"As we enter the month of August, the U.S. Business Cycle reaches another milestone. It's now been 128 months since the last recession, matching the longest cycle on record as measured from peak to peak.." Morning Comment, Economics...
So what’s to make of this context of rising geopolitical uncertainty, tighter monetary conditions, and slower global economic momentum albeit with little recession risk on the horizon? We believe this simply reflects the fact that it’s getting late...
A great article about our current housing market.
"In May the Teranet–National Bank National Composite House Price IndexTM was up 1.0% from the previous month. This confirms the index stabilization following the downward trend...
In our first Asset Allocation Strategy report of 2018, we stated that: “In the coming year, we believe risk assets should continue to outperform, as the economic and financial backdrop remains healthy. But, as we are getting closer to the latter...
