In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment Management. We discuss his process when evaluating markets, views on the state of the economy and markets, and where potential opportunities might lie.
As always, all feedback is welcome.
Lay of the Land
Tough Talk
Has Housing Bottomed?
CMBs: More Questions Than Answers
The Weakest Link
Two-Faced Data
Pause-itive Thinking
One and Done?
Talking Terminal
Provincially Speaking
Growth Worries Ramp Up
Here Comes the Boom
WWJD
Another Aggressive Hike Is Coming
House of Cards
Crude Reality
The Central Bank Conundrum
Taming the Bear
Playing Catch-Up
The Canadian Housing Dilemma
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