Expect core PCE to follow core CPI higher on September 27th (chart 2). The culprit was a mild acceleration of core services ...

The ECB failed to surprise on policy decision day as it delivered a well-telegraphed 25bps rate cut, while Lagarde poured cold water on small October cut bets that slightly weighed on European debt ...

Essentially no change in market conditions from July to August for the national resale market. National housing sales increased 1.3% over this period (on a seasonally adjusted basis) while new ...

Canadian politics and BoC speak are in focus this morning amid an otherwise light global calendar to start a packed week. Fed market pricing for this week’s meeting has increased absent any weekend ...

Thin Asia trading with Japan and China closed for business followed by an uneventful European morning, with no data and few headlines, has given markets little to move on aside from FT and WSJ pieces ...

The Bank of Canada and Federal Reserve should cut policy rates at each meeting for the remainder of the year and well into 2025. Growth is slowing as the impact of past tightening is felt but we ...

A packed week that is sure to trigger substantial global market volatility lies ahead. A major wave of global central bank decisions will be led by the Federal Reserve, the Bank of Japan, the PBOC, ...

The US dollar (USD) has underperformed in the third quarter, reflecting a constellation of factors that have shaken up currency trading and injected renewed volatility into markets. We had expected ...

Overnight, US equity futures and yields generally held to the uptrend that began around 11ET on Wednesday, leaving behind the volatile swings around the release of US CPI as market sentiment improves ...

Canadian jobs m/m 000s / UR %, SA, August: Actual: 22.1 / 6.6 Scotia: 30 / 6.5 Consensus: 25 / 6.5 Prior: -2.8 / 6.4 Sorry Canada-haters, but the country’s job market remains resilient! Focusing upon ...

The global week ahead’s main market focal points will include the last US inflation reading before the FOMC’s policy decision the following week, three central bank decisions (ECB, BCRP, Russia), ...

Markets have spoken. Trump lost the debate. US CPI probably won’t materially change anything for the Fed Weakness in the UK economy humbled forecasters I had a great day marketing the global outlook ...