Scotiabank
June 4, 2026
Global Economics Daily Points
Daily UpdateRates Govt BondsEquitiesCommoditiesInformation TechnologyEnergy
Global markets are reacting to lower bond yields and tech-led equity weakness, while Southeast Asian currencies face stability risks. Meanwhile, proposed US forced labour tariffs on Canadian exports are expected to have minimal actual impact.
Key Takeaways
- 1.Global bond yields are trending lower while US equity markets face pressure from tech sector earnings.
- 2.Southeast Asian currencies are facing significant depreciation risks amid regional economic volatility.
- 3.Potential US Section 301 tariffs on Canadian goods are viewed as having minimal net impact given current compliance exemptions.
Table of Contents
- On Deck for Thursday, June 4th
- Contributors
- KEY POINTS:
- OVERNIGHT DEVELOPMENTS
- PUTTING A MIRROR IN FRONT OF US FORCED LABOUR TARIFFS
- Review of Trump's Tariff Toolkit
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Derek Holt
Securities
S&P 500WTI Crude
Themes
Geopolitical impact on tradeMonetary policy divergenceCurrency stability in emerging markets
Regions
Asia PacificEuropeUnited StatesCanadaSweden
