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We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.
Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour...
The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.
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