Our conversation with Hubert Marleau, Market Economist, Palos Management, about macro, micro, and mini-micro market and economic considerations in the present and his clear-eyed expectations of what the future holds, post-COVID-19.
Related Posts
Competitors to the Greenback Are Less Significant
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Hypothetical Scenario Let’s develop a scenario to explain the importance…
Quality = Value
by Richard Bernstein, Richard Bernstein Advisors By the end of 2025, the US equity market was narrower for…
What's the Difference: Jobs vs. GDP Growth
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
The Crazies: How much trouble could a wind farm cause?
Land, Legacy, and the New Oligarchs of Montana What unfolds in the most recent episode of Smead Capital…
Chart to Watch: What’s behind the curious path of 10-year Treasury yields?
by Daniel Siluk, Head of Global Short Duration & Liquidity, Portfolio Manager, Janus Henderson Head of Global Short…
Strong earnings meet stock market volatility
by Carrie King, Managing Director, CIO, U.S. and Developed Markets, BlackRock Q4 wrapped a solid year of U.S.…
SaaSpocalypse… or Just the Next Phase of Software?
On February 11th, the IGV software ETF dropped another 3%. As of yesterday, February 25, it was at…
BMO's Bipan Rai: AI, the Fed, and the Dollar at a Late-Cycle Crossroads
When Bipan Rai kicked off his latest episode of Open Outcry Podcast1, he went solo—and you can feel…