Report Archive

June 7, 2026

BoC June Pause Extends Canadian Duration Premium Despite Fed Hawkish Turn

May 31, 2026

Canadian Duration Premium Narrows as BoC Pause Expectations Build

May 24, 2026

Duration Extension Accelerates as Quality Bias Deepens

May 17, 2026

BoC June Pause Consensus Builds—Quality Rotation Intensifies

May 10, 2026

BoC Pause Signal Widens Policy Gap—Canadian Duration Outperforms

May 3, 2026

BoC-Fed Divergence Deepens as Duration Extension Gains Momentum

April 26, 2026

Central Banks Deliver Split Decision as Credit Quality Rotation Intensifies

April 19, 2026

BoC Holds as Fed Cut Cycle Begins, Credit Spreads Tighten

April 12, 2026

BoC Holds at 2.25% While Fed Signals Extended Restrictive Policy

April 5, 2026

Duration Caution Persists as Central Banks Signal Extended Policy Divergence

March 29, 2026

Duration Caution Deepens as Global Yields Climb on Persistent Inflation

March 22, 2026

Yield Curves Steepen as Policy Divergence Deepens Globally

March 15, 2026

BoC Cuts 25bps to 2.00% as Canada-US Rate Gap Widens

March 8, 2026

Duration Premium Widens as BoC March Decision Looms

March 1, 2026

Policy Divergence Deepens as BoC Signals Aggressive Easing Path

February 22, 2026

Duration Divergence Accelerates as Canadian Curves Outperform Policy Shift

February 15, 2026

Canadian Yields Rise as BoC Signals Extended Pause, Credit Spreads Hold Tight

February 12, 2026

Central Banks Pivot Hawkish as Inflation Proves Stickier Than Expected

February 8, 2026

Central Bank Pause Extends as Inflation Settles into Target Range

February 1, 2026

Fed Dovish Pivot Narrows Canada-US Spreads as Quality Rotation Accelerates

January 25, 2026

Central Banks Pause as Markets Price Inflation Persistence

January 11, 2026

Canadian Yields Drop as BoC Easing Cycle Concludes; Rate Hike Debate Emerges

January 5, 2026

Central Banks Hold Steady as 2026 Begins

January 5, 2026

Central Banks Hold Steady as 2026 Begins

December 29, 2025

Year-End Rally Extends as Fed Holds Steady