Blog

The influx is continuing to build inventory—which is still hovering near the equivalent of four months of supply.

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

Canada is back at 2% inflation, but it’s too soon to pop the champagne. What’s driving prices now looks very different from before the pandemic.

The U.S. Federal Reserve cut interest rates, and Canada’s inflation rate reached the Bank of Canada’s target of 2% for the first time since 2021. We take a closer look at how lower rates and inflation may mean for the financial market outlook.

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.

Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments.

This week, we turn our attention to an important challenge facing many Canadian households: the meaningful rise in the cost of mortgages and rents. Read more about the potential impact below.

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....