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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Draghi: Europe, time to press ahead

Draghi: Europe, time to press ahead

September 26, 2024 |Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

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The Fed’s big bang rate cut

The Fed’s big bang rate cut

September 20, 2024 |Thomas Garretson, CFA

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

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Montreal skyline

We are pleased to release our latest edition of Portfolio Advisor.

September 17, 2024 |John Archer

Highlights include a review of markets Around the world; a Winter tune-up: Three tips to help tune up your portfolio for the year ahead; Inflation conflagration: Inflation has flared up- how it can effect investors.

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New! Coffee with John - This week’s episode: “Introducing Mauricio Bonaguro”

September 17, 2024 |John Archer
Given we are likely to continue being housebound for the coming months, we though that we might introduce an occasional broadcast where we get to know some of the people and topics connected to our business and otherwise. Upcoming segments may include...
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Audio commentary: Coronavirus and the outlook for U.S. equities

September 17, 2024 |Mauricio Bonaguro
RBC Capital Markets Head of U.S. Equity Strategy discusses what the rapidly shifting coronavirus crisis means for markets. As the uncertainty and volatility from COVID-19 continue to spread, we spoke with Lori Calvasina, RBC Capital Markets Head of U...
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Update on the Canadian government's economic response to COVID-19

September 17, 2024 |Mauricio Bonaguro
Please click here for the full article.
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Economic impacts of non-economic policies

Economic impacts of non-economic policies

September 17, 2024 |Atul Bhatia, CFA

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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Harris and Trump on the issues

Harris and Trump on the issues

September 12, 2024 |Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

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Credit where credit is due?

Credit where credit is due?

September 05, 2024 |Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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