Market Overview Analysis & Opinion

In the wake of last week’s hotter-than-expected consumer inflation data for March, the implied forecast via Fed funds futures indicates that interest-rate cuts are unlikely in the months...

The retraction of global markets on Friday and this morning in Asia and Europe are rational risk-rebalancing moves, considering that the heartbreaking events in the Middle East present the potential...

To best prepare you for the spring market, and the changing market conditions in the real estate industry and the general Canadian economy, here is a list of the terms that you need to know if you...

30 Year Amortization Announcement: A Nothing Burger? Yeah, this is pretty much Nothing. It’s okay in theory but if it can only be used by a tiny number of Canadians then what’s the...

US equity futures are indicating a broadly unchanged open as of 05:00 ET. This follows mostly lower markets in Asia, while European equity markets are broadly higher. Markets are finding some reprieve...

Is immigration why employment reports from the Bureau of Labor Statistics (BLS) continue defying mainstream economists’ estimates? Many are asking this question as the U.S. experiences a flood...

Good morning everyone and welcome to Thursday morning. I'm doing this presentation ahead of the PPI and jobless claims numbers coming out at 8:30 this morning. We've been expecting lower prices and...

US equity futures are indicating a broadly unchanged open as of 04:45 ET. This follows mixed markets in Asia, while European equity markets are mostly higher. Markets are digesting the implications...

US inflation came in at 0.4% MoM for the third consecutive month, more than double the rate we need to consistently hit to bring inflation down to 2% YoY. Expectations for a June Federal Reserve...

Interest rate cut expectations have receded everywhere following the US inflation data, but there are subtle dovish incremental shifts within the BoC’s commentary that suggest should inflation...

Here are my thoughts on the European Central Bank's meeting: What to watch What is priced in Whether EURO will hit fresh 2-month lows vs. USD

After a week when the NY/NJ area saw an earthquake, an eclipse, and a gorgeous 75-degree spring day, it is time to get back to work.Today’s CPI report was not expected to be particularly great....

Interest rate cut expectations have receded everywhere following the US inflation data, but there are subtle dovish incremental shifts within the BoC’s commentary that suggest should inflation...

A very quick Wednesday morning update. The market is waiting for CPI numbers to come out at 830 this morning. Tuesday was a fairly quiet trading day with no major changes for the major North American...