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Westpac IQ's September 2026 Agriculture Report highlights a resilient Australian farm sector with farm GVA growth upgraded to 0.9% for 2026, driven by stronger crop production and robust livestock output. Commodity prices are expected to rise, with the…
Natixis expects the August US Employment Situation Report to show nonfarm payroll gains of only 25k, below the consensus of 55k, with the unemployment rate rising slightly to 4.2% due to higher prime-age labor force participation. The report indicates…
Natixis reports that Hong Kong's re-export trade is being rewired: it plays a smaller role in distributing Chinese-made goods but a larger role in sourcing foreign goods for China and intermediating trade between overseas markets. This shift is driven by tech…
Natixis analyzes the proposals from French far-left parties to cancel or restructure France's public debt held by the Eurosystem/Bank of France. The report argues that such proposals are legally, institutionally, and financially problematic, likely to…
GLOBAL ECONOMICS Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com SCOTIABANK FORECAST September 9, 2026 Contributors Olivier Gervais Director, Modelling and…
Natixis remains neutral on the long end of the UST curve, citing elevated uncertainty from the Treasury buyback program, while maintaining a bullish view on the belly (5-year) and swap spread flatteners. US inflation data was marginally hot but not…
Scotiabank Economics' Latam Weekly report highlights Mexican and Brazilian CPI data, USMCA developments, Chile's technical recession, and strong Mexican exports. Key views include potential US tariff reductions on autos, Chile's sub-1% GDP growth for 2026,…
HSBC highlights the Americas as the richest opportunity set for international mid-market companies, citing US scale, Mexico's manufacturing and fintech growth, and Brazil's natural resources. It underscores the need for local expertise due to regulatory,…