Hoisington’s Q4 2024 Review and Outlook explains the historical significance of these key indicators. Here’s a taste: Factories across the world are growing increasingly idle. Global industrial ...

Tariffs and government spending cuts will weigh heavily; it seems that’s by design.

Delinquencies and motivated property sellers are rising sharply in America, too. While U.S. new home completions rose 10% ...

China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is ...

Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans into his more than ...

Tariff wars, consumer debt and Canada’s outlook. Here is a direct video link.

Danielle DiMartino Booth, CEO of QI Research, discusses the release of the latest Fed minutes, and what’s next for monetary policy in light of an ongoing trade war. Here is a direct video link.

Canada’s economy is now particularly vulnerable as the housing bubble mean-reverts the ‘wealth effect’ (they always do), and we have fewer income-generating businesses and technologies to help lower ...