Proof Point: Weak productivity is threatening Canada’s post-pandemic wage growth

February 28, 2024 |Nathan Janzen
Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...
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Your responsible investing portfolio can include Canadian Oil

Your responsible investing portfolio can include Canadian Oil

February 28, 2024 |Jackie Au, Lindsay Puls

A sound transition plan requires consideration of energy security as well.

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coffee and newspaper

Your Morning Java Update - Week of February 23, 2024

February 23, 2024 |Matthew Valeriati

Canadian CPI fell back into the Bank of Canada's target, while technology stocks dominated equity markets this week. With souring outlooks in Europe and China, read more to understand how your portfolio was impacted this week.

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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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End of the correction? Canada’s housing market is warming up

End of the correction? Canada’s housing market is warming up

February 14, 2024 |Robert Hogue
It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...
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Coffee with newspaper

Your Morning Java Update - Week of February 9, 2024

February 09, 2024 |Matthew Valeriati

A jump in bond yields provides a buying opportunity for fixed investors. Canada and the U.S. both have something to celebrate this week on the economic front. Development in Europe continue to show challenges for the region.

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coffee and newspaper

Your Morning Java Update - Week of February 2, 2023

February 02, 2024 |Matthew Valeriati

The U.S. economy continues to surprise to the upside, while Canada and the rest of the developed world lags behind. This week I discuss the recent developments in the labour market in the U.S. and expectations for Canada and the Eurozone.

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