Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
Read More ETFs Insight Markets Outlook US Stocks Markets, Multiples, and Macro Mayhem: Jeremy Siegel Weighs In As geopolitical storms brew and policy signals blur, markets have found themselves navigating an increasingly volatile terrain. In… byAdvisorAnalyst
Read More Canadian Market Economy Insight Markets Outlook Stocks US Stocks Strategic Crossroads: Navigating the Trade Recalibration and Its Macro Reverberations The geopolitical and economic landscape took a decisive turn last Wednesday, when the U.S. administration unveiled a sweeping… byAdvisorAnalyst
Read More Canadian Market Economy Insight Interest Rates Leading Indicators Markets Opportunities Outlook Precious Metals Recession Stocks Strategy Trade US Stocks Volatility Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009? by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is… byHubert Marleau, Market Economist, Palos Management
Read More Canadian Market Economy ETFs Insight Markets Mexico Outlook Stocks Trade Trade turmoil and the case for tactical country opportunities by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs If US President Trump’s “Liberation… byFranklin Templeton Investments
Read More AI Artificial Intelligence Fundamentals Insight Markets Outlook Stocks Strategy Technology US Stocks Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel "The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s… byAdvisorAnalyst
Read More Insight Markets Outlook SIA Technical Analysis US Stocks As the Magnificent 7 Crumble, Tesla Quietly Takes the Lead—Again by SIACharts.com On a day when the markets are down another 5 1/2%, we wanted to highlight a… bySIA Charts
Read More Economy Fixed Income Insight Interest Rates Leading Indicators Markets Monetary Policy Outlook Trade Canada's Tariff Tangle: What Investors Need to Know Now In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page… byAdvisorAnalyst
Read More Bond Market Bond Yields Bonds Economy Global Investing Insight Interest Rates Leading Indicators Markets Monetary Policy Outlook Trade US Stocks Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the… byAdvisorAnalyst