Section
Economy
4798 posts
NBI CIO Office: So, have we landed yet?
by Martin Lefebvre, CIO, & Asset Allocation Team, National Bank Investments Highlights The third quarter ended on a…
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...
Jurrien Timmer: Looking Up
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Month-end, quarter-end. It was a busy…
5 reasons tariffs haven’t wrecked the U.S. economy
by Tryggvi Gudmundson and Tom Cooney, Capital Group Turmoil in financial markets over U.S. tariffs has died down…
Fiber Optics vs. Data Centers: Dotcom and AI Comparisons
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. In…
When the Dollar Sneezes, Commodities Catch a Cold
by SIACharts.com Over the past year, commodity markets have been heavily shaped by the evolving direction of the…
The Supermajor Era in Homebuilders
by Will Keenan, Analyst, Smead Capital Management Dear fellow investors, The excesses of the 2000s subprime housing bubble…
High yield bonds: Can tight credit spreads persist?
Fixed Income Portfolio Managers Brent Olson and Tom Ross consider current credit spread levels and offer reasons why they could remain rangebound for some time.
Liz Ann Sonders: Record Highs, Thin Ice—The Mag 7 Mirage Beneath the S&P
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company LIZ ANN SONDERS: Hi, everyone. I am Liz…
Canada’s Big Comeback: Markets, Momentum, and Major Projects
By the time September 2025 rolled around, the markets looked a lot like the season itself—unexpectedly vibrant. At…
Defying gravity
by Richardson GMP Research Bucking the September trend Q4 outlook – mildly defensive Less Canada More international –…
Canada’s Trade Gap Widens as Tariffs Shake Confidence — But the Worst May Be Over
A Tariff Hangover Hits Canada’s Trade Balance Canada’s trade deficit swelled to $6.3 billion in August, marking the…
Gen Z Uprising
Labor markets are not keeping pace with young adult populations.
Q4 2025 Outlook – Happy Markets
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments At the three-quarter mark, how could we sum…
The Delayed Impact of Tariffs
Why hasn't the broader global economy felt the full effect of tariffs on imports?
History Rhymes – Don’t Forget It
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
