TDS
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RBA: Close split keeps May hike in play – TD Securities
TD Securities strategists Prashant Newnaha and Alex Loo note the RBA lifted the cash rate by 25 bps to 4.10%…
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Oil: Central bank pain threshold and policy bias – TD Securities
TD Securities’ James Rossiter argues that major central banks have shifted their reaction functions after recent supply shocks, now placing…
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China: Pragmatic growth stance and FX stability – TD Securities
TD Securities’ Senior Macro Strategist Alex Loo says Chinese policymakers have set a modest 2026 GDP growth target of 4.5–5.0%, with TD…
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Canada: Q4 GDP contraction, brighter Q1 – TD Securities
TD Securities’ Global Strategy Team forecasts Canadian real GDP to contract by 0.4% annualized in Q4, driven by weaker domestic demand, falling…
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USD: Tactical strength, structural decline – TD Securities
TD Securities’ FX team, led by Jayati Bharadwaj, sees the US Dollar tactically supported as a safe haven on Iran-related geopolitical risks…
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USD: Confidence data and Fed speakers in focus – TD Securities
TD Securities’ Global Strategy Team notes that markets now focused on President Trump’s State of the Union and multiple Federal Reserve speakers.…
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USD/CAD: Labour data soft but CAD supported – TD Securities
TD Securities’ Global Strategy Team assesses Canada’s January Labour Force Survey as a modest unwind of prior strength, with employment…
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USDJPY: Potential for significant movement – TD Securities
The upcoming Lower House election in Japan on February 8 is expected to have significant implications for the USD/JPY exchange…
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EUR: Inflation drops but ECB remains steady – TD Securities
TD Securities reports on Eurozone inflation, which has dropped to 1.7% year-on-year, primarily due to energy prices. The analysis indicates that this…
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EUR: Inflation expectations and ECB stance – TD Securities
TD Securities discusses the Eurozone’s inflation expectations ahead of key economic data releases. The report anticipates a dip in headline…
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