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The Bank of Canada held its policy rate at 2.25% but delivered a hawkish shift, removing language that the rate was appropriate and warning that upside risks to inflation have increased. This opens the door for rate hikes as early as October, with markets…
The Bank of Canada held its policy rate at 2.25% as expected. The statement highlighted elevated uncertainty from Middle East conflict and trade breakdown, while acknowledging stronger Q2 growth. It noted headline inflation around 3% but underlying pressures…
ING believes the dollar is poised to strengthen further due to a hawkish Federal Reserve under Chair Kevin Warsh, supported by rising energy prices. The Fed is expected to hike rates in September, which will likely overshadow fiscal concerns. Key levels and…
The Bank of Canada held the overnight rate at 2.25% for the seventh consecutive meeting in September 2026, balancing domestic recovery against elevated risks from US tariffs and higher energy prices. RBC expects rates to remain unchanged through 2026, with…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 2 September 2026 Daily Treasury Outlook Highlights Global: US equities sold off broadly at the start of September as a deepening global bond rout and…
Scotiabank Economics reports that bonds and stocks are simultaneously cheapening due to renewed Iran hostilities and inflation concerns, while central banks like the Bank of Canada, RBNZ, and RBA are making key decisions amidst mixed economic data. The BoC is…
Canada's merchandise trade surplus narrowed significantly to $769 million in July from a revised $4.2 billion in June, as exports fell 2.3% (led by lower precious metals and energy shipments) and imports rose 2.2% (record motor vehicle imports). The pullback…
The Bank of Canada held its policy rate at 2.25% but adopted a hawkish tone, removing language that the current rate is appropriate and warning of increased upside risks to inflation. This has led markets to price in 75-100 bps of hikes by mid-2027, with…
RBC Economics reviews Canada's Budget 2025, highlighting large new spending, widening deficits, and slim buffers against fiscal anchors. The budget aims to catalyze $500 billion in private investment to spur growth, but lacks clarity on measurement and…
MUFG notes the yen strengthened overnight as hawkish Bank of Japan comments, including from Governor Ueda, boosted expectations for a rate hike at the upcoming September meeting. However, the yen rally has been limited by surging energy prices due to…
RBC Economics expects Canada's housing market to recover gradually in 2026-2027, with national resales and prices declining in 2026 before growing in 2027, while regional differences and risks remain.
OCBC's Daily Treasury Outlook covers market reactions to renewed US-Iran hostilities, which lifted oil prices and weighed on US equities, while global data showed India's strong GDP growth, China's PMI improving but still in contraction, and Japan's retail…
Follow our podcasts by searching ‘ OCBC Research Insights ’ on Telegram! 1 By Global Markets | 1 September 2026 Research Monitor (September) Key Themes 1. “Time and tide waits for no man” according to Chaucer. August was again characterised by a…
OCBC Research notes a hawkish rate repricing causing bear flattening in credit markets, favoring quality high-yield (HY) over duration-heavy investment-grade (IG) bonds. Carry is preferred over spread compression due to tight valuations. Banks benefit from…
MUFG's FX Daily Snapshot discusses the muted US dollar gains following Fed Chair Warsh's hawkish Jackson Hole speech, as rising energy prices and upcoming central bank meetings across G10 curtail dollar buying. The report highlights a close call for Fed rate…
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…
State Street's Weekly Economic Perspectives highlights a hawkish Fed under Chair Warsh, with the bias towards higher rates, while acknowledging a close call for September. Canadian growth rebounded strongly in Q2, driven by consumption and fixed investment,…
Scotiabank Economics published a calendar of economic release dates for September 2026, listing scheduled data releases and central bank meetings for the US, Canada, Europe, the UK, and Japan. The calendar includes key indicators such as ISM, employment…
OCBC Research's Daily Treasury Outlook for 31 August 2026 highlights a hawkish Fed stance, with increased probability of a September rate hike, and key economic data releases ahead, including US CPI and nonfarm payrolls. The report also covers regional…
OCBC Research's Weekly Research Views covers macro, geopolitical, and credit developments, highlighting a hawkish Fed, US-Iran conflict, and resilient Asia growth. Key forecasts include RBA hike, BNM hold, BoT normalization, BSP hikes, and Singapore/HK growth…