Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
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
Read More Economy Insight Markets Outlook Strategy Technology US Stocks USD Volatility Jurrien Timmer: Interim Update (4/3/2025) by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I don’t think I have… byFidelity Investments Canada
Read More Bond Market Bond Yields Bonds Fixed Income Insight Markets Outlook On My Mind: T-Day by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai… byFranklin Templeton Investments