Big week ahead. FOMC meets Nov 2-3. Will it taper? Bank of Canada is. October job numbers out Nov 5 for U.S. and Canada. Inflation raging?...
Markets appear to be heading lower even as we are also seeing some positive divergences. Gold/silver made an interesting reversal this past week possibly signaling a...
Evergrande and the looming debt limit fight are the topics of the week. Apparently Evergrande didn’t make the payment triggering a 30 day window. Will PBOC...
Inflation and climate change are two of the key issues in the current Canadian election (Monday Sep 20). We look at the two of them and...
Our chart of the week looks at the Commodity cycle once again and one thing we note is that lumber has now fallen 70% from its...
With the consumer price index rising and the purchasing power of the U.S. dollar on the decline, people are seeking alternative assets to push back against...
The CPI report is the subject of our Chart of the Week. Pundits are screaming Weimer Republic hyperinflation. But the bond market rallied doing the opposite...
Markets continue to demonstrate extremes but so far they have held together and yes could go higher still. No decline in markets yet but there are...
Inflation hysteria? Our premise is, it is monetary inflation we have to worry about not price inflation. April inflation numbers were higher than expected fueling the...
The last time the Fed announced a plan to taper its $85 billion per month QE program was back in May 2013. As a consequence, the...