The Loonie is Jolted

May 19, 2022 Quick Quill
QI TAKEAWAY — Canada will feel a lagged effect from the historic U.S. mortgage rate shock. Maintain or add to near-term short Canadian dollar positions. Thirty-year mortgage rates rose to 5.30% in the week ended May…

Recession Risks Rising

May 17, 2022 Quick Quill
QI TAKEAWAY — Hostile takeovers, credit investors’ up-in-quality preference, increased industrial headwinds, and entrenching households all point to higher recession probability. Be nimble with risk. In BofA’s May Credit Investor Survey, recession came in second place…
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