Our Insights

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

Broadening Earnings

After a first interest rate cut in June, the Bank of Canada (BoC) again lowered its key overnight rate by 25 basis points at its meeting Wednesday, to 4.5%. The move was in line with market and our own expectations ahead of the announcement.

The latest Business Outlook Survey largely confirmed further normalizing in a few key areas that the central bank has deemed critical to future inflation trends.

Recession Compression

The Bank of Canada's recent 25bps interest rate cut aims to stimulate the economy and lower borrowing costs, potentially revitalizing the housing market and affecting bond markets.

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Key takeaways on global equities, economic trends, central bank policy and market dynamics.