Canadian demand, households are particularly sensitive to rates, NBF says
Higher interest rates generally good for financials, but there are risks, DBRS says
The pandemic has made it harder to assess the job market and inflationary pressures
Average monthly revenues down, expenses up since Covid-19 hit
Buyers are looking to enter the market before interest rates rise
Inflation is pressuring monetary authorities to hike rates sooner than they'd like
High debt levels mean rate hikes will take a bite out of budgets
While it's not a given that inflation will hurt banks, there are risks
Meanwhile, central banks in other parts of the world look to dial back support
Weaker GDP data and higher inflation have muddled the picture