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The Daily SITREP is your morning intelligence brief on domestic and geopolitical risk. We stream the show live starting at 0600 Central time, Monday through Thursday. You can catch the live stream on YouTube: https://youtube.com/forwardobserver And then on Friday, we publish our Early Warning report and live presentation, starting at 0900 Central. To sign up, head over to https://subscribe.forwardobserver.com
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Canso Radio
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Canso Radio

Canso Investment Counsel Ltd.

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Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. These publications have been prepared by Canso Investment Counsel Ltd. and have been prepared solely for information purposes. Information in these publications is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in these presentations is subject to change without ...
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Canadians rejoiced the dramatic victory of Nick Taylor who became the first Canuck to win the Canadian Open since 1954. Meanwhile, Canadian bond investors are celebrating a victory of their own, with the return of positive real bond yields. Listen more in the July 2023 Corporate Bond NewsletterBy Canso Investment Counsel Ltd.
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Central banks have created far more money than necessary for actual economic activity and the result is the highest inflation in 40 years. Interest rates are up, and the financial markets have shuddered, shattered and fallen precipitously in price. Listen here in the July Market Observer.By Canso Investment Counsel Ltd.
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History books will show the official end of emergency monetary policy accommodation to offset the Covid-19 pandemic came on March 2nd and 16th when the BOC and the Fed raised overnight rates. In reality, the recalibration of bond markets started well beforehand, in response to inflation, and in anticipation of central bank action.…
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The year began with swift optimism. Equity markets quickstepped higher, while credit spreads swung tighter. Buyers lined up to purchase new bonds from both investment grade and non-investment grade issuers. In sequence, investors who were knocked down by one of the worst years of their careers bounced back up and danced.…
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We continue to see that inflation hopes are springing eternal in the world’s bond markets in the Spring of 2023. The bond market is moving manically between elation that nagging inflation has finally been vanquished, and fears that it has not. It depends on the day, the hour, or even the minute after an “important number” is released, but bond trad…
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The recent rise in Canadian bond market yields is something that bond investors have seldom seen in their professional lifetimes, and never for a sustained period. After hitting generational lows from 2010 to 2020 when central bankers became enamoured with ZIRP (Zero Interest Rate Policy) and QE (Quantitative Easing), there was nowhere to go but up…
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