Our thoughts

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

The first half of the year has come to a close. We discuss our thoughts on the second half and take a look at the Global Insight Midyear Outlook.

A wave of new Canadians is coming—and just in time.

Given another bout of market volatility and weakness in equity and bond markets, we are publishing our letter earlier than normal. We discuss the most recent US inflation reading for the month of May, which was the highest rate in over 40 years.

The wind is definitely shifting—and becoming a lot chillier—for Canada’s housing market. Toronto, Vancouver, Montreal, Ottawa and Hamilton were among the areas experiencing significant pullbacks in home resale activity in May. For many of them this represented...

Rate hike is the second in a row from the Bank of Canada.