The US to do more on rare earths More US stakes in rare earth companies possible US and allies looking at reshoring rare earth supply …
Prior was 245.8K (revised to 244.5K) Starts up 19% y/y Year-to-date starts up 5% y/y The CMHC noted significantly higher starts in MOntreal and Toronto, …
Headlines: French government also survives second no-confidence motion today French government survives first no-confidence motion China’s Commerce Ministry says rare earth export controls are different …
The USD is mixed, but little changed. The EURUSD is up 0.06% (lower USD). The USDJPY is up 0.13% (higher USD) and the GBPUSD is …
Barkin isn’t prone to exaggeration. If anything, he’s careful in choosing his words but he’s highlighting a ‘noticeable shift’ in the jobs market and says …
Would like more fiscal headroom but it comes with tradeoffs on tax and spending Will continue to take action to bear down on prices in …
Fed interview process is going well Had a great interview for Chair Have not spoken to the President Cutting rates again is the right thing …
Rate cuts by year-end Fed: 48bps (98% probability of rate cut at the upcoming meeting) 2026: 120 bps ECB: 2 bps (99% probability of no …