TDS

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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Gold: CTA selling risk and structural cracks – TD Securities

TD Securities’ Senior Commodity Strategist Daniel Ghali warns that Commodity Trading Advisors (CTAs) are likely to sell Gold unless prices…

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GBP: Retail sales setback but momentum holds – TD Securities

TD Securities expects UK Retail Sales for February to decline, projecting -0.6% month-on-month versus the market’s -0.7% and January’s 1.8%.…

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