The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

December 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

December 18, 2024 |Rachel Battaglia, Robert Hogue and Cynthia Leach
Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...
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U.S. productivity renaissance

U.S. productivity renaissance

December 12, 2024 |Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Bank of Canada cuts by 50 bps, signals more gradual approach to follow

Bank of Canada cuts by 50 bps, signals more gradual approach to follow

December 11, 2024 |Claire Fan
The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the top end of the BoC’s “neutral” range estimate (2.25% – 3.25%). Macklem’s opening statement made clear that with interest...
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Video: What investors can expect in 2025

Video: What investors can expect in 2025

December 03, 2024 |Global Insight

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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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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The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Recession scorecard update: Stop and start

Recession scorecard update: Stop and start

October 11, 2024 |Jim Allworth

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

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Debunking debt disaster

Debunking debt disaster

October 04, 2024 |Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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