Market Overview Analysis & Opinion

In this episode, we break down what to expect from the Bank of Canada's upcoming interest rate decision. With weak economic growth, rising unemployment, and inflation below target, many predict...

We explore the concept of owner-occupied commercial real estate, discussing its potential as a strategic investment for business owners looking to buy their workspace. Which...

S&P futures are pointing to a lower open today, down (0.25%). Asian markets tilted down in a quiet day, while Europe is mixed in early trades. For today's highlight, Hyundai Motor India's stock...

Macro clouds remain on the horizon. Wherever you look at, you see unsustainable economic models: we are either relying on debt-fueled growth (US), trying to squeeze exhausted growth models (China),...

Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...

In today's premarket update, we discuss the broad downturn in stock index futures and highlights a rise in commodity prices, including gold and crude oil. We review the VIX and notes its unusual...

US futures are pointing to a lower open, while European equity markets are mixed. Asian equities also closed with varied results today. In focus today are developments from China, where the People's...

The market environment has changed dramatically from that which defined the past two decades. Interest rates are significantly higher which should bring equity valuations down though that is not the...

We review Friday morning's premarket activity, noting the quiet market conditions with the Nasdaq leading the futures higher. Netflix (NASDAQ:NFLX) and CVS remain focal points after their recent...

In this episode, we dive into the latest housing start numbers from the Canada Mortgage and Housing Corporation, showing a 5% rise in September. We’ll explore what this growth means and whether...

In this jam packed news episode we cover a lot of ground, including: CREA policy investigation & tougher GTA building permits, Slowest rent increases in three years, and...

Recent economic data has lifted CapitalSpectator.com’s median growth estimate for the upcoming third-quarter GDP report. Using a variety of sources to generate a median nowcast, today’s revision...

US futures are signaling a mixed open today, following a similar trend seen in European and Asian markets. Market attention is focused on China’s latest economic data, where Q3 GDP growth slowed less...

Yesterday, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate from 3.2% to 3.4% following a roaring September retail sales report (chart). Real consumer spending was revised up...