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Bank of Canada: Walking a Tightrope

Amid a brightening economic outlook, the Bank of Canada could begin tapering its bond purchase program this month, though we think it’s a close call and believe a cautious approach is warranted.

Global Chip Shortage: The Winners and Losers

We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.

APAC Investor Survey: Optimism about Economic Recovery, But Concerns about Personal Finances Persist

While investors are more positive on the macroeconomic outlook for 2021, a majority say they are concerned about their personal finances.

Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake

The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.

Will Taxes Rise in the U.S.?

Democrats could begin working on a tax bill later this year, but resulting tax hikes may be weaker and less of a headwind to growth than some fear.

U.S. Equity Values: The Three Dogs That Have Not Barked

Thereʼs a bone of contention among investors: Are U.S. equity values about right or far too high?

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Bank of Canada: Walking a Tightrope

Bank of Canada: Walking a Tightrope

Global Chip Shortage: The Winners and Losers

Global Chip Shortage: The Winners and Losers

APAC Investor Survey: Optimism about Economic Recovery, But Concerns about Personal Finances Persist

APAC Investor Survey: Optimism about Economic Recovery, But Concerns about Personal Finances Persist

Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake

Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake

Will Taxes Rise in the U.S.?

Will Taxes Rise in the U.S.?

U.S. Equity Values: The Three Dogs That Have Not Barked

U.S. Equity Values: The Three Dogs That Have Not Barked

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