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.
Investors are concerned about the deterioration of corporate debt quality.
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.
Transient market volatility has the potential to be thrilling
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.
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.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.