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The Fed's balance sheet expansion was one of the main drivers of asset prices and liquidity in the aftermath of the pandemic, as it injected trillions...
We look at price performance for some selected assets over time. Gold is a leader which may surprise many. Worst performer is bonds. We also examine...
Markets put in a good week last week as they seem to believe the Fed will pivot and the banking crisis is over (hint: it isn't)....
The Fed is likely to increase their forecast for the Fed Funds Rate to 5% in 2023. However, this could be a risky move as it...
It's official. We are in a technical recession. No, not an official recession. That'll be announced later. Although so far Canada is holding better. But Canada's...
Recession is in the air. But no one has dared to actually officially call it a recession. The "Misery Index" is as high as it was...
This past week saw a spectacular "rebound" "relief" rally. Could it turn into a summer rally? Just as the Fed with fear of rising interest rates...
Is the party over? We muse as the stock markets are off to one of their worst January starts ever. Fear of interest rate hikes, political...
The trade wars intensify and markets are taking notice. China and now Mexico are targets of Trump’s trade war. Retaliation is assured.
While the market did not buckle from events such as Italy’s budget woes and the Kavanagh hearings, trade wars, Fed rates hike, rising US dollars and...