Seemingly half of the economy (tourism, restaurants, entertainment/sports, etc.) have been taken away with the onset of COVID-19. So what else can people do when they...
Markets are torn between short-term concerns and medium-term hopes, moving in narrow ranges. Equities have been range-bound as the year-end, and with it slower trading, approaches. The...
Canada’s political environment is really easy to model – whatever is in the best interests of Ontario and Quebec tends to become national policy, irrespective to...
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and...
The ECB is expanding its pro-growth and pro-inflation asset purchases and allowing the buying programme to run for longer. The objective is to safeguard favourable financial...
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. ...
This is the first installment of our Q&A series featuring the top economic forecasts for 2021. To kick off the series, HousingWire Interviewed Haus Chief Economist...
In November, global equities saw their biggest ever monthly rise: +12.2% for the MSCI AC World index in US dollars (dataset since 1988). Encouraging news on...
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how...
The mismatch in the COVID deflationary impact toward the economy overall and the strength of the housing market due to demographics makes for a troubling formula...
How can investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery? Can we solve the climate crisis at the same...
In our 2021 investment outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also...
Jim Bianco at Bianco Research shares his views on the great inflation debate. When it will come, how big it will be, and when the Fed...
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted...
COVID-19 protections for households and support for financial markets are set to expire at the end of 2020. How will this impact the housing market in...
#MacroView: A Vaccine And The “New New Normal”
Weekly investment update – Vaccine optimism reflates markets
China’s debt-equity swap programme – the good, the bad and the ugly
17/11/20: U.S. households: Debt Hostages to the Washington
Weekly investment update – US elections – Only a blue ripple?
Weekly investment update – A president-elect and a candidate vaccine
The Housing Debt Bubble Is Going To Burst
A president-elect and a candidate vaccine
The long view after the US elections – Everything changes, but bonds stay the same
Market weekly – “It’s the virus, stupid” (podcast)
Shedlock: Unemployment Plunges. BLS Says 2.2 Million Find Work
#MacroView: The Rescues Are Ruining Capitalism
5/11/20: BRIC: Services PMIs October
3/11/20: Ireland PMIs and Economic Activity Dynamics for October
US elections – Only a blue ripple?