Insights

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

... we believe that we remain in a window of time where the range of potential U.S. economic outcomes remains wider than normal given the significant change in interest rates that occurred over the past few years...

In recent months, concerns have re-emerged in the U.S. regional bank sector, with investors focused on potential losses in commercial real estate loans. These loans are disproportionately held by small to mid-size U.S. banks.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

We take a look at the state of the markets, with a focus on the dichotomy between positive headlines around the U.S. economy and the overall tone of the outlooks and commentary from management teams that have been more guarded.

We discuss the recent weakness in markets with a particular focus on bond yields.

We discuss the strength in oil prices and the headwind it presents to inflation.

Ahsen & Trevor provide their thoughts and insights on the markets - This week, discussing Big Tech's impact in 2023.

Ahsen & Trevor provide their thoughts and insights on the markets . This week, analyzing the impact that the North American job market will have on the economy moving forward.