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Dailies and Data

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

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Heads I Win, Tails You Lose (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			02/05/2021
Doubling Down on the Dollar (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			02/04/2021
Enter the Draghi (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			02/03/2021
There's Talk of a Blizzard (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			02/02/2021
Every Dark Cloud (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			02/01/2021
Under Pressure (Global, US, CA, AU, NZ, UK, EU, EM) - Mazen Issa			01/28/2021
Oops, I Did It Again (Global, US, CA, AU, NZ, UK, EU, EM) - Mazen Issa			01/27/2021
Tried, Tested and Worn Out (Global, US, CA, AU, NZ, UK, EU, EM) - Mazen Issa			01/26/2021
A Rates and Dollar Divide (Global, US, CA, AU, NZ, UK, EU, EM) - Mazen Issa			01/25/2021
Begin As You Mean To Continue (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Ned Rumpeltin			01/15/2021

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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CEE: Hungary too Hawkish vs Poland (EM) - Izidor Flajsman			02/25/2021
BoC's Macklem Pledges Ongoing Support for a Protracted Recovery (CA) - Multiple Authors			02/23/2021
Jan FOMC Minutes: In No Rush (US) - Multiple Authors			02/17/2021
CBR Nabiullina Calls End of Easing in Russia (EM) - Cristian Maggio			02/12/2021
Jan CPI: Trend-Setting Core Still Tame (US) - Multiple Authors			02/10/2021
CEE QE: NBH Switching to Higher Gear (EM) - Izidor Flajsman			02/09/2021
Europe Social Distancing Tracker (UK, EU) - Multiple Authors
US Payrolls: +49k; Still -9.9mn (US) - Multiple Authors			02/07/2021
Canadian Employment Falls Sharply, but Hours Worked Up in January (CA) - Multiple Authors			02/05/2021
BoE Commentary: Hurry Up and Wait (UK) - Multiple Authors			02/04/2021

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

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Week Ahead: Canada Macro Market Movers (CA) - Multiple Authors
Week Ahead: US Macro Market Movers (US) - Jim O'Sullivan
Canadian CPI (Jan) (CA) - Multiple Authors
CPI Scanner (US) - Multiple Authors
Canadian Employment (Jan) (CA) - Multiple Authors			02/04/2021
Trading the BoE (UK) - Multiple Authors
Trading the RBA - Uncommitted (AU) - Prashant Newnaha			02/01/2021
Canadian GDP (Nov) (CA) - Multiple Authors			01/28/2021
Trading the FOMC (US) - Multiple Authors
January FOMC: Tamping Down Tapering Talk (US) - Multiple Authors			01/22/2021

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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US COVID-19 Tracker (US) - Oscar Muñoz
Asia Activity Indicators Pick Up (EM) - Multiple Authors			02/24/2021
Europe Social Distancing Tracker (EU) - Multiple Authors
Bank of Canada Balance Sheet Tracker (EU) - Andrew Kelvin
US Social Distancing Tracker (US) - Multiple Authors
US Money And Banking Monitor (US) - Jim O'Sullivan
US COVID: Hospitalizations Head North (US) - Oscar Muñoz			01/04/2021
US COVID: No Peaking Yet (US) - Oscar Muñoz			12/14/2020
Holding Through the Extension (CA) - Chris Whelan			12/04/2020
US COVID: Hospitalizations Trending Up (US) - Oscar Muñoz			12/04/2020

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

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Buy USDCHF (Global) - Mazen Issa			02/03/2021
TOTW - Short EURGBP (Global, UK) - Ned Rumpeltin			02/01/2021
Is Russian Ruble Undervalued? (EM) - Cristian Maggio			01/27/2021
Sell CADJPY - Trade of the Week (TOTW) (Global, CA, OM) - Ned Rumpeltin			12/14/2020
GBP: Pondering The Pound's Positioning (Global, US, UK, EU) - Ned Rumpeltin			12/07/2020
Close Trade of the Week: EURAUD Long (Global, AU, EU) - Ned Rumpeltin			12/04/2020
Trade of the Week: Buy EURAUD (Global, AU, EU) - Ned Rumpeltin			11/30/2020
Close Trade of the Week: USDNOK Long (Global, US, EU, OM) - Ned Rumpeltin			11/16/2020
EURGBP: Taking Profit on Shorts (Global, UK, EU, OM) - Ned Rumpeltin			11/11/2020
Turkey: Policymakers Jigsaw (EM) - Cristian Maggio			11/09/2020

