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Dailies and Data

FX Daily Dispatch (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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Double Barreled (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			08/07/2020
A Possible Vaccine Has Risk in the Green (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			07/15/2020
Push the Fader (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			07/14/2020
Direction or Rejection? (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			07/13/2020
Few Signs of Twists Ahead of the Turn (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			06/26/2020
That's One Way to Fix the Problem (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			06/25/2020
Dollar Doldrums (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			06/24/2020
Things That Go Bump In The Night (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin
Topped and Tailed (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			06/22/2020
The Dollar Can Smile in Both Directions (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			06/12/2020

Global Daily (Global)

TD CAD Daily Brief

(Global, US, CA, AU, NZ, UK, EU, OM) - Ned Rumpeltin

North American Macro Daily

(US, CA) - Brittany Baumann

Dataflash (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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Canadian Job Growth Slows in July But Keeps Climbing to the Light (CA) - Multiple Authors			08/07/2020
US Payrolls: +1.8mn; Still Down 12.9mn (US) - Multiple Authors			08/07/2020
Bank of England Very PositiVe on RecoVery (UK) - Multiple Authors			08/06/2020
Europe Social Distancing Tracker (UK, EU) - Multiple Authors
Canadian Economy Takes First Step To Recovery in May (CA) - Multiple Authors			07/31/2020
US GDP: Historic Plunge (US) - Jim O'Sullivan			07/30/2020
July FOMC: W(AIT)ing for Guidance (US) - Multiple Authors			07/29/2020
Russia: Nabiullina Says More Room for Cuts, but Easing Likely Ends Here (EM) - Cristian Maggio			07/24/2020
South Africa: A Missed Opportunity (EM) - Cristian Maggio			07/23/2020
Canadian CPI Leaps Out of Its Rut (CA) - Multiple Authors			07/22/2020

Data Preview (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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Canadian Employment (July) (CA) - Multiple Authors			08/06/2020
US Payrolls (Jul): Slowing, But How Much? (US) - Multiple Authors			08/06/2020
Trading the BoE (UK) - Multiple Authors
Week Ahead: Canada Macro Market Movers (CA) - Multiple Authors
Week Ahead: US Macro Market Movers (US) - Jim O'Sullivan
BoE Preview - Short-Term Gains, Long-Term Pain (UK) - Multiple Authors			07/31/2020
Real GDP (May) (CA) - Multiple Authors			07/30/2020
Trading the FOMC (US) - Multiple Authors
Canadian CPI (June) (CA) - Multiple Authors			07/21/2020
EMEA: A Week Full of Central Bank Fun (EM) - Multiple Authors			07/17/2020

Weeklies

Asia-Pac Week Ahead (AU, NZ, OM)

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Asia-Pac Week Ahead: Kiwi inflation the lone release (AU, NZ, OM) - Annette Beacher			01/19/2018
Asia-PAc Week Ahead: Aussie jobs + Chinese GDP (AU, NZ, OM) - Annette Beacher			01/12/2018
Aus Nov Retail Sales & China CPI/PPI on the docket (AU, NZ, OM) - Prashant Newnaha			01/05/2018
Asia-Pac month Ahead: Aussie budget; NZ Q3 updates; China PMIs; Oz trade shocker (AU, NZ, OM) - Annette Beacher			12/15/2017
Asia-Pac Week Ahead: Aussie jobs, NZ budget; China data (AU, NZ, OM) - Annette Beacher			12/08/2017
Asia-Pac Week Ahead: Aussie RBA + GDP + RBNZ + China trade (AU, NZ, OM) - Annette Beacher			12/01/2017
Q3 Aus Capex, RBNZ FSR and NZ Biz Confidence (AU, NZ, OM) - Prashant Newnaha			11/24/2017
Asia-Pac Week Ahead: RBA speak; AU construction; NZ retail (AU, NZ, OM) - Annette Beacher			11/17/2017
Aussie wages and jobs data on the docket (AU, NZ, OM) - Prashant Newnaha			11/10/2017
Asia-Pac Week Ahead: RBA and RBNZ step up; China trade (AU, NZ, OM) - Annette Beacher			11/03/2017

