Insights

Discover the latest news and insights from the world of capital markets strategy.

Keep Calm and Look Ahead

With the timing of the bull market return uncertain, historical data suggests positive trends in November and December.

Q2 Stock Market Recap
Q2 Stock Market Recap

US and Global stock market growth was nicely positive in the first half of 2023 but sentiment and economic data remain muddled—what does that mean for investors?

Bullish but Not Pollyanna
Bullish but Not Pollyanna

The US stock market is officially in a new bull market but look past widely discussed news to try and uncover possible lurking negative issues.

Debt Ceiling Letdown
Debt Ceiling Letdown

The recent debt ceiling debate proves that a widely discussed fear of a false factor is a positive for capital markets.

US Social Security
US Social Security Fears

Are you tired of hearing about the debt ceiling in the news? Well, get ready for Social Security.

Reframing Silicon Valley Bank
Reframing Silicon Valley Bank

Silicon Valley Bank’s (SVB) recent failure, along with that of Signature Bank, still has many people fearing the situation will result in a contagion of bank failure.

It's Turmoil, Not a Crisis
It’s Turmoil, Not a Crisis

There is nothing like a shaky market and an old-fashioned bank run to grab investors’ attention.

Canada's Job Growth Quandary
Canada’s Job Growth Quandary

Is Canada’s employment data challenging elementary economic theories and models?

Shiny Gold
Shiny Gold

When analyzing gold and gold prices, there is no limit to the explanations of cause and effect.

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