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November 13, 2026
Preview: Due November 30 - Canada Q3/September GDP - Slower but with still healthy domestic demand
November 13, 2026 7:54 PM UTC
We expect Q3 Canadian GDP to increase by 1.3% annualized, consistent with the signals from monthly data assuming a 0.1% decline in September as suggested with August’s report. However, quarterly detail is likely to show a healthy picture outside a steeper inventory depletion.
FX Weekly Strategy: Asia, Nov 16-20
November 13, 2026 5:30 PM UTC
Dollar emerges on top, but at these levels, complications remain - especially over yen crosses amid uncertain intervention
Medium-term dollar up channel remains live; positioning is a consideration now, as euro shorts may approach 2015 highs
Stepping back from current and YTD action, already worth als
Preview: Due November 16 - Canada October CPI - Slightly firmer
November 13, 2026 4:52 PM UTC
We expect September Canadian CPI to increase to 3.3% yr/yr in October from 3.1%, and to 3.27% from 3.09% before rounding. This would be the highest since December 2023. Energy will lead the increase, though we expect a marginal pick-up in CPI-Median, one of the Bank of Canada’s three core rates.
U.S. October PPI - Still firm ex food, energy and trade
November 13, 2026 2:05 PM UTC
Overall October PPI is slightly softer than expected at 0.3% with a matching increase ex food and energy, this on consensus. However a 0.5% increase ex food, energy and trade suggests underlying strength, above what is acceptable to the Fed, persists.
U.S. October PPI - Still firm ex food, energy and trade
November 13, 2026 2:04 PM UTC
Overall October PPI is slightly softer than expected at 0.3% with a matching increase ex food and energy, this on consensus. However a 0.5% increase ex food, energy and trade suggests underlying strength, above what is acceptable to the Fed, persists.
November 12, 2026
Preview: Due December 4 - Canada November Employment - Avoiding a fourth straight decline
November 12, 2026 6:49 PM UTC
We expect Canadian employment to increase by 15k in a correction from three straight declines. GDP growth is likely to be slow in Q4 due to US tariffs but is unlikely to be negative, and that argues against a negative employment trend. We expect unemployment to slip back to 6.6% from 6.7%, while rem
Preview: Due November 25 - U.S. October New Home Sales - Several signals for weakness
November 12, 2026 5:56 PM UTC
We expect a 6.1% decline in October new home sales to 635k, which would be the lowest level since February. Even this would leave new home sales looking more resilient than other measures of housing demand.
U.S. October Existing Home Sales - Rising mortgage rates having an impact
November 12, 2026 3:13 PM UTC
October existing home sales have resumed a negative trend with a steep 5.5% decline to follow a 1.0% increase in September, which was the first rise in four months. The level of 3.75m is the weakest since August 2010.