Canada
Highlights The last two years have taught us to live with Covid-19. This means global growth will remain strong in 2022. That is not reflected in a strong dollar. The RMB will be a key arbiter between a bullish and bearish dollar view. This is because a weak RMB will be deflationary for many…
BoC Stands Pat
BoC Stands…
The Pace Of Job Gains Slows In Canada…
The End Of QE In Canada…
Highlights Bank of Canada: Rising inflation, high capacity utilization, and monetary policy constraints will force the Bank of Canada to taper further and move up the timing of its first rate hike to H1/2022. Stay underweight Canadian government bonds in global government bond portfolios. Also…
Inflationary Pressures Will Force The BoC To Act…
Favor Loonie Vs. Greenback…
Highlights Q3/2021 Performance Breakdown: Our recommended model bond portfolio outperformed the custom benchmark index by +8bps during the third quarter of the year. Winners & Losers: The government bond side of the portfolio outperformed by +4bps, led by the timely downgrade of UK Gilts…
House Prices Climb Higher In Canada And The UK…
Inflationary Pressures Will Keep The BoC Hawkish…