Lending by the Fed to depository institutions jumped from $15 billion to $318 billion between 8 and 15 March – see chart 1 (red line). The emergency loans – mostly via the discount window and via the FDIC rather than under the new Bank Term Funding Program – were the main driver of a $441…

After attending conferences in Japan, we examine the state of the Japanese economy after recent policy decisions.

Le plus récent cycle économique se distingue par ses nombreux aspects inhabituels, dont plusieurs sont attribuables à l’inflation élevée, une situation qui ne s’était pas vue depuis plus de 40 ans et qui est donc inconnue de la majorité des participants aux marchés. Dans le présent…

Our February commentary looks at EM performance with a specific focus on China, as well as India’s ongoing challenge with the Adani Group fraud allegations.

Markets are moving towards the view that the Fed will be forced to suspend or reverse interest rate hikes in response to the SVB crisis but a cessation of QT is a more important requirement for restoring banking system stability.

We take a deeper look at the economic environment in 2023 and how we are positioned to combat inflation.

Fonds Connor, Clark & Lunn inc. (Fonds CC&L) est heureux d’annoncer le récent lancement d’une version admissible au prospectus du portefeuille concentré d’actions internationales NS Partners, qui est maintenant offert aux investisseurs canadiens.

We discuss our observations following the strong improvements to Europe’s economic outlook.

À l’échelle mondiale, les investisseurs ont adopté les actions mondiales à petite capitalisation comme source de diversification boursière.

A Eurozone recession can now be ruled out, according to the ECB and a PMI-hugging consensus. Someone forgot to tell the monetary data.

We discuss the meme stock frenzy and growth opportunities for investors.

Nous avons récemment publié nos Prévisions pour les marchés financiers pour 2023, qui présentent un examen approfondi de nos thèmes de placement pour la prochaine année. Par conséquent, comme les années précédentes, le numéro de février de Perspectives présente une revue des…

The two measures of global “excess” money tracked here remain negative, arguing for a cautious view of equity market prospects.

We discuss a new addition to the portfolio, and the latest developments in the salmon farming industry.

US and UK CPI data this week elicited opposite market reactions but core momentum has recently slowed notably in both cases, consistent with a moderation in money growth rates two years earlier.