MacroResearchBoard

MRB Partners Global Strategist Phillip Colmar joined a segment of Nasdaq Trade Talks with host Jill Malandrino to chat about Fed policy as well as the outlook for bond markets, corporate earnings, and equities.

Phillip Colmar, managing partner and global strategist at MRB Partners, joins BNN Bloomberg to discuss his market outlook. Colmar says stable bond yields will support a rally in equity markets. When it comes to his top sectors for investing, he like U.S. financials, energy and industrials.

BNN Bloomberg

Phillip Colmar, Global Strategist at MRB Partners, joined Bloomberg Radio hosts Tom Keene and Paul Sweeney to discuss the latest U.S. GDP release and the outlook for Fed policy, the bond market, and equities.

Phillip Colmar, managing partner and global strategist at MRB Partners, joins BNN Bloomberg to discuss his rate cut expectations. Colmar adds a sector rotation is underway. He advises investors to stay away from sectors with high valuations.

BNN Bloomberg

Phillip Colmar, managing partner and global strategist at MRB Partners, joins BNN Bloomberg to discuss his view on markets. Colmar likes large-cap U.S. financials, aerospace and defense, energy stocks and health care. He is cautious on U.S. technology, consumer discretionary, regional banks and Canadian Financials.

BNN Bloomberg

MRB Partners Global Strategist Phillip Colmar joined CNBC Worldwide Exchange host Frank Holland to discuss whether U.S. technology stocks are in a bubble. 

CNBC

MRB Partners Global Strategist Phillip Colmar joined Bloomberg Radio hosts Tom Keene and Damian Sassower to discuss the outlook for the Federal Reserve and Bank of Canada as well as their bond markets. 

Phillip Colmar, MRB Partners Global Strategist, joins Yahoo Finance to discuss the disconnect between consumer confidence and economic data and the state of the market as investors await PCE data. He also explains why he believes investors should brace for a no-landing outcome.

Yahoo! Finance

Phillip Colmar, global strategist at MRB Partners, says that the Federal Reserve is not going to give the market the five or more interest rate cuts it has been expecting. As a result, he suggests banking on bond yields that will stay higher for longer.

Money Life

Phillip Colmar, managing partner and global strategist at MRB Partners, joins BNN Bloomberg to discuss why big tech earnings could continue to disappoint. He discusses why he prefers to invest in other cyclical areas like U.S. and European banks, defense and aerospace.

BNN Bloomberg

Phillip Colmar, Global Strategist at MRB Partners joined Bloomberg TV hosts Katie Greifeld and Romaine Bostick live from the studio to talk about why the economy will not justify the deep Fed rate cuts currently priced into financial markets. He also noted which equity markets are most appealing in the current macro environment.

Bloomberg

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, discusses expectations for Fed policy, monetary conditions and areas of interest in the markets on Bloomberg Radio.

Bloomberg Radio

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, says that despite data on Friday (Dec. 22) showing that the U.S. inflation rate continues to moderate, by mid-2024 it will be “well north” of where the Federal Reserve expects it to be.

Reuters

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, provides his 2024 outlook for markets and cautions about the TSX given economic risks, including housing bubble. He warns that the Bank of Canada must abandon its inflation objectives and prevent debt deflation by cutting rates: “there is no such thing as a mild recession in Canada”.

BNN Bloomberg

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, explains why the U.S. Federal Reserve’s target rate of 2% annual inflation may not be possible without pushing the U.S. economy into a recession.

Reuters

Phillip Colmar joined BNN Bloomberg with host Jon Erlichman for a conversation about the future of the Canadian economy, the country’s debt levels, how mortgage rates are playing a role in the overall economic picture and which sectors he is watching.

BNN Bloomberg

Phillip Colmar, Global Strategist at MRB Partners joins Elias Makos to discuss the real estate bubble and the painful mortgage resets that millions of Canadians are now facing.

CJAD 800 AM

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins to talk about the U.S. and Canadian economies, housing markets, central bank policy and the outlook for financial markets in both countries. Hosted by Paul Sweeney and Matt Miller.

Bloomberg Radio

“The economy is not buckling under the current cost of capital, and if it’s not, then what’s the point of pricing in rate cuts…there’s no real case for the Fed to cut here.”

Yahoo! Finance

Phillip Colmar, Managing Partner at MRB Partners, joined David Clement on The News Forum this week to discuss how the Canadian housing bubble could soon become destabilizing.

The News Forum

Phillip Colmar, managing partner and global strategist at MRB Partners, joins BNN Bloomberg. Colmar says the Canadian economy is highly susceptible to higher rates and he warns about contradictory tendencies in house prices similar to what we saw in the U.S. in the late 2000s.

BNN Bloomberg

MRB Partners Global Strategist Phillip Colmar notes “if you’re not getting a recession, you’re not getting weakness, you’re getting a strong job market or a durable job market, the Fed has no hope of getting close to its two percent inflation target.”

Yahoo Finance!

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about the global economy and outlook for the markets. Hosted by Paul Sweeney and Matt Miller.

Bloomberg Radio

Phillip Colmar, Managing Partner and global strategist at MRB Partners, joins BNN Bloomberg to discuss how Canada’s economy will fall behind peers and how it will have a negative effect on Canadian banks.

BNN Bloomberg

Phillip Colmar, Global Strategist at MRB Partners, joins CTV News host Todd van der Heyden to discuss Canada’s real estate bubble and the impact for the economy when it bursts.

CTV News

Phillip Colmar, Managing Partner of MRB Partners, joins CTV News host Todd Battis to discuss the vulnerabilities created by Canada’s twin bubbles of home prices and household debt. 

CTV News

Phillip Colmar, Global Strategist at MRB Partners joins Elias Makos to discuss the real estate bubble and whether people considering getting into the business should wait to jump in.

CJAD 800 AM

Managing Partner and Global Strategist, Phillip Colmar, joined host Nicole Petallides on TD Ameritrade Network’s “The Watch List” to discuss the equity rally and why investors should watch the 10-year treasury yield closely in today’s market.

TD Ameritrade

Phillip Colmar, Managing Partner, joined Bloomberg Radio to talk about the equity market in a higher interest rate and bond yield environment. Hosted by Jessica Menton and Paul Sweeney.

Bloomberg Radio

“And the reason is I think is investors have really pulled away from their recession forecast. They’re upgrading growth, which is positive to broader value indexes and broader swath of equities, and at the same time, bond yields are remaining capped here.”

Reuters

The probability of a recession this year is much lower than most believe, notes Phillip Colmar. He discusses economic trends investors should be watching, as well as what inflation data means for Fed policy, and that the market has been mispriced in expecting Fed rate cuts later this year.

TD Ameritrade

Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Hosted by Kriti Gupta and Madison Mills.

Bloomberg Radio