Canadian Dollar

In this week's report, we review the impact of political developments, as well as incoming fundamental data, on our positioning.

Concerns about the global economy have shifted from sticky inflation to faltering growth. Tight monetary policy is finally starting to bite. We suggest increasing portfolio defensiveness.

In this insight, we provide an update on the Canadian economy, given yesterday’s rate cut, and implications for Canadian assets.

In this report, we review our trade recommendations based on incoming data in the last month.

In this report, we review what our technical indicators are telling us about the G10 currencies.

In this insight, we calibrate our investment views based on the latest Bank of Canada decision.

In this report, we review our trade recommendations based on incoming data in the last month.