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Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.
Explore nearly a century of U.S. election data to uncover how presidential and midterm elections affect stock market returns, volatility and stock-bond relationships. This edition of Macro Moves co...
Markets' optimism bias has been revived, with news that the Iranian government has been granted powers to negotiate with the US. The US midterms are a complication; but on the assumption that some...
Total Q3 gold demand, including OTC, was 1% lower y/y at 1,369t. On a y-t-d basis, demand of 3,881t virtually matches the 2025 record (3,884t), while value set a record of US$566bn.
The gold market is notable for both its long history and its significant scale. Gold’s role as a consumer good and an investment asset is shaped by its scarcity, the durability of its above-ground...
The BOJ kept rates unchanged but signalled further tightening as inflation risks persist and underlying inflation remains near target. With the Fed similarly focused on inflation, monetary policy i...
What do you need to know? The Federal Reserve decided to keep interest rates on hold at 3.75%-4% by a vote of 10-2, with two of the 12-member committee favouring a 25-basis-point rise. The Fed stat...
The end of the beginning or the beginning of the end? Find out in CCLA’s November Market Barometer – a monthly macro outlook from our investment team.
Explore this week’s Macro Charts covering labor market developments in the U.S., interest rate decisions in Australia, central bank balance sheet adjustments in Japan, and trade data from Canada an...
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