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Australia's housing downturn broadened through winter. Cotality's Home Value Index fell 0.9% nationally in August, the fifth straight monthly decline, leaving values 3.6% below the March peak. 93% of capital city suburbs fell over three months versus 45% in…
MUFG's Japan calendar previews the week of September 14-18, 2026, centered on the September 18 BoJ decision. Core CPI is forecast at +1.7% YoY, easing for the first time in four months as summer electricity and gas subsidies take effect and rice prices…
Oil pulled back Friday on reports of planned but postponed Iran-Gulf talks, though Brent still rose 8.7% on the week and WTI settled at $100/bbl. US August CPI accelerated to 0.4% m/m with the annual rate at 3.4%; core was 0.3% m/m, 2.4% y/y. Futures now…
Global bond yields rose unusually across developed markets. The ECB raised its policy rate 25bp to 2.5%, revised up growth and inflation, with inflation peaking at 3.6% in Q4 2026 before returning to around 2%; markets priced 50% odds of an October hike and…
BNP Paribas expects the FOMC on September 15-16 to deliver the first Fed rate hike since May 2023, joining the ECB and BoJ in tightening. US growth runs near 2.2% y/y, unemployment is falling, core CPI at 0.29% m/m exceeds the bank's 0.2% trigger, and energy…
Pictet argues that global mobility regimes for ultra high-net-worth individuals are shifting from lifestyle and passive-investment incentives toward targeted attraction of economically active talent. Portugal removed real estate as a Golden Visa route and…
This is a Societe Generale content hub page, not a market call. It lists expert views on sell-side research value, AI seen through capital allocation, centralised payments and liquidity structures, cross-border payment transparency, US renewable energy…
AI investment is accelerating, with capex at leading technology firms expected around USD 800 billion in 2026 and cumulative investment estimated between USD 4 trillion and USD 8 trillion over five years. However, compute capacity, energy infrastructure and…
Westpac reinstates a November RBA rate hike to 4.6% as the base case, citing firmer growth and persistent inflation. GDP trough upgraded to 1.5%yr in 2026. Three 25bp cuts from August 2027 still expected, leaving the whole cash rate path 25bps higher. NZ Q2…
GLOBAL ECONOMICS Contributors Juan Manuel Herrera, Director +52.55.2299.6675 (Mexico) juanmanuel.herrera@scotiabank.com THIS WEEK ’S CONTRIBUTORS: Rodolfo Mitchell, Director of Economic and Sectoral Analysis +52.55.3977.4556 (Mexico)…
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…
• Overview • Leading Macroeconomic Indicators • Recent M&A Announcements • Corporate Activity by Sector At CIBC, we have proudly served the agriculture sector for over 125 years. Our team takes great pride in our breadth of coverage and depth of expertise…
A one-off shock, or a repeatable engine outside the United States—and where does profit accrue across the AI stack? Across roughly eight weeks in mid-2026, five Chinese developers shipped six frontier-adjacent releases. That significance is not any single…
The ECB delivered a second 25bp rate hike and Intesa Sanpaolo expects a pause until at least December, given its below-ECB inflation projections and limited second-round effects, though risks are one-sided to the upside. Attention now shifts to next week's…
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…
US August headline CPI matched expectations at 0.4% m/m, while core CPI came in warmer than consensus at 0.3% m/m (2.4% y/y). The details, combined with producer prices, imply core PCE inflation of about 0.2% m/m, extending a cooling trend. Scotiabank argues…
Peru's central bank (BCRP) kept its policy rate unchanged at 4.25% for a twelfth straight month in September 2026, matching Scotia and Bloomberg consensus expectations, but shifted to a slightly more hawkish statement by signaling possible adjustments in the…
Apollo argues US manufacturing has fallen from about 28% of GDP in the 1950s to roughly 9% today, leaving fragile supply chains. Reindustrialization is now a bipartisan priority, backed by the Bipartisan Infrastructure Law, the Inflation Reduction Act, and…
ING expects the Federal Reserve to deliver a 25bp rate hike on 16 September, framing it as a recalibration of policy rather than the start of a new tightening cycle. August payrolls beat all Bloomberg forecasts, headline CPI sits at 3.4% and core CPI ran at…
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.…