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As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.
While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.
Stagflation risks and a likely general election suggest a volatile environment in 2024.
Throughout the year, expectations for the Canadian banking sector have been overwhelmingly negative. That helps to explain the group’s lackluster stock performance year-to-date. We share what we learned this week from their earnings calls.
