Macro Drivers Shaping Canadian Equities
We translate central bank speeches and data prints into plain language: rate paths, balance sheet signals, and yield curve implications. Comment with your base case for the next meeting and vote in our policy expectations poll.
Macro Drivers Shaping Canadian Equities
Shelter costs, grocery inflation, and mortgage resets shape consumer stocks and bank provisions. We track the metrics that matter and discuss how households adapt. Share your experience and whether you’re adjusting savings or spending plans.
Macro Drivers Shaping Canadian Equities
Earnings from U.S. tech giants, Chinese commodity demand, and European energy policy spill into Canadian valuations. Tell us which international datapoint you monitor most and subscribe for our Sunday macro dashboard.