Insights

The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals in recent memory. It will sharply reduce growth in housing demand over the coming years, making it possible for Canada to...

The Canadian government has been under growing pressure to align the inflow of newcomers to the country with current labour market needs and infrastructure capacity—which prompted a massive reversal of the post-pandemic immigration plan set by the federal...

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

This week I discuss the implication of the Bank of Canada's 0.50% rate cut and the resilience of the U.S. economy. Additionally, making the case for mid-cap and emerging markets equities, when should you add exposure and why. Read to learn more.

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.

Canada's economy continues to be on soft footing, while the U.S. continues to show signs of resilience as inflation declines on an annual basis. Meanwhile, economy activity in Europe is mixed, while since point to more stimulus in China.

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.