U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

June 27, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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The fine, frustrating U.S. equity rally

June 21, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Gen AI: Is Canada ready?

June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Redder: Updating our recession scorecard

Redder: Updating our recession scorecard

June 17, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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The Proposed Capital Gains Inclusion Rate Change – What We’re Doing.

June 13, 2024 |Joanne Livingston
The Federal Government has finally released draft legislation for the proposed changes to the capital gains inclusion rate. As you may recall, beginning June 25th, the government proposes to increase the amount of capital gain an individual includes in...
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Bank of Canada set to make the first interest rate cut of easing cycle

June 04, 2024 |Nathan Janzen and Claire Fan
Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...
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