S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico Market
TDS
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US Dollar: Selective strength and year-end drift – TD Securities
TD Securities’ macro team, led by Jayati Bharadwaj and colleagues, argues that the US Dollar (USD) is losing its status…
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Brent: Higher-for-longer price regime – TD Securities
TD Securities’ Ryan McKay argues that Brent crude Oil is entering a higher-for-longer regime, with fair value estimated at $90-100/bbl…
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Brazilian Real: Volatility around 5.60 against US Dollar – TD Securities
TD Securities strategists see USD/BRL driven by Brazilian politics and fiscal concerns after Lula’s surprise election win. They expect elevated…
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US Dollar: October Fed pause raises December hike odds – TD Securities
TD Securities’ Oscar Munoz and Eli Nir expect the FOMC to keep the Fed Funds Rate at 4.00% in October,…
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Bank of Canada: Gradual return to neutral – TD Securities
TD Securities’ macro team, led by Andrew Kelvin and Robert Both, does not share market conviction for an October Bank…
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US data week: ISM, labor and sentiment in focus – TD Securities
Munoz and Nir expect a relatively quiet US data calendar, with ISM Services likely slipping to 54.0 versus 55.0 consensus,…
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US Dollar: Fading rallies as Fed pricing peaks – TD Securities
TD Securities’ Macro Research’s FX team notes the softer US payrolls data is only marginally negative for the Dollar, with…
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US Dollar: Fed outlook supported by robust data – TD Securities
TD Securities economists Oscar Munoz and Eli Nir assess US PCE and GDP revisions as broadly supportive for a firm…
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Canadian Dollar: Trade tensions and extended BoC hold – TD Securities
TD Securities highlights asymmetric upside risk in USD/CAD as US–Canada trade tensions escalate. Section 338 tariffs are expected to shave…
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United States Dollar: Rebound needs stronger payrolls data – TD Cowen
TD Cowen’s Washington Strategy team, led by Chris Krueger, notes that a durable rebound in the Dollar hinges on stronger…
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