Global Rates Weekly

(Global, US, CA, AU, NZ, UK, EU) - Multiple Authors

Upcoming Week - The Big Three

(Global, US, CA, AU, NZ, UK, EU, EM, OM) - Multiple Authors

US Rates: Weekly CFTC Report

(US) - Gennadiy Goldberg

Commodities Weekly

(Global, OM) - Bart Melek

Emerging Markets Week Ahead

(EM) - Cristian Maggio

FX: CFTC Commitment of Traders Report

(Global) - Bart Melek

Thematic Research

Commodities Outlook

(Global) - Bart Melek

Macro Chart Logic (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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The BoE's Best Recovery Ever (UK) - Jacqui Douglas			08/07/2020
US COVID: Peak Behind (US) - Oscar Muñoz			08/07/2020
Bank of Canada Balance Sheet Tracker (CA) - Multiple Authors
Covid Wave Monitor (Global) - Multiple Authors
US Social Distancing Tracker (US) - Multiple Authors
US Money And Banking Monitor (US) - Jim O'Sullivan
US COVID: Cases Down, Mortality Up (US) - Oscar Muñoz			07/31/2020
Shifting Inflation Expectations (Global, US, CA, UK, EU) - James Rossiter			07/28/2020
US COVID: Plateauing in New Cases? (US) - Oscar Muñoz			07/24/2020
BoC Pulls Back on Bill Purchases (EU) - Andrew Kelvin			07/21/2020

TD FX Chart Logic (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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Turkey: Reserves Picture Deteriorates Further (EM) - Cristian Maggio			07/28/2020
Four on the Floor (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			07/16/2020
Russia: Sanction Fears Weaken RUB (EM) - Cristian Maggio			06/30/2020
South Africa: Staring Into Fiscal Black Hole (EM) - Cristian Maggio			06/24/2020
Turkey: International Swap Lines Boost TRY Longs (EM) - Cristian Maggio			05/19/2020
Turkey: Into Uncharted Territory (Again) (EM) - Cristian Maggio			05/07/2020
Buy USDCAD (Global) - Mazen Issa
USDJPY: If Funding Is Resolved, Look Out Below (Global, US, OM) - Ned Rumpeltin			03/23/2020
AUDNZD: Eyeing Upside Potential (Global) - Multiple Authors			02/06/2020
FX Model Portfolio Update - Take Profit on USDCAD Long (Global, CA) - Mazen Issa			01/31/2020

Market Musings - Cross-Market (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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Covid Wave Monitor (Global, US, CA, AU, NZ, UK, EU) - Multiple Authors			05/12/2020
Global Strategy Overview (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Richard Kelly			04/29/2020
Buy the Front-end in Canada and Exit CAN-US 10s (US, CA) - Chris Whelan			12/17/2019
Draghi-ing the ECB into Easing (EU) - Multiple Authors			06/24/2019
Opening Doors at the G-20 (Global, US, EM, OM) - Multiple Authors			06/21/2019
April Showers Bring May's End of Power (UK, EU) - Multiple Authors			05/24/2019
In Brexit, No One Can Hear You Scream (UK) - Multiple Authors			03/29/2019
Brexit Update- Many More Months of May's Muddle? (UK) - Multiple Authors			03/05/2019
What Will It Take to Put a Spark in European Breakevens? (EU) - Multiple Authors			02/27/2019
ECB Update- Politics, Presentation, and Policy (EU) - Multiple Authors			02/11/2019

Market Musings - Emerging Markets (Global, US, AU, EM, OM)

