Canada
Canada’s Unemployment Rate Drops To Record Low…
Executive Summary The Dollar Has Broken Above Overhead Resistance
The Dollar Has Broken Above Overhead Resistance…
Executive Summary Our recommended model bond portfolio outperformed its custom index by a robust +48bps in Q1/2022 – an impressive performance given the significant uncertainties stemming from the Ukraine war, surging commodity prices and hawkish central banks. This outperformance came…
Canadian Firms Face Capacity Constraints…
Executive Summary Refreshing Our Tactical Trade List
A Post-Invasion Reassessment Of Our Tactical Trade Recommendations…
Executive Summary Is Factor Investing Dead?
Is Factor Investing Dead…
Executive Summary Will The War Stall The Expected Downturn In Inflation This Year?
Will The War Stall The Expected Downturn In Inflation This Year…
A Rate Hiking Cycle Begins In Canada…
Executive Summary Upgrade Global Duration Exposure To Neutral
Upgrade Global Duration Exposure To Neutral…
Dear client, In addition to this weekly report, we sent you a Special Report from our Geopolitical Strategy service, highlighting the risk from the Russo-Ukrainian conflict. Kind regards, Chester Executive Summary The Ukraine crisis will lead to a period of strength for the DXY.…