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Happy Friday! Keep Looking up! In this episode, my guest is Ari Wallach, most recently an adjunct associate professor at Columbia University’s School of International and Public Affairs and host of a new TV series titled A Brief History of … Continue reading →

Four easing cycles have seen the Bank of Canada deliver larger than 25 basis point rate cuts at a time: 2001, after the US dot-com bubble and Sept. 11 attacks; during the global financial crisis; in the COVID economic shock … Continue reading →

On September 18, the US Fed cut its overnight target rate by 50 basis points (bps), and risk markets went wild. Stock and corporate debt prices have risen to more all-time highs, and real estate bulls rejoice that lower interest … Continue reading →