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The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
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Despite BOJ normalisation and improving domestic fundamentals, the yen remains weak because low-cost yen funding continues to support global risk assets. While carry trades, favourable liquidity co...
How the Fed's new tightening bias plays out in the short end of the yield curve.
Iran-US tensions may persist through a cycle of escalation and negotiation, supporting energy prices, bond yields and the US dollar while keeping central banks cautious.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Global manufacturing remains near multi-year highs while services lag. The BoE and ECB are expected to stay on hold amid evolving inflation dynamics.
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Is Canada really in a recession? Explore the forces reshaping Canada's economy, including trade agreements, artificial intelligence (AI), interest rates and global investment trends.
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