Insights

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...

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.

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...