Apr 16, 2024 | Notes from the Desk
Notes From the Desk – Tracking Trends: CAD CPI on the Downward Path Governor Macklem and Co. are going to be pleased with the March CPI data. By the numbers: Headline CPI 2.9% (2.9% expected) CPI Median 2.8% (3% expected) CPI Trim 3.1% (3.2% expected)...Apr 10, 2024 | Notes from the Desk
Notes From The Desk: Two For One Special – US Inflation & The BoC US Inflation. US CPI came in hotter than expected for the third month in a row. Headline inflation printed at 3.5% (vs. 3.4% expected). Core inflation came in at 3.8% (vs. 3.7%...Apr 9, 2024 | Monthly Commentaries
‘I haven’t been everywhere, but it’s on my list.’ Susan Sontag As bond nerds, we are constantly engaged in discussions with allocators and investors about their fixed-income portfolios. Three years ago, when interest rates were close to zero, these conversations were...Apr 5, 2024 | Notes from the Desk
Notes From the Desk- North American Employment Data – Central Bank Conundrum Today’s employment data does not make steering monetary policy any easier for the Federal Reserve (Fed) or Bank of Canada (BoC). The US economy continues to produce plenty of...Mar 20, 2024 | Notes from the Desk
Notes From The Desk – FOMC Meeting – Sticking To The Plan Today’s FOMC meeting was more about what did not change. Given the stronger-than-expected inflation data this year, the market feared that the Federal Reserve (Fed) would dial back the...
