North America

Exclusive Bank of Canada Preview: Turn for the worse

We expect the Bank of Canada to hold the overnight rate at 2.25% on September 2, with no hikes or cuts forecast through 2027.

A Hawkish Version of No Forward Guidance

For a Chair who does not want to give forward guidance, Warsh was very effective in raising the market-implied probability of a Fed rate hike in September.

Southern Glazer‘s on the latest moves into beer and competition in wine and spirits

We catch up with Southern Glazer's Wine & Spirits to discuss its recent beer-business-buying binge.

Exclusive Unwrapped: Plastic packaging matters | August 2026

Unwrapped Q3 explores how PPWR, EPR, recyclability standards, feedstocks, and tariffs are reshaping the packaging value chain.

Exclusive MXN Market Musings: Technically Speaking

USD/MXN recently confirmed a close below 17 for the first time since May 2024. This break has led us to revise our forecasts lower and we now expect a move to 16.5.

Exclusive Running on Fumes