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Finally, the BCB's Final Cut, Probably (EM) - Sacha Tihanyi			08/04/2020
Close Long 12mth USDCNH Forward (EM) - Sacha Tihanyi			07/21/2020
EM Assets: Just Hold Your Nose and Close Your Eyes (EM) - Other			07/15/2020
Banxico On Target For Further Cuts of 50bps (EM) - Sacha Tihanyi			06/25/2020
Staying Bullish on Mexican Rates (EM) - Sacha Tihanyi			06/23/2020
BCB Door Open but Probably On Hold (EM) - Sacha Tihanyi			06/18/2020
BCB: Looking For Cuts and Forward Guidance (EM) - Sacha Tihanyi			06/16/2020
US - China Unhappy Together II. Buy 12mth USDCNH Forward (EM) - Sacha Tihanyi			05/25/2020
Banxico: 50 Now, 50 Later, 50... (EM) - Sacha Tihanyi			05/14/2020
Banxico Expected to Cut 50bps (EM) - Sacha Tihanyi			05/13/2020

Market Musings - G10FX (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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EURUSD - Stopped Out (Global, EU) - Ned Rumpeltin			06/03/2020
GBP: Like It Or Not, Brexit Is Coming Back (Global, US, UK, EU, OM) - Multiple Authors			05/12/2020
MPU: Sell EURUSD (Global, US, CA, AU, NZ, UK, EU) - Ned Rumpeltin			04/30/2020
Sell EURUSD in May. This Rebound is Going Away (Global, US, CA, AU, NZ, UK, EU) - Ned Rumpeltin			04/30/2020
EUR: Nothing to Fear, But FEER Itself (Global, US, CA, AU, NZ, UK, EU) - Mazen Issa			02/19/2020
Close NOKSEK Longs (Global, EU, OM) - Ned Rumpeltin			12/17/2019
AUD & NZD: Where Hope Goes to Die (Global, AU, NZ) - Mazen Issa			10/09/2019
Making It Official: US Names China as FX Manipulator (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			08/06/2019
Carry On My Wayward Son (US, CA, AU, NZ, EU) - Mazen Issa			07/30/2019
EUR: Follow the Flows (Global, US, EU) - Ned Rumpeltin			07/22/2019

Market Musings - Global Macro (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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A Glance at Canadian GDP, a Thought on Forward Guidance (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			07/28/2020
Constructive Brexit Talks Leave GBP Treading Water (UK, EU) - Multiple Authors			07/09/2020
Global Growth - Is the Rebound Stalling? (Global, US, CA, AU, NZ, UK, EU, EM, OM) - James Rossiter			07/02/2020
Blurring the Line Between Fiscal and Monetary Policy (Global, US, CA, AU, NZ, UK, EU) - James Rossiter			06/17/2020
Global Growth: The Worst has Passed (Global, US, CA, AU, NZ, UK, EU, EM, OM) - James Rossiter			06/05/2020
Could the UK Unemployment Rate Reach 15%? (UK) - Jacqui Douglas			05/27/2020
More Questions Than Answers for the Eurozone Game Changer (EU) - Multiple Authors			05/22/2020
Provincial Funding Update: Just a Scratch (Global, US, CA, AU, NZ, UK, EU) - Robert Both			05/05/2020
G10 Fiscal & Monetary Policy Tracker (Global, US, CA, AU, NZ, UK, EU) - Multiple Authors			04/30/2020
Europe Social Distancing Tracker (UK, EU) - Multiple Authors			04/28/2020

Market Musings - Global Rates (Global, US, NZ, UK, EU)

