Pryde Financial Group

In this week’s The Week Ahead, Avery Shenfeld examines what the bond market may be signaling about the Fed’s decision to hold rates steady, and unpacks one of the key unanswered questions from Chair Warsh’s press conference on inflation, growth and the likelihood of further rate hikes.

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In this week’s Week Ahead, Benjamin Tal notes that Canada’s recent population decline, as reported by Statistics Canada, appears dramatic after years of rapid growth.

However, he argues that much of the drop reflects tighter policies on non-permanent residents and how expired visa holders are counted, rather than a clear sign of lasting demographic or economic weakness.

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In this week’s Week Ahead, Benjamin Tal says U.S. economic resilience should not be mistaken for strength. As inflation eases, the Fed may need to look beyond the headline numbers and focus on underlying fragility.

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Canada’s annual inflation rate edged up to 2.4% in March, reflecting ongoing shifts in consumer prices.

Read more from BNN Bloomberg: https://bit.ly/4gzVupY

Inflation jumps on Iran war shock but few signs yet of spreading price hikes Statistics Canada reported a jump in the headline inflation rate for March but economists parsing the latest data argue there are few signs so far that the price shock from the Iran war is spreading beyond the pumps.

In this week’s The Week Ahead, Avery Shenfeld looks at why preserving CUSMA still matters for Canada’s economy, alongside key upcoming market drivers including the Bank of Canada decision and important U.S. inflation and consumer data.

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In this week’s The Week Ahead, Avery Shenfeld explores whether AI-driven inflation in the US is likely to be transitory, analyzing its impact on labour markets, supply chains and Federal Reserve policy. He also covers Canadian employment trends, the influence of major events like the census and World Cup and provides forecasts for key economic data releases in both Canada and the US.

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As we celebrate Canada Day, we reflect on the strength and resilience of our nation and the opportunities it offers for growth and prosperity.

Today, we honour our shared values, our commitment to community, and the legacy we build for future generations.

Wishing you and your family a joyful Canada Day!

In this Week's Week Ahead, Chair Kevin Warsh’s push to rethink the Fed’s “dot plot” takes center stage, given its track record of unreliable rate predictions and the volatility it creates.

With so much uncertainty in the economic outlook, we believe it’s more important to focus on incoming data, like labour and CPI reports, rather than relying on the dots for guidance.

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In this week’s The Week Ahead, Benjamin Tal highlights the risks associated with expanding rent control measures, referencing Manitoba’s Bill 13. He notes that while rent control is well-intentioned, it often leads to reduced supply and quality of rental housing.

Tal proposes that tax deductibility is a more effective way to support renters than artificially capping rents.

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