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The Bank of Canada raised rates despite benign inflation and a weak labor market — a sharp contrast with its more patient New Zealand counterpart.
David Rosenberg – Thematic Analysis – October 30, 2026
Trade policy volatility and uncertainty are poised to return with a vengeance after the midterm elections. A post-midterms President Trump is likely to act more unilaterally, not less.
The ISM manufacturing index was a clean beat, and inflation receded; non-AI construction is in a deep downturn.
Good value. A hidden gem. A bastion of stability in troubled times. That could well be the story for Swiss equities as investors search for shelter from the increasingly crowded AI trade.
The Canadian economy stagnated in August instead of expanding by +0.2% as the consensus had penned in. Adding insult to injury, StatsCan’s advance estimate for September is a -0.1% real GDP dip.
Creative financial engineering solutions in AI financing may make individual deals viable, but they also facilitate an excessive buildup of risk across technology-sector balance sheets.
Third-quarter GDP growth was better than expected, aided and abetted by the usual culprits — AI and a further drop in the savings rate. The consumer enters Q4 with precious little momentum.
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