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Monthly Archives: February 2023
Equity and corporate bond prices still screaming cycle top!
So far in 2023, value-indiscriminate buyers are still pounding into the riskiest low-yielding assets with wild abandon. Take BBB-rated bonds-whose credit quality is just one level above “junk.” At past cycle bottoms (attractive investment opportunities), the US Fed had raised … Continue reading
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Taking Stock with David Rosenberg
It’s not all rosy in the months ahead – a recession is probably coming, and those tend to hurt: David Rosenberg, Rosenberg Research. Here is a direct video link.
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EPB Macro: Housing leading the economy lower
This segment reviews US data, but the trends are similar in Canada. The EPB Housing Deep Dive report is focused on the residential construction cycle (the leading sector of the economy). Here is a direct video link. This report is … Continue reading
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