Hubert Marleau, Market Economist, Palos Management
320 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.
A Weird Cocktail
by Hubert Marleau, Market Economist, Palos Management Last week I wrote that: “Despite these brutal exchanges between the…
July 19, 2026
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
War Fears, Falling Oil, Rising Stocks: The Show Is Still on the Road
by Hubert Marleau, Market Economist, Palos Management The Show Is Still On the Road Last week I wrote…
July 12, 2026
The Market Melt-Up No One Trusts — And Why It May Keep Going
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that “Acknowledging that the White House stands…
8,000 Is Still My Target for the S&P 500
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that “The Fed shifted its monetary stance…
June 28, 2026
The Federal Reserve Has Spoken
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that the market faced a key inflection…
June 21, 2026
Inflation’s Siren Call and the IPO Market Weighs
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Unfortunately, mounting inflation, stemming from higher tariff…
June 14, 2026
Employment Has Risen, but So Has Inflation
by Hubert Marleau, Market Economist, Palos Management Three weeks ago, I wrote: “The expected consolidation will likely be…
Hubert Marleau: The Pause Might Be Here at Last
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Stocks started the week on the upside,…
The Middle East Saga Versus the Economic Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Over the past month, the price for…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
Global Relief Brought New All-Time Highs
by Hubert Marleau, Market Economist, Palos Management On Friday last week, Tom Lee, head of research at Fundstrat…
April 19, 2026
The Worst-Case Scenario is Off the Table, Bringing Global Relief
by Hubert Marleau, Market Economist, Palos Management Under condemnation from the American people, allies, and even the Pope,…
April 12, 2026
Back to Basic Economics? Perhaps
by Hubert Marleau, Market Economist, Palos Management Although Trump failed to eradicate Iranian worries and warned of longer…
April 5, 2026
Hubert Marleau: "Wrap It Up"
by Hubert Marleau, Market Economist, Palos Management The S&P 500 closed at 6373 on Friday with more than…
March 29, 2026
Hubert Marleau: The Outlook for Stock Prices
by Hubert Marleau, Market Economist, Palos Management The S&P 500 closed at 6606 on Friday, tumbling 6.8% from…
March 23, 2026