December 22, 2025
I would like to wish my readers a healthy and happy holiday season. My next post will be uploaded on January 5.
December 15, 2025
Last week the Bank of Canada did its best to quash speculation that it will hike its policy rate any time soon. Today’s post explains.
December 8, 2025
Today’s post explains why I think the bond market is over-reacting to last week’s stronger-than-expected employment data.
December 1, 2025
Today’s post focuses on the bond market’s surprising reaction to our stronger-than-expected GDP data.
November 24, 2025
Today’s post explains why I think cooling inflation will soon provide a tailwind for Canadian mortgage rates.
November 17, 2025
Investors are paring back their bets on more rate cuts this year. Today's post outlines the implications for Canadian mortgage rates.
November 10, 2025
Canadian employment came in higher than expected again in October. Today’s post offers my take and provides an update on Canadian mortgage rates.
November 3, 2025
The Bank of Canada cut its policy rate last week, as expected, but it surprised market watchers with hawkish commentary and bond yields increased in the aftermath.