Blog

Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4% in December. Energy and food price growth slowed, but the Bank of Canada’s preferred core measures of broader price pressure...

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

After growth stocks brought heartbreak in 2022, the growth style of investing was at the top of the leaderboard in 2023. Can the rebound continue?

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back. Pricing suggests markets are concerned that if the Fed waits too long to cut rates policymakers will only have to cut them more.