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

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 ...

All Canadian provinces are poised for better growth in 2025, despite anticipating stronger policy headwinds in late 2025 and 2026 from both domestic and international fronts (chart 1). Consumption is ...

Markets are cautious to kick off a packed week It’s a big day for Canada watchers that starts with data, cabinet shuffle rumours BoC Governor Macklem’s speech ...

On Monday, December 16 th, the National Institute of Statistics (DANE) published the manufacturing production and retail sales data for October 2024. Manufacturing production increased 1.1% compared ...

On Wednesday, December 18 th, the Central Bank (BCCh) revealed its economic projections in the December IPoM, highlighting an expansion of 2.3% expected for the GDP (IPoM Sept-24: 2.4%) and of 4.8% ...

The BoE followed the Fed’s hawkish cut with a dovish hold at 4.75% with a more dovish-than-expected 6 hold vs 3 cut vote split accompanied by a statement where the BoE seemed relatively unfazed by ...

Higher core inflation and significant multilateral depreciation of the CLP will lead to pauses in cuts, starting in January 2025 On Tuesday, December 17 th, the Central Bank cut the policy rate by 25 ...

It was touch and go if Canadians would get a Fall economic update on December 16 th as its Deputy Prime Minister and Finance Minister Chrystia Freeland resigned in the hours leading up to the update.

Sovereign bonds are mostly cheaper across major markets with gilts leading the way following a questionable interpretation of the latest batch of job market figures. The USD is stronger along with the ...

Today is as quiet as it will get in global markets this week, with few data releases on tap and few developments to drive trading as we cautiously await the release of US CPI tomorrow. Q3-24 US unit ...