As in the United States, the rates market in Europe is pricing in a far more aggressive tightening path than the one that we think the European Central Bank will be able to actually deliver. As of this writing, markets have priced in roughly 85 basis points (bps) of tightening by December 2022 and…
Corporate profits are surging, but workers aren’t really sharing in this profit boom—and that’s made even worse by rising prices. Our eyes are also on inventory levels that are building, and which could be a danger in the wake of rising interest rates. Workers aren’t benefiting from record U.S. corporate profits In 2021, U.S. corporate…
Improve your ability to understand others’ emotions and reactions and respond in a supportive and non-judgmental manner. Why this matters The skills in this area are designed to help you strengthen the following abilities: Understanding others’ emotions: Recognize and understand the meaning, function and motivation behind others’ emotional reactions and responses Engage in non-judgmental, active…
Changing habits or creating new healthy ones can be a challenge. Get tips from a psychologist on how to set yourself up for success. By Kristen Mayne We all know that making healthy choices can make us feel better and live healthier lives. Maybe you’ve tried to improve your diet, get more sleep, start exercising…
The Russian-Ukraine conflict, persistently high inflation, and the Fed’s long-awaited rate hike have investors scared, while food prices are increasing at the fastest rate in four decades. Not all Fed tightening cycles are created equal As we move further along in the business cycle and closer to central bank tightening, comparisons to previous tightening cycles and…
Starting to ascend the mountain “Don’t listen to others. You need to take chances and you need to take the risk sometimes in order to make things happen for yourself.” – Nirmal Purja (aka Nimsdai) March 2022 Fed interest rate announcement—our take The U.S. Federal Reserve increased interest rates for the first time in more than three…
While it’s still early days in the conflict between Russia and Ukraine, we cannot dismiss its impact on our medium-term outlook. We offer a framework for considering the evolving situation. Geopolitical developments are anathema to macro strategists. They’re difficult to predict and time, can be violently disruptive to market pricing—although usually for short periods—and they…
Today, more and more investors have greater expectations from the companies they invest in. It’s about more than companies turning a profit – it’s about how they do it. Are they protecting or harming the environment? Are they respecting or disregarding human rights? Investors want to know that companies are good corporate citizens. Investment management…
We all need to set healthy boundaries. A registered psychologist shares what that means and how to do it. By Kristen Mayne Mental and emotional boundaries aren’t obvious like physical boundaries we see in our everyday life, like the lanes on a highway. They can feel hard to define because they’re invisible and are different…
It seems like an obvious idea: By starting to save in your 20s rather than your 40s, you’ll have more money by the time you retire. But research shows that only about 3 in every 5 Canadians – and just half of 25-to-34-year-olds – are actively saving for retirement. On top of that, many Canadians…