Forecast

9 September 2026
TD Securities Flags Election and Fiscal Risks as USD/BRL Bias Stays Higher in 2026

TD Securities warns Brazil election and fiscal risks weaken real; sees USD/BRL rising, avoid BRL carry.

8 September 2026
Citi Survey Sees Banxico Holding Rates at 6.50% Through 2027, Peso Path Mixed

Economists expect Banxico to hold 6.50% through 2027; peso mixed, inflation 4%, GDP modestly higher.

31 August 2026
S&P 500 trades above 0.618 arc, eyes 0.786 level with bullish bias unless 7,650 breaks

S&P 500 trades between 0.618 and 0.786 arcs; bullish bias targets 7,790, invalid below 7,650.

24 August 2026
TD Securities sees Canada Q2 GDP rebounding on exports and services, boosting loonie and rate expectations

TD Securities forecasts Canada’s Q2 GDP rebound to 3.5% annualized, boosting CAD and rates outlook.

22 August 2026
US data, Jackson Hole and modest payroll revision set tone; Canada GDP and Australia CPI in focus

Key US data, Jackson Hole, and payroll revision spotlight resilient demand, cooling inflation; Australia, Canada strengthen FX trades.

13 August 2026
RICS House Price Balance Improves Slightly in July, Remains Deep in Negative Territory

RICS UK house price balance stayed negative in July at -30%, slightly firmer than -31% forecast.

4 August 2026
South Korea July CPI rises 2.8% year on year, undershooting 3% forecast

South Korea July CPI rose 2.8% year-on-year, below 3% forecast, signalling easing inflation and shifting market expectations.

31 July 2026
TD Securities Forecasts Canadian GDP Growth to Beat Flash Estimate as June Momentum Cools

TD Securities forecasts Canada’s May GDP up 0.2%, with balanced growth; June expected to cool.

28 July 2026
BNP Paribas tips UK growth slowdown, higher inflation and BoE rate rise in 2026

BNP Paribas sees UK growth slowing, inflation above target, prompting 2026 BoE hike; gilt yields elevated, sterling weaker.

21 July 2026
Sterling Holds Above 200-Day Average as Gilt Strain Persists Ahead of UK CPI Data

Sterling holds above 200-day average as Gilts wobble; markets await UK CPI and Chancellor Healey signals.

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