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

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More US Fiscal Stimulus, Still-Easy Fed (US) - Multiple Authors			02/15/2021
Trading the US Election Night (US) - Multiple Authors			10/29/2020
Trading the US Election - Two Weeks Out (Global, US) - Multiple Authors			10/20/2020
Brexit - So Long And Thanks For All The Fish (UK, EU) - Multiple Authors			10/19/2020
Appetite for Reflation Trade Tested (Global, US, CA, AU, NZ, UK, EU, EM) - Richard Kelly			08/11/2020
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

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

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U.S. a Real (Yield) Problem for Mexican Rates (EM) - Sacha Tihanyi			02/22/2021
Bank Indonesia-" Too Low" Inflation To Trigger A Cut (EM) - Multiple Authors			02/15/2021
Banxico Cuts Unanimously (EM) - Sacha Tihanyi			02/11/2021
Mexican Inflation No Hindrance to Banxico's Return to Easing (EM) - Sacha Tihanyi			02/10/2021
Target Reached on Long CNHTWD Forward (EM) - Sacha Tihanyi			01/28/2021
Asia Activity Indicators Dip (EM) - Multiple Authors			01/26/2021
BCB: Hawkish Yet Dovish (EM) - Sacha Tihanyi			01/21/2021
BCB Forward Guidance on the Chopping Block (EM) - Sacha Tihanyi			01/19/2021
Is China at Risk From Higher UST Yields? (EM) - Sacha Tihanyi			01/19/2021
2021 EM Outlook ? Taking The Bull By The Horns (EM) - Cristian Maggio			01/13/2021

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

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At the Sharp End of the Reflation Trade (Global, US, CA, AU, NZ, UK, EU, OM) - Ned Rumpeltin			02/01/2021
Trade of the Week: Sell AUDSEK (Global, AU, EU) - Ned Rumpeltin			01/11/2021
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

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

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Expecting Inflation? (Global, US, CA, AU, NZ, UK, EU) - James Rossiter			02/24/2021
A Pile of Savings and Nowhere to Go: CAD Bond Market Implications (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			02/11/2021
Canada Outlook: Waiting for One Last Shoe to Drop as the Backdrop Improves (Global, US, CA, AU, NZ, UK, EU) - Robert Both			02/08/2021
Europe's Languishing Lockdowns (EU) - Jacqui Douglas			01/28/2021
Sketching Out an Exit Plan: Looking Down the Road at the BoC Balance Sheet (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			01/25/2021
The Global Goods Sector - Party Like it's 2018 (Global, US, CA, AU, NZ, UK, EU, EM, OM) - James Rossiter			01/11/2021
Brexit Deal Comes Not With a Bang, But With a Whimper (UK, EU) - Multiple Authors			12/24/2020
Spare a Thought For the Northern Border: US Election Implications for Canada (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			11/02/2020
Lockdown 2.0 - Will Europe Sacrifice its Economy to Save Christmas? (UK, EU) - James Rossiter			10/30/2020
Global Growth - The Easy Work Is Done (Global, US, CA, AU, NZ, UK, EU) - James Rossiter			10/13/2020

