Blog

We discuss recent market action, the situation in Ukraine, and the rate hiking campaign that the Fed has begun.

The jobs of the central banks have become more complex given the Ukraine/Russia situation.

This week, we discuss the rise of the “SPAC” and the elevated levels of investor sentiment that will require some vigilance going forward.

This week, we spend some time discussing the Canadian dollar which has now reached a multi-year high. We see a supportive environment for the currency in the year ahead.

This week, we spend some time discussing the federal government’s plan to help the economy during this period of vulnerability. We discuss the implications of this record level of spending on our country’s fiscal outlook.

This week, we discuss the near-term headwinds that are offset by positive vaccine developments that should pave the way for a more durable economic recovery in the second half of next year.

This week, we discuss the two-sided story that has developed on the virus front. We see a more stable backdrop developing for the economy and markets in 2021.

This week, we discuss the collapse in volatility despite the lack of a clear outcome with the U.S. elections. We expect some doubt to linger given the likelihood of recounts and litigation.