Addressing the Spike in U.S. Covid-19 Cases

June 26, 2020 |Tim Corney
This week was characterized by a further increase in the global spread of the virus. It weighed on investor sentiment, though to a lesser degree than we would have expected. We believe the response in the U.S. in particular and subsequent impact to the...
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When Wall Street bypasses Main Street

June 19, 2020 |Kelly Bogdanova
One observation that has come up frequently in conversations is the fact that the stock market has seen a strong recovery while the actual economy is still very much in the early stages of its own recovery. The below article written by my former colleague...
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Volatility Returns

June 12, 2020 |Tim Corney
The right balance The reemergence of volatility has reminded us that the path of the economic recovery will be uneven, difficult to forecast, and may remain below its full potential for some time to come. Jerome Powell, Chairman of the U.S. Federal Reserve...
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An “I” shaped recovery for the labour market?

June 05, 2020 |Tim Corney
A word on May's U.S. & Canadian job reports Remember how it was going to take years for hospitality to come back? People still want places to go and occasions to eat. The job numbers in Canada and the U.S. for May are multiples better than expected –...
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