Market Overview Analysis & Opinion

The financial media appear to once again be leading the public astray about the Yield Curve situation. The media pounded and pounded the yield curve’s inversion as a signal about an imminent economic...

As I have noted here for the past few months, the narrative surrounding generative AI has shifted dramatically. This is starting to lead to a shift in estimates of the major players’ potential...

This week will be relatively quiet in terms of economic data. The main events are Treasury auctions for 2-year, 5-year, and 7-year notes, scheduled around 1 PM Tuesday, Wednesday, and...

We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of the 1990s stock market meltup, and a rerun of That '70s Show with geopolitical shocks causing...

Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and...

The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from within. And we should pay...

Last week, the Fed vice chair for supervision, Michael Barr, announced that the regulator had cut a proposed increase to capital requirements for the largest US banks by more than half. According to...

We’re going to cover a few articles and reports today: 'We’re definitely not going to an old-age home’: Why seniors aren’t downsizing their homes and what it means for Toronto’s...

US futures are indicating a softer open today. European markets are lower, following Thursday's gains. Asian markets finished mixed. The focus today is on the BoJ decision, where no changes to policy...

We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of the 1990s stock market melt-up, and a rerun of That '70s Show with geopolitical shocks...

Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims fell and two regional business surveys strengthened in September, while the...

In Thursday's premarket, stock futures and commodities were trading higher, with the Dow up over 480 points, signaling optimism despite Wednesday's volatility. We discuss how the market hit new...

In this video, we break down a simple yet effective approach to withdrawing your RRSP early, helping you save thousands in taxes and fees, whether you’re planning for retirement or looking to...

In this episode, the Federal Reserve cuts interest rates by 0.5%, marking its largest reduction since the financial crisis. We’ll break down how this decision impacts the stock market, the...