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A Canadian-centric commentary this week as we discuss the 4th wave, high inflation, and the federal elections.
We discuss the relatively resilient summer that’s been for the markets in the face of a number of uncertainties and why investors may want to temper their expectations for investment returns going forward.
We discuss the earnings season and outlook for the tech sector given its influence on global markets.
We discuss the recent decline in bond yields, the growth outlook, and the second quarter earnings season which is now underway.
With summer upon us, we take the opportunity to reflect on the current backdrop, which we expect to persist as we move into the second half of the year.
This week, we discuss the Canadian stock market which has been one of the best performing year-to-date, particularly in Canadian dollar terms.
Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy.
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.
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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