纽币/墨西哥比索 (NZDMXN) 加自选

市场每周展望——通胀数据和地缘政治将占主导地位。从地缘政治风险和经济数据的角度来看，欧洲和英国是本周最大的输家。整个欧元区，更重要的是其主要工业中心德国糟糕的采购经理人指数数据，使欧元对七国集团同行摇摇欲坠。

Markets Weekly Outlook – Inflation Data & Geopolitics to Dominate.Europe and the UK are the biggest losers this week both from a geopolitical risk and economic data perspective. Poor PMI data across the Euro Area and more importantly its major industrial hub Germany, have left the Euro reeling against G7 counterparts.

每周底线：通货膨胀无法“摆脱”。泰勒·斯威夫特可能仍在多伦多，但本周占据头条新闻的是源源不断的经济数据。加拿大消费者价格指数（CPI）通胀本应是10月份大幅上涨的明星（图1），但联邦政府为支持消费者支出而采取的大规模选举前刺激措施占据了中心舞台。

The Weekly Bottom Line: Inflation Can't ‘Shake it Off'.Taylor Swift may still be in Toronto, but it was the steady stream of economic data that dominated headlines this week. Canadian Consumer Price Index (CPI) inflation was supposed to be the star with a big upwards move in October (Chart 1), but the Federal government's large pre-election stimulus to support consumer spending took center stage.

每周经济与金融评论：美联储将降息多少？。本周住宅板块成为关注焦点。夏末抵押贷款利率的下降导致现房销售出现意外上涨。

Weekly Economic & Financial Commentary: How Much Will the Fed Cut Rates?.The residential sector was in focus this week. The late summer dip in mortgage rates led to an upside surprise in existing home sales.

9月数据显示加拿大第三季度GDP增长减半。我们预计，加拿大国内生产总值在8月份保持稳定后，周五将小幅回升至0.2%。这应该使第三季度的读数与我们对1%年化增长的预测一致，略低于加拿大银行1.5%的预测，不到第二季度2.1%增长的一半。

September data to show Canadian GDP growth halved in Q3.We look for gross domestic product growth in Canada to have picked up slightly to 0.2% in September on Friday after holding steady in August. That should leave the Q3 reading in line with our projection for a 1% annualized increase—slightly below the Bank of Canada's 1.5% forecast and less than half the 2.1% rise in Q2.