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GLOBAL ECONOMICS 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…
Scotiabank's daily note argues that the August US CPI release could determine whether the FOMC hikes in September, with Scotia's house estimate for core CPI at 0.3% m/m versus consensus of 0.2%. The desk interprets the recent oil-driven price pressure as a…
Canadian household net wealth accelerated in Q2 2026, rising 2.9% quarter-over-quarter — more than double Q1's pace — driven chiefly by an equity rally. The S&P/TSX Composite gained 6.4% in the quarter and U.S. equities returned 17% in Canadian dollar terms.…
ING's James Smith argues that markets are pricing a more aggressive hiking cycle than warranted, with investors expecting four more ECB hikes, a similar path from the Bank of England, and no rate cuts for at least four years. He identifies three conditions…
The G7 foreign exchange market is being driven by three converging forces: a yen surge to a seven-month high on expected BOJ tightening, Brent crude above $100 per barrel following US-Iran military escalation, and a synchronized global tightening cycle with…
Busier Canadian data releases in the coming week will be led by August’s inflation report on Monday, when we expect headline Consumer Price Index growth to hold at 3% year-over-year. Energy price growth is still elevated, but little changed from July.…
The JPY has been the best-performing G10 currency over the past week, extending its rebound after USD/JPY failed to break back above 160.00 at the start of September and broke below support at 155.00. A 25bps BOJ hike is almost fully priced for the upcoming…
Scotiabank's September 2026 FX Outlook adopts a broadly bearish USD stance, arguing the DXY is in the early stages of a bearish reversal as rate differentials erode and G10 central banks turn hawkish. The Fed is forecast to hold at 3.75% through 2027, while…
Scotiabank's daily note flags a fully priced 25bp ECB deposit rate hike to 2.40%, with the key question being guidance after an October skip and a possible December move. Brent hovers near US$102/bbl and WTI around US$97, pushing US diesel to its highest…
J.P. Morgan Global Research brings you the latest updates and analysis of President Trump’s tariff proposals and their economic impact. Since taking office, President Trump has enacted a growing list of tariffs on specific countries and commodities — a move…
The U.S. administration’s latest response to Canada’s retaliatory tariffs following the breakdown of bilateral trade negotiations may sound alarming, but they represent a relatively minor escalation in the trade war. Changes to the list of Canadian products…
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…
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…
Focus on Canadian housing Canada’s housing markets show persistent regional splits September 8, 2026 RBC Economics Rachel Battaglia | Economist | rachel.battaglia@rbc.com | 437-440-8377 | rbc.com/en/economics Diverging regional trends continued for Canada’s…
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…
ING expects a single Fed rate hike in September 2026, delaying but not cancelling a cyclical dollar decline projected for spring 2027. EUR/USD is forecast to end 2026 around 1.16, with USD/JPY likely trading in a 155-160 range near term. High yielders and…
ING's September 2026 G10 FX outlook sees the dollar's downtrend delayed by an expected 25bp Fed hike on 16 September, prompting a cut in the year-end EUR/USD forecast. EUR/USD is expected to stay subdued until spring when US inflation approaches 2%. USD/JPY…
Supply-demand imbalances worsen amidst weak growth momentum. Beijing still seems to be taking a cautious approach towards fresh stimulus. US-China tensions resurface in run-up to Trump-Xi summit; tougher EU stance on China. The prolongation of the energy…
Daniela Corsini Research Department 7 September 2026 Precious metals, US policies and the Hormuz Strait Document based on information available on 02 09 2026. See the Appendix for analyst certification and important disclosures. GDP, annual growth Impacts…