Canada
Household Indebtedness Will Limit BoC Hawkishness…
Listen to a short summary of this report. Executive Summary US Financial Conditions Have Tightened Significantly This Year
US Financial Conditions Have Tightened Significantly This Year…
Listen to a short summary of this report. Executive Summary EUR/JPY And The DXY: Unsustainable Gap
EUR/JPY And The DXY: Unsustainable Gap…
Executive Summary Global inflation will peak sometime in the next few months, a process that has likely already begun in the US. This will give policymakers some breathing room to turn less hawkish, a more credible stance given softening global growth momentum and increased financial market…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary Summarizing Our Main Investment Themes In One Chart
Summarizing Our Main Investment Themes In One Chart…
Canada’s Inflation Hits Fresh 31-Year High In March…
Executive Summary A Good Time For A Pause In The Bond Bear Market
A Good Time For A Pause In The Bond Bear Market…
… Than For Canadian Housing…
Executive Summary Macron Still Favored, But Le Pen Cannot Be Ruled Out
Le Pen And Other Hurdles (GeoRisk Update…