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Scotiabank Research Hub
Finvaulta tracks 121 research reports on Scotiabank, updated through September 2, 2026. Latest: “Bank of Canada Fires a Hawkish Warning Shot”.
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.
Featured reports
US Inflation Grinds To A Halt
June US inflation data came in lower than expected, with core CPI showing no growth. This has led to a market rally and a reduction in Fed rate hike expectations.
Scotiabank Forecast
Scotiabank's July 2026 forecast highlights persistent inflation and geopolitical uncertainty as key drivers for cautious central bank policies in Canada and the U.S. While the Canadian economy shows signs of exiting a soft patch, the U.S. faces cooling household demand alongside continued resilience in business investment.
Latam Weekly
This report covers economic highlights across Latin America, specifically focusing on May economic activity in Brazil and Peru and the central bank's inflation outlook for Mexico.
The Global Week Ahead
This report warns that inflation risks remain elevated in Canada, the US, Japan, and Australia, despite recent declines in commodity prices. It highlights that central bank policies are currently in a transition or holding phase amid ongoing geopolitical and supply-chain pressures.
BoE Keeps Options Open, but Looks Set to Hold Steady
The Bank of England held its policy rate at 3.75% with a 7-2 vote, citing lingering inflation risks despite falling global energy prices. Future policy action remains data-dependent with a focus on second-round effects from utility and energy costs.
Global Economics Daily Points
Scotiabank's daily update highlights market caution ahead of the FOMC meeting and US retail sales. It also notes cooling UK inflation and upcoming policy decisions from the Riksbank and Brazil's central bank.
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.
Canada's Defence Scale-Up Challenge in NATO
Canada faces a significant challenge in scaling defense spending to meet new NATO benchmarks while maintaining fiscal stability. The report argues for a strategy that prioritizes domestic industrial capacity and long-term economic resilience over simple procurement.
Bank of Canada Fires a Hawkish Warning Shot
Daily Points
Daily FX Update: USD Extends Gains as Fed Expectations Build
All reports
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Bank of Canada Fires a Hawkish Warning Shot
Scotiabank · Sep 2, 2026
Daily Points
Scotiabank · Sep 2, 2026
Daily FX Update: USD Extends Gains as Fed Expectations Build
Scotiabank · Sep 2, 2026
Latam Daily: Another Chilean GDP Drop, Peruvian Inflation Rises
Scotiabank · Sep 1, 2026
Daily Points
Scotiabank · Sep 1, 2026
Daily Points
Scotiabank · Aug 28, 2026
Daily FX Update
Scotiabank · Aug 28, 2026
CAD Weekly
Scotiabank · Aug 28, 2026
FX Sentiment Report: Sizeable CAD Short Narrows as Specs Signal Fresh Bearish JPY View
Scotiabank · Aug 28, 2026
Canada Has the Fastest Growing Economy in the G7
Scotiabank · Aug 28, 2026
Latam Daily: Chilean Unemployment Extends Rise
Scotiabank · Aug 28, 2026
Daily FX Update
Scotiabank · Aug 27, 2026
Latam Daily: Mexican International Trade and Peruvian Retail Sales Recap
Scotiabank · Aug 27, 2026
Daily Points
Scotiabank · Aug 27, 2026
Daily Points
Scotiabank · Aug 25, 2026
Dollar Debasement: Risk Rather than Reality
Scotiabank · Aug 25, 2026
Daily FX Update
Scotiabank · Aug 25, 2026
Daily FX Update
Scotiabank · Aug 17, 2026
FX Sentiment Report: Net USD Long Steady, Net Gold Longs Jump Again
Scotiabank · Aug 17, 2026
Canadian CPI: Trader Be Nimble, Trader Be Quick
Scotiabank · Aug 17, 2026
Daily Points
Scotiabank · Aug 17, 2026
Latam Weekly: Regional GDP, Mexico-U.S. Tensions
Scotiabank · Aug 14, 2026
The Global Week Ahead: Never Been Seen
Scotiabank · Aug 14, 2026
US Inflation Grinds To A Halt
Scotiabank · Jul 14, 2026
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