Archive

For this week’s COW, we will focus on jobs and the main thrust of today’s piece – good news is bad news right now.

The overriding narrative of 2022 has been that inflation is way too high and central bankers must work aggressively to rein it in.

With a sharp rise in interest rates over the past 6 months, we thought it would be a good time to check in on the Canadian housing market.

Canadian inflation basically comes from three sources: 1) housing; 2) stuff we produce and consumer domestically that’s not housing related and 3) stuff we buy from foreign sources. All three have been contributing to inflation.

While we have spent a fair bit of time talking about inflation over the past year (and will very likely discuss more in the coming months), the newest phenomena in the “inflation game” is so called “shrinkflation”.

This week we saw a few data releases which are going to paint the picture for the second half of 2022 into 2023.

This week we will focus on the just released Federal budget and the various nuggets that are in there.

It turns out that Canadians cannot wait to get on the road again. This week we cover a surge in travel spending and a look at Q1 stocks and bonds.

Does ESG lead to outperformance?