skip to main content
GUIDED SEARCH
North America Weekly

U.S. Trade Deficit Narrows; “Unusual Uncertainty” in Canada’s Monetary Outlook

EXECUTIVE SUMMARY

We kick off our look at North America with the U.S., where improvement in the trade balance in July reversed most of the sharp widening of the deficit in June, although the data still point to a modest negative contribution to growth in Q3. Meanwhile, incoming data on inventory levels amid the cooling demand suggest that the recent uptick in inventory levels was stronger than warranted. This week, we expect a positive print on industrial production, although regional surveys for September should point to continued softening in activity. We expect core retail sales to[...]

Access to this content is restricted to RGE clients.

If you have a client code, please enter it here to activate your client account.

Click here for a free trial.

Learn About Our Services:

RGE Research

Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.

Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

RGE Strategy

Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.

Learn More »

RSS

RSS (Really Simple Syndication) feeds offer another way to consume roubini.com content. Subscribe to our feeds to get our latest headlines, summaries and links back to full Research pieces and Thoughts — updated throughout the day.