Clearly, the Q1 GDP slump is just a preview of what’s coming in the second quarter. While a rebound is likely in the second half of 2020 as more of the economy reopens and firmed rebuild inventories….
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For our part, though we do not expect a U.S. style slump, we do foresee a market drop in prices, about 10% sharper than any of the country’s last three recessions.
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Forecasting returns is not an easy task, no matter what the asset class. Of the entire lot, currencies are probably the hardest to fathom because they entwine relative values. Yet, being easily accessible, they are often the most watched by...
Angelo Katsoras has been a geopolitical analyst with National Bank of Canada since December 2008. Previously, he was a Research Analyst with LaCaisse de dépôt et placement du Québec, a position he held since January 2005. From 2000 to 2004 he was a...
Please find attached the Spring 2020 edition of National Bank’s Quarterly Flip Book. They have added one new slide to the Cross Assets section (page 48, Bear Market Performances), which provides a timely overview of past S&P500 bear...
