Canada – A Calm Week Before the Inflation Test Canadian financial markets were relatively steady this week, though rising bond yields signaled a modest firming in rate expectations. In the absence of major domestic data, markets were shaped by global forces, as oil price volatility and lingering inflation uncertainty pushed Government of Canada yields higher…
Markets spent last week aggressively chasing the AI-driven equity rally while largely ignoring geopolitical tensions in the Middle East. Despite renewed uncertainty over a promised peace deal, stocks surged to new records while Dollar weakened broadly on strong risk appetite. S&P 500 followed NASDAQ to fresh records, while Asia’s major technology-heavy benchmarks exploded higher as…
Newsquawk Week Ahead – 27th April – 1st May 2026: Highlights include Fed, BoJ, BoE, ECB, BoC, US PCE, GDP and ISM Manufacturing PMIWEEK AHEAD Markets Next Week US-IRAN PREVIEW : The week ahead centres on four key watchpoints. First, the Strait of Hormuz “red line”: President Trump has warned the US Navy could…
Markets enter the week facing a critical transition—from pricing geopolitical risk to measuring its economic impact—with US CPI set to test the Federal Reserve’s policy path. With Brent crude holding above $100 through most of March following escalation in Iran conflict, upcoming data will act as a litmus test for second-round inflation effects. The core…
Canada’s gross domestic product for January on Tuesday, and February trade data on Thursday will provide more clues on the economy’s trajectory in early 2026. In line with Statistics Canada’s advance estimate, we expect GDP growth to have slowed to essentially flat in January after rising 0.2% in December. Weakness was concentrated in the auto…
Discover our Weekly Market Outlook, exploring themes and events that forged financial flows throughout the week. This week saw the commencement of large wartime impacts on volatility. With the FOMC coming up, it’s not easy to expect better conditions ahead. Get ready for next week’s action by exploring upcoming events across global Markets. Week in…
Oil and gas prices shoot up, upending rate cut bets as inflation fears return. Stocks tumble amid surging bond yields and stagflation risks. Markets increasingly price in a prolonged Iran conflict. Did Trump just shoot himself and the US economy in the foot? Back to the 1970s It’s only been a few years since Russia’s…
US GDP and PCE inflation are main highlights, plus the Fed minutes. UK and Japan have busy calendars too with focus on CPI. Flash PMIs for February will also be doing the rounds. RBNZ meets, is unlikely to follow RBA’s hawkish path. Dovish Fed bets suffer a fresh blow The US jobs report for January,…
Canadian Highlights Despite a busy week of Canadian economic updates, not much has changed for the economic outlook. Declines in non-precious metal exports to the U.S. are only being partly offset by gains elsewhere. This aligns with recent GDP and trade data pointing to effectively flat fourth quarter output. An increase in the GST/HST tax…
Labour market data will be back in focus next week with the dual release of Canadian and U.S. December employment reports on Friday, the first major Canadian data release of 2026 and an important input ahead of the Bank of Canada’s January policy decision. After a series of firmer-than-expected labour market prints through the fall,…