
News and Publications
This publication is intended to transform blurry issues into clearer paths, and thereby provide you with reliable markers along the way to a better understanding of the existing and upcoming market environment. Our goal is to highlight, in one page, key information among the quasi-infinite amount of economic and market data available.
January 29, 2010
China's Economic Growth: Can Too Much Of a Good Thing Become a Problem?
January 18, 2010
Are High-Yield Bonds a Strategic or Tactical Asset?
September 14, 2009
Consumer Spending Outlook: The Wealthy are Key
August 24, 2009
Trends in Unemployment: Distinguishing Between Cyclical and Structural Forces
June 23, 2009
Budget Deficits, Monetization and Inflation
June 17, 2009
The U.S. and China: A Partnership in Rapid Evolution
April 16, 2009
Public Private Investment Program
March 27, 2009
The Government as Caped Crusader
February 20, 2009
"S" as in Stimulus
January 30, 2009
Will The Current Financial Crisis Trigger a New Way of Thinking About The Economy?
January 15, 2009
Are the United States of America the new Japan?
November 18, 2008
Bear Hunting Season: Gaining a Historical Perspective
October 23, 2008
Economic and Rescue Plans: Taking on the Crisis on Multiple Fronts
September 23, 2008
Global Economic Deleveraging: The End of an Era
September 17, 2008
Housing in Canada and the U.S. – Tale of Two Solitudes
July 25, 2008
On the Economic Importance of Credit
June 30, 2008
Inflation Trends in Emerging Markets: Buckle your Seat Belt
June 18, 2008
Fannie and Freddie Cry Uncle!
June 11, 2008
Is China Bringing More Changes to the World?
May 20, 2008
Supply and Demand: The Case of Oil
May 05, 2008
U.S. Housing: From Leaky Roof to Flooded Basement
April 23, 2008
Focusing on Food
April 14, 2008
A Tale of Two Crises
March 31, 2008
Two Neighbours, Two Worlds
March 13, 2008
Commodities Rule!
March 06, 2008
When Insurance Creates Uncertainty (second of two)
February 28, 2008
When Insurance Creates Uncertainty (first of two)
February 12, 2008
Some Facts about Recessions and Markets
February 05, 2008
Credit Derivatives – About to be Put to the Test
January 28, 2008
A Rocky Start
January 22, 2008
The ABC of CDO’s
December 13, 2007
Emerging Economies: The Subject of a Positive Controversy
November 23, 2007
Sovereign Wealth Funds: The Next Big Thing
November 16, 2007
When Ducks Fly Vertically