
North America
Find the latest economic insights from the US, Canada, and Mexico, where local experts cover food and agribusiness, the energy transition, and global financial markets.

Rate cuts are moving further into the future
At Kevin Warsh’s first meeting as Chair, the FOMC is likely to remove the easing bias from the statement and drop the 2026 rate cut from the dot plot.

Exclusive Bank of Canada Post-Decision Report: Durable consumption?
The Bank of Canada released its decision to hold the overnight policy rate at 2.25% at the June 10 decision.

How do control states work?
Around 25% of US spirits sales move through control states, but how do they work? How are they different from open states, and what can suppliers do to improve

Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.

Exclusive MXN Market Musings: Volatile times, but low implied volatility
MXN has appreciated 3.57% against USD year-to-date, but has depreciated on a month-to-date view.

Exclusive Bank of Canada Preview: Looking through or turning a blind eye?
We expect the Bank of Canada to hold the overnight policy rate at 2.25%.




















