DATE

Are Markets Finally Pricing in an Economic Downturn?

Steve Saretsky -

Canada’s inflation rate ripped higher once again, hitting 7.7% year-over-year and surpassing market expectations yet the 5 year bond yield fell on the news and has been declining in recent weeks. Have we seen a top in bond yields? Price action across commodities also suggests the inflation story may now be transitioning to an economic slowdown

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The Canadian Economy

Steve Saretsky -

https://www.youtube.com/watch?v=UTpzXUchlY4

Steve Saretsky -

https://www.youtube.com/watch?v=N91b1aEbuFo

Steve Saretsky -

https://www.youtube.com/watch?v=CysYLo4q_qs

Steve Saretsky -

https://www.youtube.com/watch?v=-qDGWUZOZGc&t=957s

Steve Saretsky -

https://www.youtube.com/watch?v=VZeTnBPqwMo

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The Saretsky Report. December 2022