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Monthly Archives: August 2010
Stirling Faux interview on Howestreet.com this afternoon
Today we discussed the health of Canada's domestic economy and what the future looks like in the new 'post-credit-bubble' normal of slower world demand, as well as key demographic and investor behaviours that continue to move capital into bonds and … Continue reading
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Bond yields are beckoning the stock market back towards its March 2009 lows
After falling to 2.67 on Friday, the 10 year US Treasury bond yield yesterday continued its dramatic decline breaking below 2.60 to close at 2.58. The 5-year TIPS yield officially went negative last week. The bond market is pricing in … Continue reading
Metals News Interview
I recently did an interview with Metals News on key relationships in the commodity, equity and currency markets. You can view the article here.
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