Global markets showing some resiliency as earnings season continues

July 29, 2022 |The Simbul-Lezon Wealth Management Group

We share some thoughts on recent central bank decisions and the earnings season which is halfway complete.

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Is Fed policy entering a new phase?

July 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Not your average earnings season

July 21, 2022 |Kelly Bogdanova

Investors will need to look deeper at earnings results for possible clues about the path forward.

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Proof Point: Canada's labour shortages will outlive a recession

July 20, 2022 |Nathan Janzen, Claire Fan and Naomi Powell
A severe labour squeeze is choking the ability of Canadian businesses to ramp up production. A recession in 2023 might temporarily ease worker shortages—but they’ll return as Canada’s population ages. An influx of educated immigrants could offer some...
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Bank of Canada's large hike, and U.S. inflation the highest in 40 years

July 18, 2022 |The Simbul-Lezon Wealth Management Group

We share our thoughts on the notable market reaction to the Bank of Canada and U.S. inflation report.

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gravel road with puddle

How inflation and recession worries muddy the investment outlook

July 15, 2022 |Kelly Bogdanova

We take stock of these stubborn challenges, and look at whether a retrenchment in corporate earnings may be the next shoe to drop.

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Forceful BoC surprises with 100 bp hike

July 14, 2022 |Josh Nye
100 bp hike topped widespread expectations for a 75 bp increase BoC front-loading the path to higher rates amid excess demand, high inflation and rising inflation expectations “Interest rates will need to rise further”; we see 3.25% policy rate by October...
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