Our Latest Newsletter
Markets began the year anticipating multiple interest rate cuts, lower inflation, and the hope that a recession could be avoided. On the back of this outlook, equities turned in a strong first quarter. Fast forward to today and the thinking has shifted on a couple of fronts.
Key Insights:
- Equity markets run hot in Q1 but cool as Q2 begins
- Inflation’s positive trajectory stalls as US economy remains strong
- Central Bankers expected to delay rate cuts until later in the year
- Gold moves up sharply to new all-time highs
- Canada increases capital gains rate for some individuals and corporations
Please find our full newsletter below.
