

Dollar rebound has further to run despite Tariff Man

The US dollar is ending the week a touch stronger as President Trump continues to ratchet up his tariff threats again and US interest rate expectations edge higher. As widely expected, the 9th July...

11th July 2025 · 5 mins read

Canada Economics Weekly

Canada Weekly: Defence boost demands more than a federal whip-round

The federal government’s ambitious plans to boost defence spending will require more than operational spending cuts, although Canada’s favourable fiscal position leaves plenty of scope to borrow...

11th July 2025 · 6 mins read

Event

Drop-In: Why the Bank of Canada will cut rates again…and again and again

29th October 2025, 4:00PM GMT

Our North America team were online shortly after the Bank of Canada decision to unpack the Bank’s latest communications and baseline forecasts.

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 purchas

Event

Drop-In: The Fed, ECB and Bank of England – Latest decisions and policy outlook

30th October 2025, 3:00PM GMT

Our senior economists hosted this 20-minute session to review the latest Fed and ECB decisions and preview the Bank of England’s November meeting.

Event

US Drop-In: Fed December meeting – A tight call and the 2026 policy outlook

10th December 2025, 9:00PM GMT

Our economists were online on Wednesday 10th December, shortly after the statement and the Powell press conference, to deliver their take on the decision and the latest communications.

Event

Drop-In: The Bank of Canada’s January decision and the 2026 policy outlook

28th January 2026, 5:00PM GMT

Our Canada team were onlineshortly after the Bank of Canada’s January meeting, for a 20-minute online briefing about the country’s economic and policy outlook. 

Event

Drop-In: The January US employment report and the labour market outlook

11th February 2026, 4:30PM GMT

The first official US jobs report of 2026 will be a significant one, with the delayed release set to reflect major revisions to last year’s payroll estimates, alongside other critical adjustments t

Event

Drop-In: US Outlook – Weighing the AI boom, labour constraints and the Fed’s next chapter

7th October 2025, 3:00PM BST

Our latest US Economic Outlook makes the case for stronger growth than the consensus expects as an AI-driven investment boom boosts productivity and helps offsets the drag from tighte

Event

Drop-In: US Commercial Real Estate Outlook for 2026 and beyond

16th December 2025, 3:00PM GMT

In the face of tariffs, mixed economic data and ongoing geopolitical uncertainty, the CRE market has shown a slow but steady recovery path this year.

Event

US Drop-In: August payrolls briefing – Macro, policy and market implications

5th September 2025, 3:00PM BST

Join our US team on Friday 5th September at 10:00 ET/15:00 BST, soon after the release of the August Employment Report for this special online briefing all