Market update
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A spotlight on Real Estate Equity
A hawkish Bank of Canada has many Canadian homeowners on watch. Can Canadian real estate help smooth volatility in your portfolio? We examine how inflation and other factors impact the current real estate space.
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Rising rates and real estate: Three-minute macro
A hawkish BoC should have Canadian homeowners on watch as interest-rate rises will likely eat into their purchasing power. We also break down why green energy stocks are underperforming this year and why stagflation is such a scary word.
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Show them the money: Three-minute macro
Corporate profits are surging, but workers aren’t really sharing in this profit boom—and that’s made even worse by rising prices. Our eyes are also on inventory levels that are building, and which could be a danger in the wake of rising interest rates.
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Budget 2022—housing ambitions funded by big finance
A summary of the 2022 federal government’s budget highlighting the changes delivered by the Liberal government on April 7, 2022. Review our analysis of the key corporate and personal measures and how they impact you.
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No shortage of risks: Three-minute macro
We examine why the Russian-Ukraine conflict, persistently high inflation, and the Fed’s long-awaited rate hike have investors scared, and detail how food prices are increasing at the fastest rate in four decades. This and more in this edition of Three-minute macro.
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Incorporating the Russia-Ukraine conflict in a global macro outlook
For the global economy, the Russia-Ukraine conflict and its repercussions amount to a stagflationary shock. We assess the situation's impact on our medium-term macro outlook.
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Ukraine-Russia conflict—what investors should know
Russian President Vladimir Putin ordered a military attack on Ukraine, creating volatility in world markets. This conflict is affecting oil prices, stocks, and bonds. How should investors react to the escalation of tension in Eastern Europe?
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The Russia-Ukraine crisis could bring global impact and spillover effects
Tensions between Russia and Ukraine heightened in the past week. We consider the potential macroeconomic impact of a broader Russia-Ukraine conflict and its effect on Asia-Pacific economies.
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Why did the BoC decide against raising rates in January?
The BoC left interest rates unchanged at 0.25% at its meeting on January 26. The central bank’s decision defied market expectations and caught many investors off guard.
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Market Outlook 2022: Positioning your investments for the new year
Discover what asset allocation, economic growth, and investment returns might look like in Canada for 2022.
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