Yesterday’s Commentary touched on the divergence between robust economic growth in the U.S....
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Is Canada A Canary In The Economic Coalmine?
On Wednesday, the Bank of Canada cut its key benchmark rate by 50bps. They have now cut by 150 bps...
CPI Was On The Screws: The Fed Has The Green Light
Yesterday’s CPI report was seemingly the last hurdle for the Fed to cut interest rates. With...
China Is No Longer The Marginal Buyer Of Oil
From 2010 through 2022, the US Energy Information Administration (EIA) calculates that global oil...
What Are Material Stocks Telling Us?
Material stocks have been one of the worst-performing sectors this year, lagging the S&P 500 by...
Housing Affordability Brings Market To A Standstill
Housing affordability helps explain why residential real estate transactions have reached a...
100k Bitcoin
Turn on CNBC, and you will notice a bright green box permanently affixed to the bottom right corner...
Lilly Tops Nordisk In Weightloss Battle
The two market-leading weight loss/obesity drugs (GLP-1), Zepabound (Eli Lilly) and Wegovy (Novo...
The Dollar And Oil Foresee A Santa Rally For Bonds
Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth....
In Store Sales Falter Despite A Good Black Friday
Based on early Black Friday sales estimates, sales were strong, but shoppers were much more...