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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10s30s Bund Flatteners (Global, EU) - Pooja Kumra			02/25/2021
GBP Rates: Repricing of Gilts (UK, EU) - Pooja Kumra			02/23/2021
EUR : Strong Start to 2021 (Global, US, CA, AU, NZ, UK, EU) - Pooja Kumra			02/01/2021
EUR: Short in the Range (Global, US, CA, AU, NZ, UK, EU) - Pooja Kumra			01/28/2021
EUR: When tight is too Tight? (Global, US, CA, AU, NZ, UK, EU) - Pooja Kumra			01/14/2021
Gilts: Supply Dynamics (Global, US, CA, AU, NZ, UK, EU) - Pooja Kumra			01/07/2021
Checking Up on Canada (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			11/05/2020
The Next Rung on the Yield Ladder: Looking at Canadian Municipal Bonds (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			09/10/2020
The Shifting Center of Gravity in the CAD Curve (Global, US, CA, AU, NZ, UK, EU) - Andrew Kelvin			08/21/2020
Sizing up the RBNZ's LSAP program (NZ) - Prashant Newnaha			07/08/2020

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

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BoC Outlook: Twist in Spring, Taper in Summer (CA) - Andrew Kelvin			02/25/2021
Asia Flows and Positioning - Where is the love? (EM) - Mitul Kotecha			02/24/2021
RBNZ: Has the Horse Already Bolted? (NZ) - Prashant Newnaha			02/24/2021
Global SSA Analytics (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Multiple Authors
EM Hard Currency Corporate Analytics (EM) - Multiple Authors
EM Hard Currency Sovereign Analytics (EM) - Multiple Authors
Tips for Greenifying Bond Portfolios (Global, US, CA, AU, NZ, UK, EU, EM, OM) - Izidor Flajsman			02/22/2021
RBNZ: Avoiding a Taper Tantrum (NZ) - Prashant Newnaha			02/19/2021
Stopped out of long ACGB 11/24 (AU) - Prashant Newnaha			02/17/2021
Taking Profit on Long ACGB 12/30 - Short NZGB 05/31 (AU, NZ) - Prashant Newnaha			02/11/2021

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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Is This Really What a Metals Supercycle Looks Like? (Global) - Daniel Ghali			02/23/2021
Extreme Weather Re-Energizes the Natural Gas Market (Global) - Ryan McKay			02/18/2021
Another Rout - but There are Still Many Reasons to Expect $2,000 Gold (Global) - Bart Melek			02/04/2021
The Silver Squeeze is Dead (Global) - Daniel Ghali			02/02/2021
Gold Collapses After America Goes Blue- But Bullish Story May Not Be Over Yet (Global) - Bart Melek			01/08/2021
Oil Hits Highs Last Seen in February as Saudi Delivers Gift for the New Year (Global) - Bart Melek			01/05/2021
2021 Commodities Outlook: A Time for Commodities in New Post-COVID World (Global) - Bart Melek			12/11/2020
OPEC+ Deal to Gradually Ease Output Bodes Well for $50+ Crude Next Year (Global) - Bart Melek			12/03/2020
Red Hot Copper Running on Fumes (Global) - Daniel Ghali			12/02/2020
Gold Bull Story Not Mortally Wounded Quite Yet- $2,000+ Still in the Cards (Global) - Bart Melek			11/24/2020

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) - Daniel Ghali

Commodities CTA Position Tracker

(Global, US) - Ryan McKay

Commodities Metals Dashboard

(Global, OM) - Bart Melek

Commodities Model Portfolio Update (Global)

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Short WTI Crude: OPEC Supply to Cap Rally (Global) - Bart Melek			02/23/2021
Taking Profits on Long Heating Oil Spread (Global) - Bart Melek			12/03/2020
Taking Profits on Long WTI Crude (Global) - Bart Melek			11/20/2020
Stopped Out of Long Silver (Global) - Bart Melek			09/23/2020
Long Heating Oil Spread: Bet on Easing Contango (Global) - Bart Melek			09/10/2020
Long WTI Crude: The Great Rebalance is Still Intact (Global) - Bart Melek			09/09/2020
Long Gold & Silver: Even Bull Markets Ebb & Flow (Global) - Bart Melek			09/04/2020
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

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 February 27, 2021

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