Andrew Pyle
Andrew Pyle
agreement broad concrete details impression liberals party support tory within
There's probably broad agreement within the Tory party for that. There's no concrete details on that, but you get the impression that Conservatives would probably support that as well. Obviously, the Liberals would support it because it's their program.
appear guidance overly
Right now their guidance has been clear... they don't appear overly alarmed by this.
among attribute canadian companies concern decline dismiss dollar export impact increased indicator last rise valued volatility
We can attribute some of last month's decline to the rise in the Canadian dollar and increased concern among companies as to the impact this will have on export penetration and earnings, but at the end of the day the Ivey has never been a valued directional indicator because of its volatility and desks may partially dismiss the decline as a result.
alongside appreciation currency growth kick seeing south
We are now seeing the lags from currency appreciation kick in, alongside more uneven growth south of the border.
canadian equity few landscape point scenario sector
From a sector point of view, there would be very few 'safe' havens on the Canadian equity landscape if this scenario materialized.
canadian creation delivered dose job strength unexpected
May delivered another dose of unexpected strength in Canadian job creation.
again bank raise rates reason
Why should the bank raise rates again in March? There's no reason.
against alone argument bank canada core couple further hike months next prevent report strong trend turned
While the report alone is not going to be enough to prevent a 25 basis-point hike by the Bank of Canada next Tuesday, if the core trend is not turned around in the first couple of months of the new year, there will be a strong argument against further tightening.
above appreciation canadian dollar fourth highs quarter recovery remains suspect threshold
While the recovery above the break-even threshold is a relief, it remains well back of the highs set in the fourth quarter and we would suspect that the appreciation in the Canadian dollar is restraining optimism.
begin dancing high lights party people realize realized school turned
It was like someone turned on the lights at the high school dance. Not only did people begin to realize that the party was over, they also realized that they didn't really know who they had been dancing with.
deficit faster growing spent time
The U.S. deficit is growing faster than someone who spent too much time at the all-you-can-eat buffet.
appears begin bond call market nervous report scenario
It's a wake-up call for the bond market, ... The bond market was nervous to begin with that the goldilocks scenario wasn't panning out, and this report appears to confirms that.
bit breath closing crash eyes giant happened holding industrial similar waiting wave
It's a bit like closing your eyes and holding your breath waiting for a giant wave to crash down -- only to find that the wave has disappeared. There's a very similar correlation between what's going on now and what happened during the industrial revolution.
consumer hitting witnessed
We are hitting the consumer with headwinds that we have not witnessed on record.