Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.