Why Canadian stocks are performing well, despite tariff uncertainty. What the latest Canadian bank earnings told us about the health of the economy. Where to find dividend growth in the Canadian market.
Canadian election outcome may be positive for business no matter the winner. Earnings season may see challenges due to trade uncertainty. Defensive stocks in favour but may come under pressure if earnings don't deliver.
JPMorgan BetaBuilders Canada ETF offers a cost-effective exposure to Canadian large-cap stocks with a low expense ratio of 0.19%. BBCA's high concentration in cyclical sectors and limited technology exposure increase sensitivity to economic cycles and may limit performance. Canada's uncertain economic outlook and BBCA's weaker growth prospects compared to the S&P 500 suggest it as a supplemental, not a core holding.
Lower interest rates have boosted REITs. Financial health of the REITs may provide more support. Some REIT sectors are more challenged than others though.
Why Canadian stocks are rallying. Is Canada's equity rally different than the U.S.?
Canada's productivity problem. Why Canada's construction industry has begun to struggle.
The BoC cut rates by 25bp to 4.50% and signalled more cuts are likely on the way. The BoC-Fed policy rate gap is at the widest since 2007 (100bp) and markets are doubting a September cut probably for this reason.
Canada's June unemployment rate of 6.4% was up 160 basis points from the cycle low of 4.8% in June 2022. Since the 1970s, Canada has never had this trough-to-peak rise in the unemployment rate without the economy going through a recession.
Why the TSX is lagging the S&P 500. Are Canadian blue chips benefiting from the rate cut?
The big risks to the Bank of Canada's rate outlook. What a BoC rate cut could mean for housing.
Bank of Canada cuts rates for the first time since 2020. How deep will the BoC rate cuts be in 2024?
The Canadian consumer is feeling the pinch of higher costs. Canadian inflation close to target, once you remove housing costs.