Inflation/Deflation

In this Insight, we look into the recent CPI release in Canada, and the possible implications for fixed-income market trades.

The real threat to European equities is growth, not political risk. How low will Eurozone earnings fall during the coming recession and how much will equities decline in response?

The cyclical economy is slowing today. Republicans are now more likely to win a full sweep, crack down on immigration and trade, and at least modestly stimulate the economy. Uncertainty and volatility will rise.

In light of last week’s employment report and this morning’s CPI, it’s time for the Federal Reserve to cut rates.