Market Overview Analysis & Opinion

Ron & Natalie explain why the price of the DIRT in many Canadian Provinces is such a key influencer on our Batshit Crazy House Prices, Current Mortgage Rate outlook, And has Ontario President Ford...

The Fed’s next rate move and its higher-for-longer policy mantra are predicated on high and sticky inflation. Inflation has fallen nicely from its peak but not enough to sway the Fed to...

US equity futures are indicating a slightly higher open as of 04:45 ET. This follows a lower Asian session and European equity markets opening mixed to lower, following on from Tuesday's weak US...

Retail sales in the US have been resilient in the first half of 2023, despite concerns about a recession However, there are some warning signs that signal a slowdown in the coming months Earnings from...

Recession forecasts continue to swirl in some corners of the economics profession, but early econometric estimates for third-quarter GDP data suggest that the expansion will persist for now.US output...

Government bonds or stocks: If you were picking an asset class to outperform over the next 18-24 months, which would you choose?Such was an interesting point made by Greg Feirman last week. To...

The LERI shows Q2 2023 ended with the highest level of corporate uncertainty in the last year Retail in the spotlight this week: HD, TGT, TJX, WMT, ROST Upcoming potential surprise:...

US futures are indicating a higher open as of 04:05 ET. European equity markets have opened mixed, following a largely disappointing performance in Asia. Markets are taking lead from weakness in China...

So many of you asked me to do a video on this topic so here it is.

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: “Vegas Baby, Vegas!” Stock Market (and Sentiment Results)… This week I traveled to Las Vegas...

Tax receipts are falling, which has historically preceded economic recessions. In a recent post, we discussed the issue of rising debt levels on economic growth and increasing debt levels. To...

US futures are pointing to a very slightly higher open as of 04:05 ET. European equity markets have opened negative, following mixed to lower levels in Asian markets. US CPI data largely supported...

The consumer price index data published this morning that showed a continuation of the disinflationary forces was well received by the markets initially as traders thought this leaves the door open...

Market Outlook+On Friday night, I joined Phil Yin on CGTN America. Thanks to Delal Pektas and Phil for having me on the show. As always, Phil asked me for some stock picks along with my view of...