February 28, 2020

On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had resulted in fear-based market sell-offs that ultimately became good buying opportunities.  During the 2003 SARs outbreak for example, Global markets rapidly fell 12%, but then quickly recovered once the...

March 25, 2019

As most economists expected, the Federal Reserve held interest rates steady last week.  Despite the uneventful outcome on rates, markets had several volatile sessions as investors digested the Federal Reserve’s economic outlook.  The bottom line is that economic risks are increasing, and short-term interest rates are likely to remain flat...

June 18, 2018

With 2018 nearing the halfway point, now is a great time to sort through the headlines and get to the bottom of what’s been going on in the markets recently. US markets have been slightly up on the year thanks to the continued presence of healthy fundamentals and positive surprises on earnings. We’ve also seen unemployment nudge lower and...

December 18, 2017

Over the last year, the 10-year US Treasury Rate has remained virtually unchanged. While it remains one of the most important rates to keep track of, it also does not tell the full story of what has happened in 2017. As we look at the different lengths of US debt, we can see that the yield curve has significantly flattened as short-term r...

September 26, 2017

Coming out of a recession, it is natural for wage growth to slow down especially as unemployment rises. However as unemployment drops during the recovery and competition for employees picks up, it is assumed that wages will grow faster. Since 2008 we have seen only a modest uptick in wage growth despite being below historical averages of...

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