Insights

This week focuses on conflict in Israel, the impact on bond yields given recent U.S. inflation results and trends in the Canadian economy that are increasing recession concerns.

This week is all about North American markets, specifically the U.S. I discuss and review the impact of the recent jobs data out of Canada and the U.S., expectations for interest rates, the Canadian housing market and a U.S. government shutdown.

The most striking trend that emerged in recent months has been the return of sellers to the housing market. September was a case in point where new listings increased sequentially in all major markets (for which early reports from local real estate boards...