(It) comes down to watching the data, and data reflecting the impact of this move in the currency is not going to come out until we get into the summer. |
[But because the bond market -- particularly the U.S. bond market -- was in a state of euphoria before last, fall with yields near record lows,] no one really realized that that was the case, ... People were looking for anything with a return of more than 5 or 6 percent. |
From a sector point of view, there would be very few 'safe' havens on the Canadian equity landscape if this scenario materialized. |
I think the biggest risk to Canadian equities (in 2006) is that we see a more aggressive spike higher in the Canadian dollar, which does put pressure on earnings and obviously competitiveness. |
I think there are going to be easier things for them to put through before they go for that. |
I think there's going to be more clarity or more details provided as to costing, what the actual costs will be. |
If retail sales remain healthy, it will give further support to the economic growth in the first quarter. This put pressure on bonds. |
It gives us reason to take a closer look at overall manufacturing and business sentiment at the end of the year. |
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. |
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. |
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. |
It's almost a naive assumption to make. |
It's really a day where you're going to focus on the U.S. economic story. But I think we should see a generally positive run today. |
May delivered another dose of unexpected strength in Canadian job creation. |
Monetary policy aimed at either fending off a low-probability occurrence of high core inflation or at curing a debt binge [in Canada] will run a greater risk of choking off consumption growth than in the U.S.. |