China Fixed Asset Investment (YTD) (YoY) came in at -6.7% below forecasts (-6.2%) in July

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Canadian Dollar: Data and tariffs shape near-term risks – TD Securities

TD Securities’ Robert Both and Emma Lawrence highlight that markets are watching Canadian CPI and potential US Section 338 tariffs on CAD exports. They expect headline CPI at 2.9% year-on-year in July with core at 1.85%, and see retail sales flat in June.
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