Monthly Archives: June 2020

Massive consumer debt bubbles and policies that have encouraged real estate speculation have brought Canada and Australia to a similar tipping point as two of the most over-valued property markets in the world relative to rents and income. When households … Continue reading →

There was a massive surprise in the latest Canadian employment report with the economy adding about 290,000 jobs last month. While welcoming the dramatic surprise, Frances Donald, chief economist at Manulife Investment Management, says we shouldn’t feel too comfortable because … Continue reading →

Speculative hype and hope aside, spread numbers are illuminating. Hedgeye president Michael Blum explores how various governments around the world are dealing with COVID-19 lockdown policies to date and the status of their respective reopening plans going forward. Here is … Continue reading →