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Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Snap | 9 September 2026 1 THINK Economic and financial analysis Snap | 9 September 2026 POLAND Polish rates remain unchanged; post- meeting statement signals continuity In line with our expectations and the market consensus, the Monetary Policy Council left…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
1 FX Focus │9th September 2026 FX Focus Navigating the fallout for the FX market from bond market sell-off 9 th September 2026 • Global bond yields have risen to fresh highs over the summer, driven mainly by higher energy prices &…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…
• Global economy forecast to grow 2.5% in 2026 despite the energy price shock • US gross domestic product growth forecast at 2.8% in 2026, with three 25 basis point Federal Reserve rate hikes expected • China growth forecast at 4.5% in…
Brent crude has climbed back above USD 100 a barrel, its highest level since late July, as US-Iran military exchanges continue to threaten energy supplies. US forces said they destroyed five Iranian oil tankers following attempted attacks on a US Navy ship,…
Summary: The market took almost all the premium out of Wednesday and stacked it onto Friday’s inflation print. Underneath a quiet index, single names moved double digits in both directions. MARKET REGIME: LOW VOL BULL | VIX 15.72 | TERM STRUCTURE: CONTANGO…
Persistent inflation, resilient eurozone growth and uncertainty over the ECB’s next move continue to shape opportunities for euro cash investors. August was supposed to be the quiet month in Europe. Policymakers were away, markets were lightly staffed, and…
September midterm-year seasonality has lifted volatility, with mixed sentiment and Hindenburg Omen chatter, while sovereign bond routs add unease. Central banks are the key compass: the ECB delivers a 25bp hike, and strong August US jobs fuel expectations of…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 The hidden cost of Europe’s preference for deposits A common perception of European savers is that they are highly risk averse, keeping most of their savings…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 FX FX Daily: Dollar price action quite poor Despite higher energy prices and firm short-dated US interest rates, the dollar remains soft. Wild swings in USD/JPY…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 How Europe can turn its investment gap into an opportunity European households are saving more than they did before the pandemic, but how they save matters.…
1 9th September 2026 JPY strengthens in anticipation of policy changes in Japan 9 th September 2026 USD/JPY: Scott Bessent fuels speculation over policy shift to support JPY The yen has continued to strengthen overnight resulting in USD/JPY falling back…
Article | 9 September 2026 1 THINK Economic and financial analysis Article | 9 September 2026 Europe’s super-savers: Myth, measurement or new reality? European households are known for their high savings ratios and prudent consumption habits. The gap with the…
• Macro: Strikes on Iranian tankers pushed energy costs higher and hardened expectations of another rate rise • Equities: US stocks fell as oil and rate fears rose, Europe was flat, Asian chips outperformed despite stronger oil • Volatility: Equity fear…
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…
Marketing communication: This document is a marketing presentation. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research; and it is not subject to any prohibition on dealing ahead of the…
Oil prices have remained below their April high, energy flows have recovered, and supply chains have adapted — suggesting energy concerns may be more manageable than headlines imply. A 10-year Treasury yield near 4.75% appeared less alarming alongside 6.6%…
Visit our website at scotiabank.com/economics | Follow us on Twitter at @ScotiaEconomics | Contact us by email at scotia.economics@scotiabank.com Contributors Derek Holt VP & Head of Capital Markets Economics Scotiabank Economics 416.863.7707…