Hubert Marleau, Market Economist, Palos Management
285 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...
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
February 17, 2025
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
February 9, 2025
There Are Substantive Factors in Play
by Hubert Marleau, Market Economist, Palos Management February 1, 2025 The stock market regained its footing after Monday’s…
February 2, 2025
Trump’s Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
January 25, 2025
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
January 12, 2025
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
December 30, 2024
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
December 22, 2024
Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
by Hubert Marleau, Market Economist, Palos Management November 29, 2024 The Palos Macroeconomic Commentary will be off for…
November 27, 2024
A Reality Check on Trump’s Trifecta
by Hubert Marleau, Market Economist, Palos Management November 14, 2024 Based on bold promises that Trump and his…
November 17, 2024