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Archive

Thoughts on RBC Q1 Macroeconomic Report

March 11, 2022 |Matt Barasch

For this week’s update, we are going to focus on an updated outlook from RBC Economics: Russian Invasion and Surging Inflation Take Over as Key Global Growth Risks.

Prepare for Lift Off

March 04, 2022 |Matt Barasch

This week our theme is “lift-off”. We start with the Bank of Canada, which raised its key overnight rate by 25 basis points. Followed up by oil prices, corn and wheat prices and finally the US job numbers. Buckle up and prepare for lift off.

Where are markets and the dollar headed?

Despite some recent weakness, stocks are up sharply from the December, 2018 lows. We have a lively discussion about where we go from here, what some of the biggest risks are, and some of the biggest issues on clients' minds.