Canada
Are Inflationary Pressures Picking Up In Canada…
Economic Uncertainty Is Top Concern Among Canadian Businesses…
Falling Inflation Supports End Of RBA Hikes…
In this, our final report of the year, we present our main global fixed income investment themes and recommendations for 2024.
Our outlook for the Fed’s interest rate and balance sheet policies in 2024.
Our outlook for the Fed’s interest rate and balance sheet policies in 2024.
The Pivot To Rate Cuts: Context Matters…
The BoC Stands Pat
The BoC…
Canadian Inflation Continues To Cool…
In this Insight, we review the performance and rationale for our current set of tactical fixed income trade recommendations. Our highest conviction positions also happen to be our most successful trades: positioning for a narrowing of the German bund-JGB spread and wider Japanese inflation breakevens.