... Not just Canada
David WattAnalysis and information about Canada and the Canadian economy, but not only about Canada and the Canadian economy.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 369 | Founded | 2 years ago | Last Issue | 31 hours ago |
| Active | |||||
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dgwatt0801.substack.comLatest Issues
C’mon Folks: Of Course Carney Considered the “Tail Risk” of a US Invasion
Many Vichy Canadians are clutching their pearls about PM Mark Carney saying to the NYT Editorial Board that the (very slim) possibility of a US incursion of Canada — or excursion as the case may be — was given some thought.
... Not just Ca...
Roundup: US Data and The Rates Backdrop
US data today gave pretty positive signals about capital goods investment, while Treasury yields (10-year and 30-year TIPS) neared critical thresholds. The 10-year Treasury yield is pretty close to the long-term growth rate of nominal GDP,...
US New Home Sales Pop In August — Builder Incentives Attract Home Buyers
Source: Troy Mortier, via Unspash
US new home sales surprised to the upside in August, coming it an annual sales pace of 684K. The market had been looking for a much more modest 615K, after posting sales of 643K in July. Hence, sales were...
Memo from Canadian Retail Sales to BoC — Chill: Inflation is Not a Problem
Still chillin as summer fades. Source: DGW
Canadian retail sales fell -0,7% MoM in July. The preliminary estimate was for a drop of 0.8%, so a titch better than had been initially projected. In July, most components fell, save for an incr...
Market Roundup: Equities Stumble as Rate Concerns Rise to the Fore
Market sentiment is looking a little punch-drunk as US 10-year Treasury yields rise above 5.1%, reaching their highest level since mid-2007. The rise in US yields does not reflect worries about long-term inflation; Instead, they seem more a...
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The writers behind this newsletter.
Experienced freelance economist/consultant. Formerly Canadian Chief Economist for large global bank. Analysis, insight and perspective on Canadian and global economic developments, FX, and markets for small and medium seeking to diversify trade.
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