Inflation/Deflation
Our thoughts on this afternoon’s Fed decision and the bond market reaction.
Canada: Low Inflation, Elevated Political Drama…
European Sentiment Data Confirms December Softening…
Retail Sales Show Cooling Consumption Outside Of Autos…
2025 Views: The USD, EM, China, And Commodities…
China: No November Acceleration…
Did Trump End The “Vibecession…
For our last publication of the year, we explore five key themes that will dominate the European macro landscape and markets next year. While the start of 2025 will be challenging for European assets, the latter part will offer some much-needed relief.
US Inflation Report Cements December Cut…
BoC Back At Neutral
BoC…