Hubert Marleau: It's "every nation for itself" now
by Hubert Marleau, Market Economist, Palos Management The new monetary gauge is the DXY because trade deficit prone…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Global conditions could make Canada an investment destination of choice
by Hubert Marleau, Market Economist, Palos Management At the end of May, the exchange value of the Canadian…
Hubert Marleau: The easiest way to avoid a fiscal crisis
by Hubert Marleau, Market Economist, Palos Management The Main Event In Osaka Was Not the G20 Summit; It…
The Big Picture: The Fed Is Gearing Up To Weaken the U.S. Dollar, Over-Easing When Conditions Don't Warrant It.
by Hubert Marleau, Market Economist, Palos Management The Big Picture: The Fed Is Gearing Up To Weaken the…
Hubert Marleau: When the Fed Is the Only Game In Town...
by Hubert Marleau, Market Economist, Palos Management U.S. Monetary Policy: Reading the Prevailing Winds When the Fed Is…
Canada: An Inflection point?
by Hubert Marleau, Market Economist, Palos Management Is Canada at an inflection point? Just as almost everybody was…
Hubert Marleau: The (Possible) Tipping Point
by Hubert Marleau, Market Economist, Palos Management The U.S. Trade War That Could Include China, Mexico, EU and…
The China Question: An Economic Cold War?
by Hubert Marleau, Market Economist, Palos Management On the third of May, the S&P 500 peaked at 2946.…
Contagious narratives, Sharp and Sudden Volatility, and Opportunity Ahead
by Hubert Marleau, Market Economist, Palos Management The U.S. Stock Market and the U.S. Economy as of May…
Hubert Marleau: Forget about rate cuts
by Hubert Marleau, Market Economist, Palos Management The Canadian Dollar and economy as of May 16, 2019 A…
The U.S. Economy Is As Good As It Gets
by Hubert Marleau, Market Economist, Palos Management An economy is the outcome of near-constant interaction between millions of…
Hubert Marleau: Fed argues one-off factors may be cause of sluggish inflation
by Hubert Marleau, Market Economist, Palos Management As expected, the monetary authorities decided to keep their policy rate…
Hubert Marleau: A closer look under the hood of the economy reveals...
by Hubert Marleau, Market Economist, Palos Management Of all the data points that are printed in press, the…
Hubert Marleau: "Missing a round trip is a costly sin of omission"
by Hubert Marleau, Chief Investment Strategist, Palos Management The Weekly Narratives of April 25, 2019: According to data…