Market Musings - Global Rates (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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Sizing up the RBNZ's LSAP program (NZ) - Prashant Newnaha			07/08/2020
CAD: Refreshing View on Longs (CA) - Chris Whelan			06/10/2020
Provincial Bonds: Rolling Out the Welcome Mat or Foreign Investors (CA) - Andrew Kelvin			06/10/2020
CAD FI: Early Bird Catches the Worm - June 1/2 Extension (CA) - Multiple Authors			05/21/2020
Japan Foreign Bond Investors - Where They Shopped in 2019-20 (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Multiple Authors			05/20/2020
The Ins and Outs of Who's Buying What (Global, US, CA, AU, NZ, UK, EU) - Multiple Authors			04/01/2020
CADflation Scenarios are Getting Real (RRBs) (CA) - Chris Whelan			03/26/2020
CAD Steepeners in 2s5s (Enter 4y1y/2y1y1) (CA) - Multiple Authors			02/04/2020
Provincials Vs Corporates Showdown: Active Portfolio and Index Summary (CA) - Chris Whelan			01/28/2020
Cleaning Up Canada Trades Ahead of the BoC (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			01/20/2020

Market Musings (Global, US, CA, AU, NZ, UK, EU, EM, OM)

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CAD: Fund Flow Taps are Still Running (CA) - Chris Whelan			08/07/2020
China July Exports Jump, Trump Executive Order Hits Markets (EM) - Mitul Kotecha			08/07/2020
India RBI: "Patience and Perseverance" (EM) - Mitul Kotecha			08/06/2020
Global SSA Analytics (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Multiple Authors
India RBI - Growth vs. Inflation (EM) - Mitul Kotecha			08/04/2020
EM Hard Currency Sovereign Analytics (EM) - Multiple Authors			08/03/2020
China July PMIs - Still Firm (EM) - Mitul Kotecha			07/31/2020
USD Slides, Which Asian FX Benefit Most? (EM) - Mitul Kotecha			07/28/2020
ACGB 1.75% 06/51 - Pricing Tomorrow -Our Thoughts (AU) - Prashant Newnaha			07/27/2020
EM Hard Currency Sovereign Analytics (EM) - Multiple Authors

Forecasts

FOMC Preview

(US) - Multiple Authors

Global Markets

(Global, US, CA, AU, NZ, UK, EU, EM, OM) - Multiple Authors

Monetary Policy Monitor

(CA) - Multiple Authors

Analytics

Commodities Chart Logic (Global, US, CA, EU, EM)

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Fundamentals Point Crude North, But No Breakout (Global) - Bart Melek			08/05/2020
Spot Gold Breaks Above $2,000 - But Temporary Pullback In the Cards (Global) - Bart Melek			08/04/2020
Gold: Miles to Go Along a Bumpy Road Before It Sleeps (Global) - Bart Melek			07/29/2020
The Anatomy of a Great Rebalancing (Global) - Daniel Ghali			07/16/2020
Trading Gold in a Risk-On Regime (Global) - Daniel Ghali			07/15/2020
Copper: Surge to $6,600- Too Much, Too Soon? (Global) - Bart Melek			07/14/2020
Natural Gas: Summertime Sadness to Winter Wonderland? (Global) - Ryan McKay			07/13/2020
Silver Is Getting its Explosive Bona Fides Back (Global) - Bart Melek			07/08/2020
Higher Gold and Firming Economy Can Coexist (Global) - Bart Melek			07/02/2020
Gold Attempts to Breakout into $1,800s - Third Time's a Charm? (Global) - Bart Melek			06/24/2020

US Treasury Auction Preview

(US) - Cheng Chen

Treasury RV Analytics

(US) - Gennadiy Goldberg

Rates Spread Product Analytics

(US) - Gennadiy Goldberg

Rates Spread Product Analytics

(US) - Gennadiy Goldberg

Other

ChartVision | CHIL Trend Analytics

(Global) - Daniel Ghali

Commodities - Commentary

(Global) - Bart Melek

Commodities - Strategist Coffee Break

(Global) - Daniel Ghali

07/23/2020

Commodities Chart Focus (Global, OM)

