Low interest rates and massive government stimulus coming to an end
Continuing strong dollar will undercut exports
Data suggest the economic recovery seen in Q2 may lack a good foundation
Private spending is expected to remain sluggish
Investors will continue to deleverage
Fears of a double-dip recession have receded
Credit remains tight
Strength in commodities is supporting optimism for the Canadian dollar
Equities as an asset class are not that expensive
Pace of expansion expected to remain weak compared with previous recoveries