Market Overview

The Tactical Trend Allocation strategy seeks to identify favorable investment opportunities among six primary asset classes. Capital is rotated to the specific markets that our portfolio managers...

The Greeks voted 'no' and should be applauded for their valor!Knowingly or not, their no vote has added extra cards to their hand. They now have more options than they would have had with a 'yes'...

The negative trend in global energy prices has continued to be problematic for the Canadian economy. Persistently weak energy prices have caused a significant dip in monthly GDP with May showing a...

It’s a slow day for scheduled economic news, although the unscheduled headlines will continue to grab the crowd’s attention, courtesy of a certain macro tragedy unfolding in real time. As...

For at least a week I have seen numerous headlines and articles purportedly offering Greece a "last chance".We saw the same headlines before both of the prior Greek bailouts. Thus, and in spite of the...

Following the victory of the “No” vote in Greece’s referendum, the ECB decided to continue providing Greek banks with access to Emergency Liquidity Assistance (ELA).The haircut on...

The latest JOLTS report (Job Openings and Labor Turnover Summary), data through May, is now available. The first chart below shows four of the headline components of the overall series, which the BLS...

At last year's Jackson Hole Symposium, Fed Chair Janet Yellen delivered an extended analysis of "Labor Market Dynamics and Monetary Policy". Her speech essentially reviewed the ongoing debate over the...

I really hope that this is my last post on Greece for a long, long time...I recently wrote a post on Greece discussing how both sides are right and both are wrong at the same time (see What would...

The train to a better destination has already left the Greek station. It can no longer get there from here. What is at stake now is the kind of pain Greece prefers to bear. Is it the kind of pain and...

Despite the gravity of the situation in Greece, markets remained relatively calm yesterday. Pullbacks recorded for North American stock markets and the euro were approximately 0.5%, while the widening...

Can you decipher the notes?:It’s now coming into Wednesday after the weekend’s referendum vote, and low and behold, Greek banks are still closed, deadlines are still being pushed back, and...

"Within every great crisis, lies a great opportunity"This statement holds true for this occasion as well, and here are a few assets to pay close attention to after the situation in Greece blows...

When the bailout of Greece occurred in 2010, the IMF and the Euro Zone put up 110 billion in euro loans.The largest Greek exposure (40%) at the time was French banks. Over time, the French issued...