Pondering a U.S. policy potpourri

Pondering a U.S. policy potpourri

 November 22, 2024 |Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Fed rate cuts for what?

Fed rate cuts for what?

 November 15, 2024 |Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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U.S. presidential election: Back to the future

U.S. presidential election: Back to the future

 November 08, 2024 |Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Immigration cuts will help narrow Canada’s housing gap but won’t solve crisis

Immigration cuts will help narrow Canada’s housing gap but won’t solve crisis

 November 04, 2024 |Robert Hogue
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...
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