09 October 2023
Style Chart Pack: The One About Utilities, Materials, And Zombies Among Us
At of the end of September, the S&P 500 was down for two straight months, as the Troika of surging rates, energy prices, and a stronger dollar weighed on performance. Interest rate-sensitive sectors...
29 September 2023
Canada: Canary In The Coal Mine?
Canadian economic growth slowed significantly in Q2, raising the question of whether one of the most indebted economies in the world is buckling under the weight of tight monetary policy. Contrary...
29 June 2023
An Update On The US Housing Market
Recent US housing market data has signaled a potential turnaround in housing construction and new home sales. Permanent site residential structures investment may begin to contribute positively to US...
24 February 2023
The Fed’s Low Neutral Rate View: Fact Or Folly?
The possibility that the Fed could cut interest rates later this year if inflation falls more than they expect has caused a renewed focus by market participants on the Fed’s neutral rate views. Owing...
