Forceful BoC surprises with 100 bp hike

July 14, 2022 |Josh Nye
100 bp hike topped widespread expectations for a 75 bp increase BoC front-loading the path to higher rates amid excess demand, high inflation and rising inflation expectations “Interest rates will need to rise further”; we see 3.25% policy rate by October...
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Does slowing growth have a silver lining for fixed income investors?

June 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary: The 2022 Midyear Outlook

June 30, 2022 |Janet Engels, Thomas Garretson & Tylar Lunke

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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More inflation to bring more rate hikes … but also rate cuts?

June 30, 2022 |Thomas Garretson, CFA

While rising inflation has led central banks to step on the rate hike accelerator, a shift may be on the horizon as inflation fears could soon give way to growth concerns, potentially driving central banks to tap the brakes.

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Will inflation determine the future of equities?

June 30, 2022 |Jim Allworth

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

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The EV charging ecosystem opportunity

June 30, 2022 |Frédérique Carrier

Building out the EV charging ecosystem is key to driving widespread adoption of electric cars. We explore the growth potential of this nascent market.

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Do central banks have any good options to tame inflation?

June 17, 2022 |Thomas Garretson, CFA

As aggressive rate hikes fuel concerns about a potential economic downturn, we look at the policy options and the factors that could drive changes.

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How evolving regional economic outlooks shape the investment landscape

June 10, 2022 |Frédérique Carrier

As many central banks act forcefully to curb today’s challenges, we look at prospects for major economies and what to expect as this period evolves.

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Canada's housing markets rebalancing fast

June 09, 2022 |Robert Hogue
The wind is definitely shifting—and becoming a lot chillier—for Canada’s housing market. Toronto, Vancouver, Montreal, Ottawa and Hamilton were among the areas experiencing significant pullbacks in home resale activity in May. For many of them this represented...
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An unusual economic cycle shifts gears

June 07, 2022 |Kelly Bogdanova

We examine the main sticking points for the U.S. and other major economies, including inflation, and what it all means for the outlook for equities.

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