Research Briefing
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Housing Correction
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Research Briefing
China's weak economic activity amid a housing correction has led many investors to draw comparisons with Japan's balance sheet recession...
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
