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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.
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.
The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.
Inventories generally remain low, leaving few options for buyers to fight over and fueling widespread bidding wars.
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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The expected recession from an investment perspective.