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THINK Ahead: Huddle! We need to talk about the fifth quarter

THINK Ahead: Huddle! We need to talk about the fifth quarter


James Smith’s indispensable guide to what you should be watching out for next week.

James Smith, James Knightley and 4 others

THINK North America

James Knightley
James Knightley

Chief International Economist, US

Latest on North America

United States
Trade
Why the EU still holds a Trump card in the face of rising trade tensions

Why the EU still holds a Trump card in the face of rising trade tensions

We think the EU could have a few strategic cards left to play in a looming US trade war
The risks of being too gloomy about Trump's tariff proposals

The risks of being too gloomy about Trump’s tariff proposals

There are mitigating factors around Trump's tariff plans that could be overlooked

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Commodities, Food & Agri
Energy
United States
What a Trump presidency means for oil and gas markets
2
Commodities, Food & Agri
United States
Gold’s record-breaking rush and the US election impact
3
FX
Canada
Canada debates whether to supersize rate cuts
THINK Ahead: Shouting at the Quiet Price Hikers
THINK Ahead: Shouting at the Quiet Price Hikers
United States
US state payrolls numbers confirm the cooling jobs narrative
US state payrolls numbers confirm the cooling jobs narrative
THINK Ahead: A song for Europe
THINK Ahead: A song for Europe
United States
Decent US trends leaves December rate cut chances in the balance
Decent US trends leaves December rate cut chances in the balance
THINK Ahead: Expect the...expected
THINK Ahead: Expect the…expected
Commodities, Food & Agri
Energy
United States
What a Trump presidency means for oil and gas markets
What a Trump presidency means for oil and gas markets
United States
US: Trump emboldened by strong mandate
US: Trump emboldened by strong mandate
The upside and downside risks to our global outlook
The upside and downside risks to our global outlook

FX

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FX
Belgium
France
Germany
...
G10 FX valuation round-up
G10 FX valuation round-up
FX
FX Talking
G10 FX Talking: Dollar appreciation dominates
G10 FX Talking: Dollar appreciation dominates
FX
FX Talking
FX Talking: Forecast table
FX Talking: Forecast table
FX
Canada
Bank of Canada frontloads easing to support growth
Bank of Canada frontloads easing to support growth

Credit

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Report Credit
United States
US Dollar Credit Supply: Higher supply than previous July levels
US Dollar Credit Supply: Higher supply than previous July levels
Credit
EM Sovereigns: IMF remains cautious on World Economic Outlook
EM Sovereigns: IMF remains cautious on World Economic Outlook
Credit
Rates
How stressed are euro rates and credit markets?
How stressed are euro rates and credit markets?
Report Credit
Rates
Global debt flows: Added exposure to duration and spread
Global debt flows: Added exposure to duration and spread