Three-quarters of the way into 2025, and the Canadian and U.S. markets are in a significantly different – yet arguably better – place than where many people expected them to be at the start of the year......
Well, bitcoin is a currency. Bitcoin has no underlying rate of return. You know, bonds have an interest coupon. Stocks have earnings and dividends. Gold has nothing, and bitcoin has nothing......
The Through Line: Organized capital markets play a vital role in facilitating the transfer of funds from those with excess resources to those in need of backing......
The Through Line: Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear......
The Through Line: After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022......
The Through Line: Capital markets absorbed Tuesday’s sizeable downward revision to jobs numbers with a lot more grace than they did a month ago when the run rate of a similar series was also sharply reduced. This week, we dive into the nuances of why...
In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......
Love it or hate it, pumpkin spice season is back. Along with it comes seasonal tales of statistically weak (September) and psychologically intimidating (October) potential market movement. While volatility is likely to reappear, sturdy fundamentals s...
The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......
The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...