The aftermath of the FOMC’s more hawkish pivot continues to reverberate through global markets. US equity futures are a little more stable with small gains this morning and the US yield curve is ...

Four more years of this stuff folks, and he hasn’t even taken office yet. Four years of chasing volatile and erratic policy threats and measures with real consequences for markets and the global ...

The FOMC took a page from what its northern neighbour did last week and delivered a hawkish 25bps cut. Birds of a feather I ...

Eat, shop, and not necessarily in that order. American Thanksgiving on Thursday and the 1pmET (NYSE) and 2pmET (bond market) closes the day before will likely mean that most of the week’s developments ...

North America’s automotive sector has seen years of recovery and rebalancing from supply and demand-related shocks. While many of these effects have abated, new policy-related risks loom. The highly ...

Canadian CPI, m/m %, October, NSA: Actual: 0.4 / 2.0 Scotia: 0.4 / 2.0 Consensus: 0.3 / 1.9 Prior: -0.4 / 1.6 ‘Core’ gauges, m/m % SAAR: Trimmed mean CPI: 4.1 Weighted median CPI: 3.4 Avg of TM and WM ...

The way is paved for a further cut of “no less” than 25bps in the policy rate. GDP in 2024 could grow below the central bank’s baseline scenario. This morning, the central bank released October GDP, ...

Safe havens in demand on fear Ukraine-Russia war is escalating Canadian CPI may return to 2% y/y…...but key will be the BoC’s preferred core gauges…...yet even ...

Tariff man skewers CAD, MXN, RMB A baker’s dozen of musings on Trump’s tariff threats FOMC minutes should be a stale snoozer US confidence, home sales data will seem stale now BoC speech spoke about a ...

Trump has won the 2024 election, Republicans have taken the US Senate and may also take the House. The overnight waves of results have delivered a faster conclusion to the presidential (and Senate) ...

There are very light developments to consider this morning. France is in a holding pattern with the government likely to fail a confidence motion tomorrow. Data releases are of little consequence. Fed ...

Yen spikes on warm core inflation Soft Eurozone core inflation reaffirms ECB December cut expectations Canadian GDP to inform BoC’s slack estimates Americans shop, add to current account deficit ...