Tug of War

February 03, 2020 |Dann Cushing

If you were strictly looking at financial data, the latter half of January was very constructive for markets. About 50% of US companies reported...

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Be Careful What You Wish For

January 14, 2020 |Dann Cushing

Be careful what you wish for because you just might get it, as the saying goes. The last quarter of 2019 chased away recession fears...

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Buy the Rumour, Sell the News

December 16, 2019 |Dann Cushing

So goes the old trading floor saying, and the news this past week was obviously very big…

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Festive Spirit

December 02, 2019 |Dann Cushing

It’s difficult not to enjoy the profits that equity markets have bestowed upon us all through November. What’s more, the general sense of...

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Waiting for Godot

November 18, 2019 |Dann Cushing

In the empty space that follows a deluge of new information, the behaviour of financial markets can often be quite telling....

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Grace Under Fire

November 04, 2019 |Dann Cushing

The balance of probabilities in equity markets has been to the downside since May:...

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Size Matters

October 15, 2019 |Dann Cushing

In the last update, we proposed the following key question for financial markets: ...

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Asking the Right Questions

October 01, 2019 |Dann Cushing

After a noisy summer for financial markets, each passing week in September has been helpful for refining the proper question to ask...

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Action, reaction

September 16, 2019 |Dann Cushing

It was a busy couple of weeks for pundits. Amidst the now normal, daily changes in trade policy, this summer’s one way decline in interest rates abruptly reversed. The reaction...

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Dog Days are Over

September 02, 2019 |Dann Cushing

Financial markets finished off the dog days of summer in a fitting fashion for 2019: rapid-fire political jabs...

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