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Scotiabank Research Hub
Scotiabank's research emphasizes a complex global landscape defined by geopolitical volatility and diverging monetary policy paths, particularly between the Fed and the Bank of Canada. In the Canadian market, analysts are focused on rising industrial producer prices and an expected 1% monthly surge in April CPI driven by energy costs, which may influence imminent central bank decisions. Despite near-term CAD weakness breaching the 1.3800 level against the USD, Scotiabank maintains a medium-term bearish outlook on the Greenback as the DXY index shows signs of consolidation. Geopolitical tensions in the Middle East remain a critical factor, contributing to global bond sell-offs and pressuring net oil importers like Japan. In emerging markets, Scotiabank notes that Banxico has officially ended its easing cycle at 6.50%, balancing a sharp domestic GDP contraction against persistent service-sector inflation. Finally, the research highlights skepticism regarding US labor market data, suggesting that the BLS Birth-Death model may be overstating job gains and setting the stage for significant negative revisions later this year.
72 reports available
Latam Daily Mexican Industrial Activity Rebounds
Mexico's industrial activity returned to growth in April with a 2.3% annual increase, supported by robust performances in mining and construction.
Latam Daily
This report covers Mexico's lower-than-expected inflation data for May and analyzes the ongoing political uncertainty surrounding Peru's recent presidential election.
ECB Hikes and Will Again Soon
The ECB hiked rates by 25bps to 2.25% and signaled further tightening due to persistent inflation pressures and elevated energy costs. The central bank revised its inflation outlook upward for 2026-2028.
Global Auto Report
Global auto sales maintained a rebound through April 2026, though North American markets show signs of stabilizing sideways due to inflation pressures. Higher oil prices remain a significant headwind for the 2026 sales outlook across major regions.
Latam Daily
This report covers Chile's May CPI undershoot which suggests stability in monetary policy, alongside mixed results in Mexico's automotive manufacturing and export sectors.
Duty Calls: Canada And Us Trade Report
Canada achieved its largest trade surplus since January 2025 in April 2026, buoyed by higher oil prices and export volume growth. However, U.S. sectoral tariffs continue to pose significant headwinds for specific Canadian industries.
Daily Points
Daily Points
Latam Daily Peru Q1-26 Retail Sales Recap
All reports
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Latam Daily Mexican Industrial Activity Rebounds
Scotiabank · Jun 11, 2026
Latam Daily
Scotiabank · Jun 9, 2026
ECB Hikes and Will Again Soon
Scotiabank · Jun 11, 2026
Global Auto Report
Scotiabank · Jun 9, 2026
Latam Daily
Scotiabank · Jun 8, 2026
Duty Calls: Canada And Us Trade Report
Scotiabank · Jun 9, 2026
Daily Points
Scotiabank · Jun 9, 2026
Daily Points
Scotiabank · Jun 8, 2026
Latam Daily Peru Q1-26 Retail Sales Recap
Scotiabank · Jun 6, 2026
Strong U.S. Payrolls But It's Not All Roses
Scotiabank · Jun 6, 2026
Global Economics Daily Points
Scotiabank · Jun 6, 2026
Global Economics Daily Points
Scotiabank · Jun 4, 2026
Canada's Defence Scale-Up Challenge in NATO
Scotiabank · Jun 4, 2026
Spring Has Sprung in Canada's Job Market
Scotiabank · Jun 6, 2026
The Global Week Ahead
Scotiabank · Jun 6, 2026
Latam Weekly
Scotiabank · Jun 6, 2026
Latam Daily
Scotiabank · Jun 4, 2026
Scotiabank Forecast
Scotiabank · Jun 4, 2026
Daily Points
Scotiabank · Jun 4, 2026
Daily Points
Scotiabank · Jun 2, 2026
Oil Prices and Bank of Canada Credibility
Scotiabank · Jun 1, 2026
Latam Daily: Weak Chilean Economic Activity and Peruvian CPI
Scotiabank · Jun 1, 2026
Daily Points
Scotiabank · Jun 1, 2026
Q1 Record For Mining Investment In Peru
Scotiabank · May 28, 2026