A Week in Review - November 1, 2024

 November 01, 2024 |Jamie Sodhi
Global equity markets have drifted lower recently, with North American equity markets retreating from highs. In the U.S., central bank policy easing is expected to continue, but investors have tempered their expectations for how quickly rates will fall...
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The end of China’s challenging chapter?

The end of China’s challenging chapter?

 October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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A Week in Review - October 18, 2024

 October 21, 2024 |Jamie Sodhi
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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A Week In Review - October 4, 2024

 October 04, 2024 |Jamie Sodhi
It has been a busy few weeks with several issues garnering investor attention. The U.S. jobs report has taken on more importance given the Federal Reserve’s admission that it is watching it more closely. Elsewhere, investors have been preoccupied with...
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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

 October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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September 20, 2024 - A Week in Review

 September 20, 2024 |Jamie Sodhi
The U.S. Federal Reserve cut interest rates this past week, joining many other major developed central banks who have started to reduce interest rates in recent months. Another important development was the notable decline in Canada’s inflation rate,...
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A Week in Review - September 6, 2024

 September 06, 2024 |Jamie Sodhi
A continued decline in inflationary pressures, coupled with ongoing signs of a cooling Canadian economy, prompted the Bank of Canada (BoC) to make its third consecutive interest rate cut this week. It’s widely expected that the U.S. Federal Reserve will...
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A Week in Review - August 9, 2024

 August 09, 2024 |Jamie Sodhi
Global equity markets have recently retraced some of their year-to-date gains, while government bond yields have fallen (i.e., higher bond prices), as investors gravitated towards the safety of high-quality bonds. This market action can be attributed...
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A Week in Review - August 02, 2024

 August 02, 2024 |Jamie Sodhi
First and foremost, my thoughts go out to those that have been impacted by recent wildfires, in particular those in Jasper National Park. On the investing front, it has been an eventful few weeks. The Bank of Canada cut interest rates for the second consecutive...
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A Week in Review - July 12, 2024

 July 12, 2024 |Jamie Sodhi
The summer has gotten off to a reasonable start with global equities moving higher in recent weeks. The prevailing market narrative – decelerating inflation that is paving the way for central banks to cut interest rates – was reinforced by June’s weaker-than-expected...
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