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Hunt: Global capacity under-utilization leading unemployment higher
Hoisington Management’s Fourth Quarter 2024 Review and Outlook is now available at this link. Always worth a mull. Here’s the main takeaway: “…fundamental determinants of inflation indicate the prospects for slower price increases are even more significant than in any … Continue reading
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Invest and protect in volatile times
Live fireside chat with Danielle and Jay Martin. Here is a direct video link.
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Pent-up listings hope for spring demand
The Bank of Canada (BoC) cut interest rates by 25 bps this morning, bringing the overnight rate to 3%, 200 bps lower than when the central bank started easing in June 2024. Moreover, the BoC announced it would restart quantitative … Continue reading
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