Market Overview

At this point, one must wonder what the Fed is trying to pull off, and it isn’t entirely clear to me. It seems like the Fed is taking a big gamble here on inflation hotter than not.That...

Four fairly quick observations on this Federal Reserve meeting day, not all of which have anything to do with the Fed:1. The FOMC today announced unchanged policy for now on the overnight interest...

The sharp runup in US inflation in 2021-2022 revived the idea that a so-called real assets portfolio is crucial for asset allocation strategies.But with the peaking of inflation in mid-2022,...

US futures are pointing to a lower open as of 04:05 ET. European equity markets have opened in the negative territory, following mostly firmer Asian markets. Fed to leave rates unchanged today....

The Fed added Quantitative Easing (QE) to its monetary policy toolbox in 2008. At the time, the financial system was imploding. Fed Chair Ben Bernanke bought $1.5 trillion U.S. Treasury and...

Markets are on edge ahead of the Federal Reserve’s latest policy meeting. I believe the Fed will lean hawkish with its messaging as inflation fears return. Contrary to the consensus view, there...

The momentum factor has been revived in recent months, led by powerful rallies among AI-related stocks and Healthcare sector behemoths Two companies, one from each space, hold investor events this...

A recent report from Abacus Data that measured The Canadian Public Outlook for the Rest of 2024: Housing, Personal Finances and let me tell you some of it is not so pretty. 15 cities in Canada had 50...

Understand this: when CMHC says Housing Starts are up, when the Federal Government says $Billions$ are being spent through the Housing Accelerator Fund, when Provincial Spending $Millions$ to...

Analysts are debating if last week’s sticky inflation news is the death knell for a June cut in interest rates by the Federal Reserve. This much is clear: the recent run of news isn’t...

US equity futures are indicating a broadly unchanged open as of 05:00 ET. This follows mixed markets in Asia, while European equity markets are mixed. The Bank of Japan ended large-scale easing...

Following the ECB, all eyes are on the Fed's upcoming interest rate decision, and the US central bank is anticipated to hold rates steady. Our proprietary tool now indicates a near-certainty of the...

Stocks rallied on Monday, ahead of an eventful two days. Meanwhile, the market is also busy repricing its rate path for the Fed policy, with Fed Futures now seeing fewer than three rate cuts in...

In this episode, we dive into the latest job market updates in Canada and the U.S., discussing the addition of 41,000 jobs in Canada in February, driven by robust population growth, though with a...