Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
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 Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
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.
Transient market volatility has the potential to be thrilling
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
For the first time in 20 years, markets will have to survive without support from central banks.
Currency movements based onbrexit's outcome.