Recent Articles from this contributor
Are we headed for a recession in 2019-2020?
Not all recessions are created equally. In fact, if history tells us anything, it’s that…
The hawk has landed: BoC’s Poloz raises rates in the wake of trade and LNG deals
AGF’s Andy Kochar gives his perspective on the BoC’s hawkish moves in the wake of the USMCA resolution and the government’s approval of LNG. And let’s not forget last week’s unexpected GDP numbers in the U.S. Andy explains the impact on markets.
Our thoughts on Turkey
2018 continues to be a year of politically-induced uncertainty. Andy Kochar explains how recent turmoil…
Populist resurgence – key questions for capital markets
Populist political risk has re-emerged in Europe. The Italian sovereign bond market has been in…
U.S. 10-year Treasuries: Our thoughts on 3% yields
U.S. 10-year Treasures have reached four-year highs, and while 3% does bear some significance, what…
The Fed’s impact on inter-bank funding markets
Further Fed tightening is causing inter-bank funding markets to exhibit elevated levels of stress relative…
A case for preferred shares
The Canadian preferred share market has been a popular vehicle of choice among retail investors…
What worries the Bank of Canada?
Andy Kochar recently attended a presentation hosted by Bank of Canada Governor Stephen Poloz. In…
Evolution of the Canadian preferred share market
Download the Article The Canadian preferred share market has traditionally been a popular vehicle of…
Four key risks for the Bank of Canada
The Canadian economy seems to have approached normal levels of growth after surging through the…