Canada
Exclusive USMCA Update: Free trade abandoning the free world?
The USMCA is unlikely to be renewed for a full 16-year extension by July 1, 2026 and we instead expect it to enter a rolling one-year review period, extending uncertainty
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.
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%.
North America containerboard quarterly: Q2 2026
Containerboard demand is showing early signs of recovery, but cautious inventories, modest growth, and energy-driven inflation keep the outlook subdued.
Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Exclusive CAD Market Musings: Boom and bust
CAD is among the worst performing G10 currencies month-to-date, down around 0.5% against USD and currently on its eighth consecutive day of declines.