In February, Canada saw a solid advance in full-time employment, but these new positions were predominantly in the public sector...
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Displaying 1 to 20 of 329 results
Research Briefing
On the surface, January's headline jobs figures paint a healthy picture of the Canadian labour market, but a closer look...
Our Cross Asset framework has improved in January and now signals an overweight stance on risk assets vs safe assets....
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
Research Briefing
The latest results point to a broad-based decline in US profit margins in Q4, reversing a recovery in Q3. We...
Over the last year, inflation has come down as we expected with the economy holding up relatively better in the...
In our view, the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures, and...
Research Briefing
Florida's economic prospects remain strong. Its wider attractions for people and business have encouraged in-migration but also put pressure on...
Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Research Briefing
This Research Briefing provides an overview of the most consequential elections being run in Africa this year: South Africa's general...
Research Briefing
Inflation is poised to weigh on the psychology of the swing voter, who will be pivotal in determining the outcome...
Research Briefing
Cities dominate the global economy. Today, 19 cities have achieved urban economic powerhouse status, with annual GDP greater than $500...
Outside the financial sector, people might be forgiven for dismissing the Sustainable Finance Disclosure Regulation's (SFDR) latest public consultation as...
We believe the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures and help...
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This week...
Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
