Hubert Marleau, Market Economist, Palos Management
284 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.
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...
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
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…
April 7, 2025
Liberation Day, the Mar-a-Lago Accord, and the US Dollar
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that: “Trade wars and the end of…
March 30, 2025
Hubert Marleau: More of The Same
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that: “A shift in sentiment from euphoria…
March 23, 2025
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
March 16, 2025
Reprieve Sans Relief - The Tariff-Stock Market
by Hubert Marleau, Market Economist, Palos Management March 7, 2025 The Tariff-Stock Market I ended last week’s Commentary…
March 9, 2025
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
March 2, 2025