Blog

We discuss the rather large moves seen in currencies this year and reflect on the Canadian dollar which had been more resilient until recently.

Canadian real estate vs. the stock market, the tug of war between inflation and growth

Rachelle discusses the tug of war that may ensue between inflation and growth concerns given recent updates from the likes of Fedex and the steel makers.

Chart above from RBC Global Asset Management (data through December 31, 2021). "When comparing real estate and equity investments, it’s important to understand the historical growth associated with these different asset classes. A common misconception...

We discuss the tug of war that may ensue between inflation and growth concerns given recent updates from the likes of Fedex and the steel makers.

Does today’s CPI number change how you’re looking at the markets? No, not really but I really do believe that visibility is improving 6+ months ago there was this big fog, you had no idea what was coming except Fed raising rates to shut down inflation...

Our thoughts on the last week and a bit (video), where will China's economy go from here?

We share some thoughts on recent weakness and some lessons central banks are drawing on to deal with the current environment.

We share some thoughts on recent weakness and some lessons central banks are drawing on to deal with the current environment.