Current Observations and Thoughts on the Economy

Building a Beta Portfolio
Quarterly Economic Forecast TD Economics

With a lot of companies laying off employees (such as Opendoor and Redfin), it's likely that both the US and Canada are heading toward a stagflation (higher unemployment and high inflation),

Attached is a report from Bridgewater Associates, explaining why they drew this conclusion and how to build a balanced portfolio in an environment like this.

The most recent report from TD Economics is also attached, showing you their reasoning on why the commercial real estate will continue to perform strongly for investors (which is what I have been advocating since COVID) 

Courtesy of Bridgewater Associates & TD Economics