TD Securities’ macro team, led by Andrew Kelvin and Robert Both, does not share market conviction for an October Bank...
Munoz and Nir expect a relatively quiet US data calendar, with ISM Services likely slipping to 54.0 versus 55.0 consensus,...
TD Securities' Macro Research’s FX team notes the softer US payrolls data is only marginally negative for the Dollar, with...
TD Securities economists Oscar Munoz and Eli Nir assess US PCE and GDP revisions as broadly supportive for a firm...
TD Cowen’s Washington Strategy team, led by Chris Krueger, notes that a durable rebound in the Dollar hinges on stronger...
TD Securities’ FX strategist Howard Du maintains a bearish New Zealand Dollar (NZD) bias, noting that Reserve Bank of New...
TD Securities economists Robert Both and Emma Lawrence expect Canada’s Q2 National Accounts to show a sharp rebound in Gross...
TD Securities’ Robert Both expects the Bank of Canada to remain cautious even if a tariff agreement is reached. The...
TD Securities economists Oscar Munoz and Eli Nir expect US output growth to move sideways in 2025 as the lingering...
TD Securities’ Ryan McKay and Bart Melek note that CTA (Commodity Trading Advisors) net long positioning in Gold is becoming more entrenched...
