Insights

The latest Business Outlook Survey largely confirmed further normalizing in a few key areas that the central bank has deemed critical to future inflation trends.

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.

U.S. and Canadian inflation resume and continue a trend downward, respectively. Meanwhile China continues to manage a persistent real estate crisis and European economic growth improves, in line with regions market optimism. Read to learn more.

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....

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.

Canadian unemployment is on the rise, while the U.S. labour market remains strong. Wage growth and progress on the inflation from in the EU increase the odds of early rate cuts in the region.

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.

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