Section
Trade
160 posts
Canada’s Bridgegate
by Vaibhav Tandon, Northern Trust Disruptions from Canada’s protests further expose the vulnerability of supply chains. Beyond economic…
February 23, 2022
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Global Economy Has An Inventory Problem
New virus outbreaks in supplier nations are adding to inventory problems. by Carl Tannenbaum, Executive Vice President, and…
August 17, 2021
Will the U.S. Dollar Lose its Reserve Status?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for Financial Research We are…
March 21, 2021
U.S.-China Phase One, Measuring Inequality, Canada’s Fiscal Stimulus
The first trade accord between the U.S. and China leaves plenty of tension in place. by Carl R.…
January 26, 2020
Collateral Damage
by Brad Tank, CIO, Fixed income, Neuberger Berman China and the U.S. are perhaps the biggest source of…
September 10, 2019
3 Reasons Why More Tariffs are Bullish for Government Bonds
by Bryce Coward, CFA, Knowledge Leaders Capital Today’s news of 10% tariffs on a the remaining $300bn of…
August 7, 2019
Canada: An Inflection point?
by Hubert Marleau, Market Economist, Palos Management Is Canada at an inflection point? Just as almost everybody was…
June 11, 2019
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…
June 6, 2019
Maersk, the Largest Shipping Company, Warns on 2019 World Economic Outlook
Danish shipping company Maersk, the world's largest shipping company, is in a position to authoritatively say that what…
February 22, 2019
Equity Leaders Weekly: Copper indicating trade bullishness, Biotech indicating increasing risk appetite
Equity markets in North America and Asia Pacific have resumed their upward course this week after spending the…
February 22, 2019