“There's been a disconnect with the market having been too caught up with Fed language from Nov. 1, and missing the body of data that's come out since then.”
“We've already had a decent amount of experience with a Canadian minority government. While the deck chairs may have been pushed around a lot, do the fundamentals really seriously change?”
“With the economy close to full capacity, the Bank of Canada should be interested in offsetting any additional fiscal stimulus that may flow from an election-style budget.”
“There is a better story underneath the report than is indicated by the headline. There seems to be a lot of adversity facing Canada, yet the annual GDP numbers remain very stable.”
“The idea in the marketplace that (the Canadian dollar) is a one-way trade is possibly drawing unwanted investor attention with potential implications affecting the fabric of an economy in the midst of a resource reallocation process.”