U.S. Federal Rate cuts & Inflation

September 20, 2024 |Jason Lonsdale

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.

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The look at the Canadian Equity Market

June 04, 2024 |Jason Lonsdale

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.

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A look at the Canadian economy, inflation, and housing.

May 21, 2024 |Jason Lonsdale

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.

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Thoughts on Equities, GDP, and Interest rates

March 25, 2024 |Jason Lonsdale

Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. Read more below...

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A brief look at Global Equity Markets

February 26, 2024 |Jason Lonsdale
Global equity markets have maintained their strong start to the year, despite investors needing to recalibrate their expectations for the timing of interest rate cuts. Recent global economic data has been mixed, whereas in the U.S. it has largely exceeded...
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A look at interest rates , economies, and inflation

February 12, 2024 |Jason Lonsdale

Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology sto

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A recap on 2023, and looking toward 2024

December 15, 2023 |Jason Lonsdale
It is hard to believe, but 2023 is coming to an end. Fortunately, both global equity and bond markets appear to be finishing the year on a strong note. This strength can be attributed primarily to two factors. First, the rate of inflation continues to...
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