Viewpoints about Economy
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Ten questions on Modern Monetary Theory
Modern Monetary Theory is not new but is in the limelight as government spending rises amid the pandemic
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Global markets at a key inflection point: six working assumptions
As we enter the second phase of the recovery, growth momentum is likely to stall. We identify key themes that could shape global markets in the coming months.
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The three stages of the global economic recovery
A recession unlike any other is followed by an economic recovery that’s just as unconventional—one that kicks off with a bang, only to moderate over time.
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Global Macro Outlook—an uneven recovery begins
The worst of the economic impact arising from the pandemic seems to be over. Our macroeconomic strategy team examines the issues that could shape the recovery.
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U.S. economic outlook: macroeconomic headwinds vs. tailwinds
The United States is gradually reopening for business, but our Global Chief Economist Frances Donald believes the U.S. economy isn’t out of the woods just yet.
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What’s next for the global economy? Eight working assumptions
The scale of the economic fallout triggered by the outbreak of COVID-19 may be clearer with each passing day, but it remains nearly impossible to quantify the extent of the damage mathematically. Our macroeconomic strategy team identifies eight themes that they believe will shape the global economy in the coming months.
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Global Macro Outlook for 2020
The new decade begins amid continued uncertainty and slowing growth. We examine the key themes that could shape financial markets in the year ahead.
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Back to school – cram session for the year
Capital Markets Strategy continue to emphasize a balanced approach to asset allocation, with a skew to the defensive, as global economic conditions continue to remain uncertain.
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Q4 Canadian GDP slump is just the start
While the Canadian economy may avoid a recession in 2019, it faces compound stresses of a weaker consumer, falling housing activity and a weak energy sector.
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