Bank now sees two rate cuts in the cards, after weak jobs data
Decision to end tariff retaliation will ease inflation pressure, boost growth
Redistribution from poor to rich will impact corporate revenues, credit risks
Stagflationary effects will hit the U.S. hardest, Canada and Mexico at risk too
Big negative revisions in trade-exposed sectors points to economic fallout from tariffs
Trade conflict, a weaker job market and demographics to weigh on consumption
High trade costs, ongoing uncertainty weighs on corporate planning, investment
U.S. budget bill poses upside risk to capex, supports tech investment
Weaker labour market would give Bank of Canada room for more rate cuts
Growth expectations less negative, inflation fears ease a bit