Economy

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In our last note, we highlighted that most major economies were ending 2024 in a “Goldilocks” zone – not too hot (inflation…
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The market is confident that a 25-basis-points reduction in is a done-deal for today’s policy announcement, based on Fed funds futures.…
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The Federal Reserve's December FOMC meeting is set to be a pivotal moment for markets. While a 25bps rate cut is a foregone conclusion,…
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Several updated nowcasts for US economic activity in the fourth quarter have been revised sharply higher recently, but the median…
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 President-elect Donald Trump recently proposed new tariffs against several countries — from Mexico and Canada to BRICS…
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Sunday's Commentary touched on the divergence between robust economic growth in the U.S. and near-recessionary conditions in Canada. We…
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Look up in the sky. It's a bird. It's a plane. It's Superman! Nope, it's lots of drones flying over New Jersey, New York, and Maryland…
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US core inflation posted a fourth consecutive 0.3% print, showing that progress towards the Fed inflation goal has clearly stalled.…
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