“Move over grocery prices. Rents may now be the biggest concern on the Canadian inflation front. Reported rents spiked up to 7.3 per cent year-over-year in September from 6.5 per cent in the prior month and 4.2 per cent a year ago. This is the fastest rent increase in just over 40 years . And this component has legs, as the rental market is showing precisely zero signs of cooling off.
3 per cent, net 50 per cent expect weaker global growth, allocators stay neutral stocks … FMS Cash Rule =buy signal … ‘hard landing’ expectations on the rise but Goldilocks ‘soft landing’ remains investor base case; global profit outlook up on bounce in China optimism; lower inflation , steeper yield curve , lower short rates , lower bond yields =consensus next 12 months … On Crowds & Contrarians: Oct rotation out of Europe & EM into Japan , out of staples & utilities into...
Source: News Formal (newsformal.com)
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