top of page
Search
  • Writer's pictureEdward Ballsdon
    • Jul 22
    • 1 min read

Update on Canada ahead of BoC

RESEARCH CONTENT Follow up to November’s macro research on Canadian debt and inflation dynamics and financial markets:

 

  • Whilst there has been a rally in fixed income, CAD has range traded and equity has soared.

  • This seemingly goldilocks scenario is at odds with the debt and economic data presented in this report

  • Canada remains a highly indebted economy with no household sector debt growth

  • There is a very large burden on domestic savers to fund Federal and Provincial debt over the next 5 years

  • Fixed income trends are presented (outright, curve and swap spreads)

  • The report highlights that CAD is at a pivotal junction

Recent Posts

See All

Bank of England - Part 3

RESEARCH CONTENT This report covers the history of the Bank of England post nationalisation in 1946 to today, discussing:   The efficacy...

Bank of England - Part 2

RESEARCH CONTENT A summary of certain key episodes that occurred in the history of the Bank of England history between its inception in...

Bank of England - Part 1

Research Content A look at MPC policy since its inception, following the Bank’s granting of independence with the Bank of England Act of...

Comentarios

bottom of page