In the News
Articles
Citations
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MRB on Exchange Rates.org U.K. – August 7, 2026

MRB on Exchange Rates.org U.K. – August 7, 2026
MRB Partners says the Canadian Dollar’s historical sensitivity to crude oil has “diminished materially over the past decade”, leaving domestic housing, credit and growth risks with far more influence over the currency.
Click Here Exchange Rates.org U.K
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MRB on Business Insider – July 30, 2026

MRB on Business Insider – July 30, 2026
MRB Partners says to watch two “red lines” to know when to de-risk. The war in the Middle East is far from being over, and may yet trip up risk asset markets and the global economy. While the most likely scenario is that a de-escalation will occur before the red lines are fully crossed, the probabilities of such dire outcomes have risen. Moreover, periodic hostilities will likely remain a fact of life for some time
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MRB on Business Insider – March 4, 2026

MRB on Business Insider – March 4, 2026
Phillip Colmar, a partner in global strategy at MRB Partners said that the AI infrastructure buildout would lead to higher consumer costs. His outlook bucks the conventional view that productivity gains will lead to lower price growth — and the view that AI could even be deflationary if it sparks higher unemployment.
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MRB on Business Insider – January 27, 2026

MRB on Business Insider – January 27, 2026
MRB Partners contradicted the popular belief that AI is the main driver of GDP and that the “narrowly concentrated” and “extremely vulnerable” growth would tank the entire economy once it falters.” In short, without an AI boom, there would have certainly been less GDP growth last year, but there would also be fewer imports, so that overall real growth would still have been decent,” wrote economic strategist Prajakta Bhide.
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MRB on CNBC – January 26, 2026

MRB on CNBC – January 26, 2026
The AI boom and investment in data centers heavily influenced GDP in early 2025, causing many economists to suggest AI investment was the savior of an otherwise-stagnant domestic economy. However, MRB Partners U.S. economic strategist Prajakta Bhide reveals that consumption was the most crucial driver of U.S. GDP growth last year, which is usually the case in periods of economic expansion. AI-related capital expenditures were the second-biggest driver, she said.
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MRB on Yahoo Finance – November 5, 2025

MRB Yahoo Finance – November 5, 2025
Investing.com–JPMorgan CEO Jamie Dimon’s recent warned cockroaches skittering through credit markets following bankruptcies of auto companies Tricolor Holdings and First Brands, stoking fears of a credit cycle turn. However U.S. equity strategist Salvatore Ruscitti at MRB Partners say the kitchen’s still clean pointing to data showing sturdy credit metrics that will likely get helping hand from Fed rate cuts and a healthy economy.
VIDEO & AUDIO
Appearances
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MRB on CNBC – July 25, 2024
Peter Boockvar, Chief Investment Officer of Bleakley Financial Group, and Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, discuss the markets’ steep sell-off yesterday.
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MRB on Nasdaq – May 15, 2024
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.
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MRB on BNN Bloomberg – May 13, 2024
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.
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MRB on Bloomberg Radio – April 25, 2024
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.
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MRB on BNN Bloomberg – April 5, 2024
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.
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MRB on BNN Bloomberg – March 7, 2024
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.
