Blog

This week, we focus largely on Canada and discuss the implications of both the government’s budget and the BoC’s decision to taper its bond purchases.

This week, we discuss the frustrating Covid situation, some early takeaways from the U.S. bank results, and what we expect to monitor as the earnings season unfolds over the next few weeks.

This week, we discuss the recent calm in global equity and bond markets, sector rotation, and the divergent paths that we are likely to see through the rest of the year.