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Fundamentals Spell Good New For Oil, Benign Fed Mid-Cycle Tightening Not All Bad For Gold (Global) - Bart Melek			05/27/2016
Industrial Copper & Oil Battle the Bears, as Precious Silver & Platinum Snag the Bulls (Global) - Bart Melek			04/22/2016
CB Easing, Techs and Specs to Push $1300 Gold; China Flows to Boost Copper (Global) - Bart Melek			02/18/2016
Thin Volume Stock Rally Sets up Gold, While Oil Oversupply Remains for Now (Global) - Mike Dragosits			02/17/2016
Copper Rout May Be Short Lived, Safe Haven Demand and Fed Good for Gold (Global) - Bart Melek			01/21/2016
US Oil Production Declines Coming, as Swap Dealers Bet on Upside (Global) - Mike Dragosits			01/21/2016
Oil Heading Lower, But China Data Point Zinc & Palladium Higher (Global) - Bart Melek			11/11/2015
Gold Sparkles and Oil Fizzles (Global) - Bart Melek			10/02/2015
Gold Peeking at $1,180/oz but Should be Frightended by its Shadow (Global) - Bart Melek			09/24/2015
Gold at Risk Following Payrolls & Palladium Needs China to Rally (Global) - Bart Melek			09/03/2015

Commodities China SmartMoney Index

(Global, US) - Bart Melek

Commodities CTA Position Tracker

(Global, US) - Bart Melek

Commodities Metals Dashboard

(Global, OM) - Bart Melek

Commodities Model Portfolio Update (Global)

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Taking Profits on Long Gold: Wary of Raging Bulls (Global) - Bart Melek			07/23/2020
Long WTI Spread: Betting on Easing 2021 Contango (Global) - Bart Melek			04/29/2020
Long Gold - A Bullish Outlook With No Bulls in Sight (Global) - Bart Melek			04/20/2020
Scratching Copper Length at Small Profit (Global) - Bart Melek			02/28/2020
Taking Profits on Silver Long (Global) - Bart Melek			02/28/2020
Long Copper - Fade the Fear Factor (Global) - Bart Melek			01/31/2020
Taking Profits on Short WTI Spread (Global) - Bart Melek			01/16/2020
Stopped Out of Short Gasoline-Heat Spread (Global) - Bart Melek			10/30/2019
Taking Profits on Long Gold (Global) - Bart Melek			10/21/2019
Lifting Target on Long Gold: There's Still Juice in this Rock! (Global) - Bart Melek			08/06/2019

Commodities Monthly Chinese Trade Report

(Global) - Bart Melek

Commodities Monthly EIA Petroleum Status Report

(Global) - Bart Melek

Commodities Trade Strategy (Global, US, CA, OM)

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Improved Sentiment and Waning Primary Supply Offer More Promise for PGMs (Global, OM) - Bart Melek			05/06/2016
Cheap Carry and Tightening Fundamentals to Inject Further Boost into Silver Rally (Global, OM) - Bart Melek			04/29/2016
Renewed Gold Appetite, Primary Deficits and Europe Auto Sales Strength Spell Good News for Platinum (Global, OM) - Bart Melek			02/04/2016
Aluminium: Measured Expectations (Global, OM) - Bart Melek			06/26/2015
Platinum Upside Written in the Tealeaves (Global, OM) - Bart Melek			05/14/2015
Nickel Dip Represents Buying Opportunity (Global, OM) - Mike Dragosits			04/15/2015
Fed's Dovish Tilt Set to Extend Gold Rally in Times of Economic Uncertainty (Global, OM) - Bart Melek			03/25/2015
Supply Disappointments and China Stimulus Catalysts for New Copper Rally (Global, OM) - Bart Melek			02/27/2015
Zinc Sinks--But the Future is Bright (Global, OM) - Mike Dragosits			02/19/2015
Pending PBoC Rate Cuts Catalyst for Base Metals Bounce--Rally Contained in the Near-term (Global, OM) - Bart Melek			02/13/2015

Commodities CFTC Commitment of Traders Report

(Global, US) - Bart Melek

Commodities: CFTC Commitment of Traders Report

(Global, OM) - Bart Melek

US Economic Calendar

(US) - Cheng Chen

Saturday August 8, 2020

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