Government debt sustainability
Rising debt and interest costs are increasing fiscal pressure. An acute crisis is unlikely, but gradual deterioration remains a key risk.
Research
Higher Ground
Looking ahead, we expect the 10 year US treasury yield to move sideways through the remainder of 2026. We see some downward potential in 2027.
Research
Exclusive Banxico Post-Decision Report: Close call
Banxico announced its decision to cut the overnight policy rate 25bp to 6.75% at the most recent meeting.
Research
Exclusive Bank of Canada Preview: Rising anxiety
We expect the Bank of Canada to maintain the overnight policy rate at 2.25% at the March 18 decision.
Research
Time to tap the brakes?
The Reserve Bank of Australia’s policy rate board will announce its first policy rate decision for 2026 on the 3rd of February.
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Exclusive Bank of Canada Post-Decision Report: It's so over
The Bank of Canada released its decision to maintain the overnight policy rate at 2.25% at the January 28 meeting.
Research