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Saturday, 15 August 2026

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Economy

Canada: Stable card trends support cautious optimism – RBC

Royal Bank of Canada (RBC) analysts Abbey Xu and Rachel Battaglia report that June spending by RBC Canadian cardholders remained relatively stable, with core retail sales up modestly. Discretionary goods led gains, whil…

Shopify tells users to remove vapes from online stores

By Howard Schneider and Ann Saphir WASHINGTON, July 10 (Reuters) – U.S. inflation “stepped up further this spring” as the evolving impact of tariffs, energy costs driven higher by conflict in the Middle East, and the bo…

Equities: AI Boom risks and resilience – Commerzbank

Commerzbank economists Dr. Jörg Krämer and Bernd Weidensteiner argue that the AI-driven investment surge in US high-tech and IT is substantial but not yet excessive compared with past booms. They see early signs of fast…

US Dollar: Geopolitics faded as markets eye rates – ING

ING’s Francesco Pesole notes the US Dollar (USD) has been broadly unchanged despite renewed Middle East tensions, as Oil has retraced and risk sentiment improved. He highlights that fading geopolitical risk keeps focus …

Japanese Yen: Policy shift talk supports JPY – MUFG

MUFG’s Derek Halpenny notes the Japanese Yen is leading G10 gains after Finance Minister Katayama unexpectedly urged households and the GPIF to increase investments in Japanese financial assets. He stresses these policy…

Gold: Tentative stabilisation on oil relief – OCBC

OCBC strategists Christopher Wong and Sim Moh Siong highlight that Gold has rebounded as Oil prices eased, reducing inflation and Fed tightening concerns, while a softer US Dollar also supported the move. However, ETF h…