Market Overview Analysis & Opinion

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...

The bull market celebrates its two-year milestone, maintaining strong growth. Investors watch closely to see if the rally aligns with historical bull market patterns. Sustained market momentum...

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...

In times of disaster and destruction, a common narrative often emerges that rebuilding efforts will lead to economic growth. The idea that repairing damage and replacing destroyed goods creates jobs...

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...

In today’s premarket update, we discuss how Taiwan Semiconductor's 8% premarket surge could help erase recent semiconductor sector losses. We also highlight Netflix (NASDAQ:NFLX)'s upcoming...