Pre-Weekend Update May 21st 2021

 May 21, 2021 |Thomas Donnelly

This week, we discuss the Canadian banks which are set to report quarterly results next week. Expectations are justifiably high. We share our thoughts on the group beyond the short-term.

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Pre-Weekend Update May 14th 2021

 May 14, 2021 |Thomas Donnelly

This week, we discuss the inflation backdrop, which caught the market off guard this week. We address the question as to whether this is likely to be short-lived or a longer-term phenomenon.

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pot-on-stovetop-with-flame-underneath-in-page

Will the inflation surge impact equity markets?

 May 14, 2021 |Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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housing prices going up and down in page

Canadian housing markets take a slight dip but remain strong

 May 12, 2021 |Robert Hogue

Inventories generally remain low, leaving few options for buyers to fight over and fueling widespread bidding wars.

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Pre-Weekend Update May 7th 2021

 May 07, 2021 |Thomas Donnelly

This week, we discuss the job market in Canada and the U.S. The pace of job gains going forward may ultimately dictate when central banks shift policy in a bigger way.

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