Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
An update from the front lines of the Trade War, with a focus on implications for investors
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.