Market Overview Analysis & Opinion

In this episode, we dive into Canada's Fall Economic Statement, unpacking the key takeaways for investors and what it means for Canada’s fiscal situation for the years to come. We...

S&P futures are indicating a higher open, up +0.28%. Asian equities posted gains almost across the board in a quiet Monday session. European markets opened softer this morning but are gaining...

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and...

According to Bank of America (NYSE:BAC), institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes this is a contrarian...

Inflation I, the Good: In our Roaring 2020s scenario, a productivity growth boom boosts real GDP growth, keeps a lid on inflation, drives up real labor compensation, and widens profit margins. Last...

Well, that was quite an eventful week. We had a Fed announcement, and all the market geniuses were quick to attribute the cause of the 3% decline to the Fed announcement. However, this is nothing...

Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macro-economic, geopolitical or market...

For $20,000, you can buy a global airline pass to see the world. Or, for the low price of free, you can take a quick trip with us worldwide. Unfortunately, our global trip is not as exciting as an...

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and...

The year 2024 was full of milestones. Bitcoin (BTC) crossed the $100,000 price threshold, firmly leaving behind the perception burden of “rat poison squared.” After a rapid rate hiking cycle to curb...

In response to a media member, who at Wednesday’s post-FOMC press conference, asked Jerome Powell if he thinks we’ve avoided the recession that everyone [read: the media and its obsession with the...

Protect your wealth during market selloffs with expert insights on timing strategies and defensive positions. We analyze critical market movements across major indices, highlighting significant...

The good news is that the engine of growth for the US economy is the private sector. But the government’s share of GDP isn’t trivial, which means that a potential government shutdown that could start...

In this episode, Canada’s inflation cooled to 1.9% in November, but sticky core inflation at 2.7% raises questions for the Bank of Canada. With transportation costs rising and food inflation...