Hubert Marleau, Market Economist, Palos Management
276 posts
About Hubert Marleau
Co-founder of Palos Capital Corporation and Palos Management Inc., Hubert Marleau has been a board member for more than 100 publicly traded companies. He’s currently Market Economist at Palos Management.
In the past, Mr. Marleau held the position of Chairman, President and Managing Director of Palos Capital Corp., Chairman and Chief Executive Officer of Marleau Lemire Securities, Governor of the Vancouver and Montreal Stock Exchange, Chairman of the Listing Committee of the Toronto Stock Exchange, Senior Vice President of Nesbitt Thomson & Co., and Senior Executive Vice President of Levesque Beaubien Inc..
He received an Honours Graduate Degree in economics from the University of Ottawa and is now the Chairman of the Marleau Lecture Series on Economic and Monetary policy.
Founded in 2001, Palos Management is a boutique financial management firm that offers a variety of investment products and solutions.
Fiscal Dominance Will Rule the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management July 25, 2025 Hard-rock Republicans are intensifying pressure in a distasteful…
July 26, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Micro-Economic Theory Is Less Contradicting than Macro
In this sharp, provocative dispatch, Palos Management’s Hubert Marleau dives deep into the paradox of today’s market resilience.
July 19, 2025
Golden Cross, Gilded Politics: Why the S&P 500 Just Won’t Quit
by Hubert Marleau, Market Economist, Palos Management July 4, 2025 Blending Fiscal and Monetary Policies By now all…
July 6, 2025
What Is Next Will Determine What the Fed and the Treasury Will Do
by Hubert Marleau, Market Economist, Palos Management Given that we have witnessed a radical transformation of the Middle…
June 29, 2025
Powell’s Dilemma: Cut Too Late, or Cut Too Little?
Hubert Marleau breaks down why the Fed’s dot plot is missing the bigger macro picture—and why the S&P 500 could still hit 6600.
June 22, 2025
AI Might Save the Day
by Hubert Marleau, Market Economist, Palos Management June 13, 2025 Seemingly, there is now consensus among foreign exchange…
June 15, 2025
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
June 9, 2025
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
May 25, 2025
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Contrary to Goldman Sachs, which gave a…
May 19, 2025
The Next 100 Days Will Be Crucial In Determining the Outlook
by Hubert Marleau, Market Economist, Palos Management May 2, 2025 Last week, I listed 10 factors that the…
May 4, 2025
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
April 14, 2025