The Week Ahead: Can you solve the neutral rate challenge?
The Week Ahead: When the Fed says jump, we say, how high?
How things have changed... as recently as April, bond markets were pricing in rate cuts by the Fed and the Bank of Canada before this year was out.
The Week Ahead: The least bad
Three major economies got fresh news on inflation in the last week and a half, but judging by how two-year yields reacted, the one with the worst news was the most blessed, and the one that looked the least bad is in the most trouble.
The Week Ahead: Ask not what your Fed will do for you
When “data dependance” is the mantra, as it is these days, there’s no point asking the Fed what they’re going to do for you on the interest rate front in 2024.
The Week Ahead: Will oil energize inflation again?
Declining energy prices were a major factor in quelling Canadian and US headline inflation in the past year, but in the case of oil and gasoline, we’ve reached a turning point.
The Week Ahead: What would Fallstaff do?
If you’re up on your English lit, you’d know that it was Shakespeare’s character Fallstaff who advised that sometimes, discretion is the better part of valour...
In Focus: Counting heads in Canada — a conundrum
Even if by a miracle we start doing all the right things to increase housing supply, it will take years for that supply to come to the market. Meanwhile, demand is rising fast...