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April 27, 2026
Straits of Hormuz Standoff and Mixed Markets
April 27, 2026 9:02 AM UTC
• Equities longer time horizon means that they are hoping for a reopening of the Straits of Hormuz (though also being helped by renewed AI optimism), whereas government bond markets actually want to see tangible progress and an associated tempering of DM central banks posturing. This dive
April 24, 2026
Preview: Due May 8 - Canada April Employment - A modest gain with stable unemployment
April 24, 2026 6:52 PM UTC
We expect Canadian employment to increase by 10k in March, a second straight modest rise to follow a gain of 14.1k in March, still not close to erasing the steep loss of 83.9k in February which extended a substantial 24.8k decline in January. We expect a 6.7% unemployment rate for a third straight m
8th Consecutive Cut: CBR Reduced the Rate to 14.5% Despite Risks
April 24, 2026 5:02 PM UTC
Bottom Line: Following the Central Bank of Russia’s (CBR) 50 bps cut on March 20—driven by the disinflationary trend in Q1—the CBR continued its easing cycle on April 24 reducing the rate from 15.0% to 14.5% despite inflationary risks. CBR maintained a cautious tone on inflation and future pol