TDS
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CNY: Trade normalization and growth risks – TD Securities
TD Securities expects China’s March exports to normalize after a strong Jan–Feb report, while imports could surprise on the upside…
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NZD: RBNZ tightening bias and earlier hike risk – TD Securities
TD Securities analysts review the latest Reserve Bank of New Zealand (RBNZ) decision, noting the cash rate was held at…
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AUD: Energy shock threatens fragile consumption – TD Securities
TD Securities analysts highlight a record monthly rise in the Melbourne Institute Inflation Gauge, pushing headline and trimmed mean inflation…
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CAD: Jobs data and geopolitics steer rates – TD Securities
TD Securities strategists Robert Both and Emma Lawrence highlight that Canadian rates are opening weaker, with yields tracking US moves…
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US: Services growth seen easing on Iran uncertainty – TD Securities
TD Securities analysts expect US ISM Services to soften in March as geopolitical uncertainty from Iran weighs on sentiment. They…
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BoC: Dovish patience with geopolitical risks – TD Securities
TD Securities analysts characterize the Bank of Canada’s (BoC) March Summary of Deliberations as slightly dovish, consistent with the March…
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USD: NFP normalization and Fed hold expectations – TD Securities
TD Securities analysts expect the March US labor report to show a normalization in Nonfarm Payrolls (NFP), with headline gains…
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CAD: BoC minutes expected to stay dovish – TD Securities
TD Securities analysts expect the Bank of Canada (BoC) Summary of Deliberations to reiterate a dovish tone, emphasizing Canada’s softer…
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USD/JPY: Verbal pushback as 162–164 looms – TD Securities
TD Securities analysts highlight growing official frustration with Japanese Yen weakness as USD/JPY breached the 160 level in the past…
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BoC: Dovish tone and long hold signalled – TD Securities
TD Securities analysts anticipate the Bank of Canada’s (BoC) March Summary of Deliberations will maintain a dovish tone, stressing excess…
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