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An initial reading the Chinese manufacturing sector saw activity drop to an 11-month low in March, but analysts may be more worried about the government’s push for much-needed structural reforms. Here is a direct video. Listen to the long always … Continue reading →

After a short-lived rebound in energy shares between January and February, the energy sector index (XEG) remains down 35% from its June 2014 high. Interim bounces notwithstanding, it is likely that energy shares have further to fall as investors lose … Continue reading →

2015 is off to a weak start in Canada: both manufacturing and retail sales fell 1.7% in January while exports fell 2.8%–so far a much weaker loonie is not having the boosting effect that bulls had forecast. The Bank of … Continue reading →