Market outlook
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Will the Fed's approach to interest-rate hikes trigger a recession?
Concerns about recession risks are rising amid seemingly persistent inflation and rising interest rates. Find out to what extent these fears are warranted.
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Slowing growth and souring sentiment—how to survive a bear market
Major stock indexes flirt with bear market territory as concerns about U.S. growth mount. How should investors act in the face of uncertainty?
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Rising rates and real estate: Three-minute macro
A hawkish BoC should have Canadian homeowners on watch as interest-rate rises will likely eat into their purchasing power. We also break down why green energy stocks are underperforming this year and why stagflation is such a scary word.
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Show them the money: Three-minute macro
Corporate profits are surging, but workers aren’t really sharing in this profit boom—and that’s made even worse by rising prices. Our eyes are also on inventory levels that are building, and which could be a danger in the wake of rising interest rates.
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Patience is a virtue for today’s fixed-income investors
Now that the Fed has begun to lift interest rates, we see two distinct phases ahead for fixed-income investors: before and after a potential yield curve inversion. Navigating this tightening cycle will require a thoughtful approach.
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No shortage of risks: Three-minute macro
The Russian-Ukraine conflict, persistently high inflation, and the Fed’s long-awaited rate hike have investors scared, while food prices are increasing at the fastest rate in four decades.
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Five reasons why U.S. inflation could get worse
We had expected prices pressure to begin to ease after hitting a peak in February or March; however, the spike in food and energy prices as a result of the conflict in Ukraine means that prices could remain elevated for longer.
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Incorporating the Russia-Ukraine conflict in a global macro outlook
For the global economy, the Russia-Ukraine conflict and its repercussions amount to a stagflationary shock. We assess the situation's impact on our medium-term macro outlook.
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Russia invades Ukraine: what's next for the markets?
Russia's invasion of Ukraine has sent geopolitical shock waves across the globe. We take a closer look at the implications for the stock and bond markets.
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Bond investors go green: Three-minute macro
Green bonds are flying off the shelves thanks to an investor push for more sustainable portfolios. We also shed light on how price earnings ratios have done during past rate tightening cycles and why Chinese credit growth may not be a boon for the global economy.
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