• By Economy   -   Apr 24, 2019

    RISKS AS U.S. EQUITIES REACH NEW HIGHS

    Fundamentals support further-but less impressive-stock market gains.

    Market, Marketing
  • By Economy   -   Apr 24, 2019

    ASIA-PACIFIC DAILY BRIEFING: TO CUT OR NOT TO CUT, THAT IS THE QUESTION

    Australia's Q1 CPI was weak, increasing odds that interest rates will be cut in 2019.

    Rate, Asia
  • By Economy   -   Apr 23, 2019

    LOWER T-BOND YIELDS AND WIDER SPREADS ARE LIKELY IF HIGH-YIELD DOWNGRADES CONTINUE TO DOUBLE UPGRADES

    Although markets have largely ignored the jump by the downgrade per upgrade ratio of U.S. high-yield credit rating revisions.

    Credit, Bonds, Bond, Market, Credits, Marketing, Rate
  • By Economy   -   Apr 23, 2019

    ECONOMIC ROUNDUP: SOME GOOD AND BAD NEWS FROM MARCH U.S. NEW-HOME SALES

    Also, don't look now, but the effective fed funds rate is drifting higher.

    Sale, Fund, Rate
  • By Economy   -   Apr 23, 2019

    STOCK MARKET CONTRIBUTES TO U.S. WEALTH INEQUALITY

    New data confirm growth in inequality, but show it has not been linear.

    Data, Market, Marketing
  • By Economy   -   Apr 23, 2019

    EUROPE DAILY BRIEFING: WHAT'S NEXT ON THE BREXIT FRONT?

    Even if May is ousted or resigns, her replacement will have a hard time uniting the Conservatives.

    Europe
  • By Economy   -   Apr 23, 2019

    WAS MARCH CHINA'S INFLEXION POINT?

    Fixed asset investment and credit growth were among the first to show improvement.

    Investment, Investments, China, Invest, Credit, Credits
  • By Economy   -   Apr 23, 2019

    COMMODITY OUTLOOK: GLOBAL OIL MARKET SURPLUS VANISHES

    OPEC's estimated output for March implies a nearly balanced oil market.

    Market, Marketing
  • By Economy   -   Apr 23, 2019

    ASIA-PACIFIC DAILY BRIEFING: BOJ IS PUTTING ALL ITS EGGS IN ONE BASKET

    The Bank of Japan will likely stay quiet in 2019, hoping that global conditions improve.

    Japan, Banks, Bank, Asia
  • By Economy   -   Apr 23, 2019

    U.S. CHARTBOOK: FIRST QUARTER SHAPES UP

    The latest tracking estimates of output growth signal that the economy is growing around its potential.

    Economy
  • By Economy   -   Apr 23, 2019

    U.S. EXISTING-HOME SALES FALL SHORT OF EXPECTATIONS

    Despite the March drop, existing-home sales were up 5% at an annualized rate in Q1.

    Sale, Rate
  • By Economy   -   Apr 23, 2019

    IRANIAN OIL WAIVERS END

    The Trump administration will no longer exempt certain countries from sanctions.

  • By Economy   -   Apr 23, 2019

    ECONOMIC ROUNDUP: MORTGAGE RATES WILL KEEP FLOOR UNDER EXISTING-HOME SALES

    Existing-home sales fell in March but rose 5% at an annualized rate in Q1.

    Sale, Rate
  • By Economy   -   Apr 23, 2019

    GLOBAL BUSINESS SENTIMENT NEEDS TO IMPROVE

    Investment intentions have fallen to levels last seen in the early part of the expansion.

    Investment, Investments, Invest, Business
  • By Economy   -   Apr 22, 2019

    2019 SHOULD BE ANOTHER GOOD YEAR FOR CENTRAL AMERICA

    The subregion will continue to lead Latin America's growth.

  • By Economy   -   Apr 22, 2019

    U.S. MACRO OUTLOOK: BASHING THE FED

    The economy got a recent lift from the central bank, but the criticism will go on.

    Macro, Economy, Banks, Bank
  • By Economy   -   Apr 19, 2019

    ECONOMIC ROUNDUP: STILL WAITING

    Lower mortgage rates will eventually boost residential investment.

    Investment, Rate, Investments, Invest
  • By Economy   -   Apr 19, 2019

    U.S. WEEKLY HIGHLIGHTS AND PREVIEW, APRIL 19, 2019

    We anticipate that past declines in mortgage rates will push home sales, primarily of new homes, higher.

    Rate, Sale
  • By Economy   -   Apr 19, 2019

    CANADA WEEKLY: THE CANOLA KERFUFFLE

    China launches an attack on Canada's canola industry.

    Industry, Industries, China
  • By Economy   -   Apr 19, 2019

    POSSIBLE OUTCOMES FOR THE VENEZUELAN CRISIS

    Even in a best case scenario, it will take years to rebuild the economy.

    Economy