The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

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

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coffee with newspaper

Your Morning Java Update - Week of July 26, 2024

July 27, 2024 |Matthew Valeriati

Another rate cut delivered by the Bank of Canada, while U.S. GDP continues to surprise to the upside. Meanwhile Europe lays the groundwork for further rate cuts, while economic turmoil continues in Asia. Grab your coffee and read to learn to more!

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coffee with newspaper

Your Morning Java Update - Week of July 12, 2024

July 12, 2024 |Matthew Valeriati

U.S. inflation is coming down, fueling speculation for a rate cut in September. Meanwhile here in Canada we discussed the breadth of the rally we have seen in Canadian equities. Read more about how this week impacted your investment plan.

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Your Morning Java Update - Week of March 15, 2024

March 15, 2024 |Matthew Valeriati

Canada's economy continues to be on soft footing, while despite U.S. CPI ticking up slightly markets continue to rally. Improvements in Europe and changes to Japan's monetary policy reflect the changes 2024 is bringing. Read to learn more.

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Coffee and newspaper

Your Morning Java Update - Week of February 16, 2024

February 16, 2024 |Matthew Valeriati

U.S. inflation surprises to the upside, while the Canadian housing market appears to be picking up steam. Globally, disinflation takes hold in Europe and consumer spending appears to be rising in China. Read to learn how this impacts your plan.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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