Category: International Trade
North America International Trade
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Analysis by Region - North America - US
... Friday afternoon, leading the gains. Declining inflation expectations offered support to the long-end, flattening the curve for much of the week. The front-end began to catch up with long-end gains into the weekend though, following ... Read More
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Macro - Weekly Briefings - US
... points off Q4-22 GDP growth and doesn't necessitate any major changes to our baseline forecast. Some industries will be disrupted, but the shock's short, temporary nature means significant production and revenue losses won't be sustained. Read More
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Macro - Weekly Briefings - US
... negative change in inventories, while all other components held up. That said, we see the weakness becoming more broad-based, with inflation staying elevated longer. Much is riding on the strength of the rebound from mid-2023. Read More
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Industry - Country Industry Forecasts - United States
... dragged by declining residential investment, declining construction, and reduced consumption of goods. Consumer spending has proven resilient, helping to increase personal consumption of services. This will act as a primary lever of support for the ... Read More
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Analysis by Region - North America - US
... gains as the reaction to the week's lower-than-expected inflation data outweighed the hawkish tone out of the FOMC meeting. Equities fell following the FOMC decision though. The S&P 500 Index was 2.7% lower for the ... Read More
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Macro - Weekly Briefings - US
... its 2% target. Though the Fed is still aiming for a soft landing, their projections tell a different story. In fact, the Summary of Economic Projections calls for a rise in the unemployment rate that ... Read More
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Macro - Weekly Briefings - US
... may need to delay the start of the recession in our forecast until Q2 of 2023. New data on retail sales were solid while initial claims for unemployment insurance benefits remain low. The housing market ... Read More
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Industry - Country Industry Forecasts - United States
... dragged by declining residential investment, declining construction, and reduced consumption of goods. Consumer spending has proven resilient, helping to increase personal consumption of services. This will act as a primary lever of support for the ... Read More
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Macro - Weekly Briefings - US
... Chair Powell's press briefing and the FOMC's updated projections as to what comes next. We look for another 75bps of rate hikes before the end of year pushing the mid-point for the federal funds rate ... Read More
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International Trade Financing - 2022 U.S. Market Research Report with Updated Forecasts
... includes historical and forecasted market size, product lines, profitability, financial ratios, BCG matrix, statistics by state, operating expense details, organizational breakdown, consolidation analysis, employee productivity, price inflation, pay bands for the top 20 industry jobs, ... Read More
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Macro - Weekly Briefings - US
... which was the largest rise since May 6. Stocks were lower, partially in response to the higher yields. And the dollar was higher. While the euro was little changed after spending the week chopping around ... Read More
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Macro - Weekly Briefings - US
... The resilience of the consumer and sturdiness of the labor market indicate that the economy is not on the precipice of a recession. And a healthy acceleration in real consumer spending will lead GDP growth ... Read More
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Macro - Weekly Briefings - US
... are welcome developments, but it's too early to declare victory in the fight against high inflation. We expect inflation to remain persistently high through H2 2022, and caution that risks remain tilted to the upside. Read More
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Macro - Weekly Briefings - US
... July employment report defied expectations and showed broad-based and accelerating job growth. Wage growth was also solid, which should continue to support consumer spending. On a more disappointing note, the labor force participation rate declined. Read More
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Country Review Canada
... given country's history, economy, government, political landscape including foreign policy orientation, business and investment climate, socio-cultural scene including key demographic features, and pertinent environmental issues. The Country Reviews are updated annually, although there are dynamic ... Read More
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Country Review United States
... a given country's history, economy, government, political landscape including foreign policy orientation, business and investment climate, socio-cultural scene including key demographic features, and pertinent environmental issues. The Country Reviews are updated annually, although there are ... Read More
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Country Review Mexico
... given country's history, economy, government, political landscape including foreign policy orientation, business and investment climate, socio-cultural scene including key demographic features, and pertinent environmental issues. The Country Reviews are updated annually, although there are dynamic ... Read More
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Macro - Weekly Briefings - US
... curtailed forward-looking rate hike expectations following Wednesday's FOMC meeting (Chart 1). That also spurred strong gains in equities and modest dollar losses as the yen improved to 132.5 from the July 14 high of 139.4. Read More
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Macro - Weekly Briefings - US
... Democrats may be able to salvage provisions affecting health care. The prospects for legislation supporting domestic manufacturing – particularly the production of semi-conductors –have improved, a plus for firms that have planned investments assuming the ... Read More
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Macro - Weekly Briefings - US
... meaning household and corporate budgets will continue to be squeezed. Navigating through inflation’s squalls to a soft landing is becoming harder but upbeat spending backed by a strong labor market and as consumers dip into ... Read More
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Macro - Weekly Briefings - US
... healthy moderation from Q1's 539K average and we look for more tepid labor market momentum in H2 2022. Past experience suggests achieving a labor-market rebalancing will require an increase in unemployment as job openings are ... Read More
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Macro - Weekly Briefings - US
... significantly lower as traders pared Fed rate hike bets (details in Rates Outlook section below). Bond yields were little changed amid the steepening flows and as US equity index futures rebounded following the recent descent ... Read More
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Macro - Weekly Briefings - US
... the upcoming July and September meetings due to our expectation of persistently high inflation through year-end and the Fed's strong determination to restore price stability. With inflation expected to start decelerating by October and the ... Read More
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Macro - Weekly Briefings - US
... especially volatile week, led by 8bp increases in 2- and 3-year yields. Equities were hit hard again this week though, with the S&P 500 Index off 5.5% as of mid-Friday afternoon, and the Nasdaq down ... Read More
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Macro - Weekly Briefings - US
... The revised FOMC projections point to more than 200bps in additional rate hikes by the end of 2023 placing the mid-point of the fed funds target range at 3.8%. This would be more than 100bps ... Read More
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