Economy

Setting The Record Straight On Canada-U.S. Trade

What rankles Canadians the most is the total mischaracterization of the trade relationship and the complete denial by the Trump Administration as to the facts of the bilateral relationship. Let’s look at the overall situation and then some specific sectors that have been singled out in the cross-border trade disputes.

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The Data Says This Bull Market Still Has Legs

Over the next 12-18 months we expect the US market to outperform the rest of the world as we head into the final stages of this economic expansion. This article is a quarterly review our US macro indicators to see if they confirm or reject our primary macro thesis.

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WTF – Why Tariffs For Canada?

It continues to be baffling beyond words how Canada has ended up being among the Trump administration's "most wanted" trade villains. In a client note, Doug Porter, the chief economist at the Bank of Montreal, set aside his usual analysis for a "rant" that pretty much demolished the argument that Canada is the trade villain Trump makes us out to be.

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We’re Heading to the Great Reset – Prepare Now

The entire world went into debt for the equivalent of tropical vacations and, having now enjoyed them, realizes it must pay the bill. The resources to do so do not yet exist so, in the time-honored tradition of lenders everywhere, we extend and pretend - but with our ability to pretend almost gone, we’re heading to the Great Reset.

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