Research Highlights



U.S. Inflation: Only A Pause In The Cyclical Uptrend – August 15, 2022
Global Equities: First It Was Valuations, Now It Is Earnings – August 8, 2022
Time To Be Tactical – August 1, 2022
Implications Of An End To Deleveraging – July 25, 2022
U.S. Recession Bets: Still Premature – July 18, 2022
Fear Breeds Opportunity – July 11, 2022
Elevated Anxiety – July 5, 2022
Canada: Monitoring A Global Economic Weak Link – June 27, 2022
Financial Assets Are Hostage To A Central Bank Pivot – June 20, 2022
Bonds Are Still Not Cheap – June 13, 2022
Oversold Bounces, But The Cycle Has Further To Run – June 6, 2022
Government Bonds: A Decade Of No Real Returns – May 31, 2022
Investment Cycles: Shorter And Less Profitable – May 23, 2022
U.S. Inflation: A Reprieve For Bonds? – May 16, 2022
A Challenging Backdrop – May 9, 2022
Extraordinary Times – May 2, 2022
Unwinding The Valuation Distortion In Government Bonds – April 25, 2022
U.S. Goods Inflation To Cool, But Watch Out For Service Sector Inflation – April 18, 2022
Will The Fed Tighten Too Much? – April 11, 2022
The U.S. Yield Curve: Bullish Or Bearish For Growth? – April 4, 2022
Unwinding A Huge Distortion – March 28, 2022
U.S. Rate-Hiking Cycle: Longer And Higher – March 21, 2022
Looking Beyond The War – March 14, 2022
No Place To Hide – March 7, 2022
Is The European Economic Recovery In Jeopardy? – February 28, 2022
The Coming Clash Between Elevated U.S. Debt Levels And Higher Interest Rates – February 22, 2022
The ECB’s Hawkish Pivot – February 7, 2022
Powell Pivot: Part II – January 31, 2022
Global Financials: Winners From The Rotation In Equity Leadership – January 24, 2022
Global Equities And Fed Rate Cycles – January 18, 2022
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