Bi-weekly Client Letter 2023-12-15

 December 15, 2023 |Elizabeth Arseneau
It is hard to believe, but 2023 is coming to an end. Fortunately, both global equity and bond markets appear to be finishing the year on a strong note. This strength can be attributed primarily to two factors. First, the rate of inflation continues to...
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Black Friday spending surprised to the upside despite a softening macro backdrop

Black Friday spending surprised to the upside despite a softening macro backdrop

 December 11, 2023 |Carrie Freestone
Retail sales ticked up in November in the midst of the holiday shopping period. Even after adjusting for inflation, real retail sales (excluding autos) were tracking an increase relative to October. Clothing stores and gasoline were responsible for the...
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Bi-weekly Client Letter 2023-12-01

 December 01, 2023 |Elizabeth Arseneau
The month of November finished on a high note, marking one of the best months this year for global equity and fixed income markets. This strength reflects growing confidence that inflationary pressures are easing, central banks are largely finished with...
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