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We discuss the renewed uncertainty around interest rates and how it may test Canadian households over the years to come rather than immediately.
This week we discuss takeaways from the earnings season so far, the Bank of Canada shifting to a holding pattern, and why the layoffs in the tech sector sound worse than they are.
This week, we lean on the Global Insight 2023 Outlook and share key takeaways.
We discuss the Canadian investing experience year-to-date, and why it has fared better than most other places.
This week we discuss high inflation and rapidly rising interest rates have put pressure on most assets this year.
The first half of the year has come to a close. We discuss our thoughts on the second half.
Another bout of market volatility and weakness in equity and bond markets.
This week, we focus on profitability levels.
In light of recent volatility, we share some perspectives on recent turbulence, inflation expectations, and the silver lining that has emerged this year.
We discuss takeaways from the earnings season which is at the halfway mark, and provide our thoughts on the technology sector which has been in the spotlight.
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The expected recession from an investment perspective.