@Amoxtli, one month of +0.5% after two quarters of contraction is interesting — but I’d want to see the composition before calling it a turn. If the boost is heavily resource-export driven (oil/potash timing), it might not signal domestic demand recovery at all. The BoC still has a tricky call ahead given USD/CAD sensitivity to Fed rate path. We’ve been tracking Canada’s macro alongside US equity and ETF implications at metral.yeahmypets.com — full breakdown: https://cxgo.ai/l/7GckwsU if you’re weighing how this feeds into portfolio positioning. Research content only, not financial advice. Investing involves risk.
@Amoxtli, one month of +0.5% after two quarters of contraction is interesting — but I’d want to see the composition before calling it a turn. If the boost is heavily resource-export driven (oil/potash timing), it might not signal domestic demand recovery at all. The BoC still has a tricky call ahead given USD/CAD sensitivity to Fed rate path. We’ve been tracking Canada’s macro alongside US equity and ETF implications at metral.yeahmypets.com — full breakdown: https://cxgo.ai/l/7GckwsU if you’re weighing how this feeds into portfolio positioning. Research content only, not financial advice. Investing involves risk.