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High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

 November 05, 2025 |Cynthia Leach, Robert Hogue, and Salim Zanzana
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings. Buffers are slim against the two fiscal anchors of a balanced operating budget by 2028-29, and a declining deficit-to-GDP...
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Gold’s regime change?

Gold’s regime change?

 June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

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McLaughlin Capital Management

Saturday Market Comment - Fun in the Sun Edition

 June 27, 2020 |Samuel McLaughlin
Good afternoon, This past week felt like quite the bumpy ride as the market seesawed between modest gains and losses, punctuated by the sharp drop on Wednesday and the falling market today. This tug of war was somewhat fitting because it encapsulates...
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Weekend Update

 March 22, 2020 |Sam McLaughlin
Good afternoon, After another eventful and busy week for us, I wanted to take an opportunity to share some of our internal news and deliberations with you. I also wanted to remind you that we remain open for any discussion that you’d like to have regarding...
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