Our latest macroeconomic insights Bonds & Equities We expect Canadian dollar appreciation to persist We are upgrading our already above-consensus forecast for the Canadian dollar, as we expect higher oil prices, stronger-than-expected GDP growth, and favourable interest rate differentials to drive a... 19th October 2020 · 3 mins read Asset Allocation Update Potential implications of an Operation Buy and Twist A renewed rise in Treasury yields in response to growing expectations of a large US post-election fiscal stimulus would test the Fed’s resolve to keep monetary conditions extremely loose. We suspect... 15th October 2020 · 5 mins read Global Economics Focus The role of the state in the post-pandemic world The state has taken on a much greater role in G7 countries during the pandemic and there is no guarantee that it will relinquish all its new powers when the coronavirus threat fades. The pandemic... 13th October 2020 · 23 mins read Global Markets Update Assessing the risk of another crash in Chinese equities Some measures of valuation and risk-taking in Chinese equities have approached levels last seen prior to their crash in 2015. We think another crash is unlikely, but doubt equities will make much more... 13th October 2020 · 3 mins read Pagination Previous … Page 182 Page 183 Page 184 Page 185 Current page 186 Page 187 Page 188 Page 189 Page 190 … Next
Bonds & Equities We expect Canadian dollar appreciation to persist We are upgrading our already above-consensus forecast for the Canadian dollar, as we expect higher oil prices, stronger-than-expected GDP growth, and favourable interest rate differentials to drive a... 19th October 2020 · 3 mins read
Asset Allocation Update Potential implications of an Operation Buy and Twist A renewed rise in Treasury yields in response to growing expectations of a large US post-election fiscal stimulus would test the Fed’s resolve to keep monetary conditions extremely loose. We suspect... 15th October 2020 · 5 mins read
Global Economics Focus The role of the state in the post-pandemic world The state has taken on a much greater role in G7 countries during the pandemic and there is no guarantee that it will relinquish all its new powers when the coronavirus threat fades. The pandemic... 13th October 2020 · 23 mins read
Global Markets Update Assessing the risk of another crash in Chinese equities Some measures of valuation and risk-taking in Chinese equities have approached levels last seen prior to their crash in 2015. We think another crash is unlikely, but doubt equities will make much more... 13th October 2020 · 3 mins read
