Market Overview Analysis & Opinion

It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years. Many long-used relationships and correlations have been upended by record monetary and...

Noting a quiet pre-market with stock futures trading near fair value, while commodities are down. Reflecting on a turbulent week in the market, we suggest watching Wednesday's low as an exit...

We dive deep into the latest developments shaping Canada's economic and housing landscape: Immigration policy shifts: Examining the potential economic impacts of reduced...

S&P futures are up +0.03%, hinting at a flat open following a strong Thursday session. Following the Fed rate cut, Asian markets ended Friday trading mostly mixed, and European markets are weaker...

Donald Trump won the election by a clearer and wider margin than what was expected, and the Republicans gained control of the Senate. In the short-term, we believe this outcome is likely to be...

The latest UK government budget, which saw big tax rises but even bigger spending increases projected for 2025-26, has forced markets to rethink Bank of England expectations. Rates are expected to...

In today’s premarket update, we highlight a quiet start with U.S. stock index futures showing slight gains and mixed commodity movements. Market attention focuses on the upcoming U.S. jobless...

In this episode I'm joined by Dan Foch from the Canadian Real Estate Investor Podcast. We dive into strategies for building a down payment to purchase property. We explore scenarios...

Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with our Roaring 2020s scenario. Indeed, it increases the odds that the good times will...

Markets around the world are experiencing a significant reversal following unexpected election results. The U.S. Dollar index is rising, impacting other currencies, while bond prices are down,...

Elections have consequences and so Donald Trump’s return to the White House as the 47th president will surely change the calculus. The policy differences between the Republican president-elect and...

US futures are pointing to a higher open today. European equity markets have opened with gains, following mostly higher Asian markets. Trump has declared victory while formal declaration by AP is...

The Federal Reserve's November policy meeting is set to be a pivotal moment for markets. While investors are almost certain of a 25bps rate cut, the Fed’s guidance will be closely watched,...

Stocks ended the day higher amid an implied volatility crush, with the VIX index dropping sharply. The VIX closed the gap from its significant rise on Thursday, October 31. More interesting was the...