What’s in your wallet?

May 31, 2020 |Dann Cushing

Starting on a bit more of a personal note than usual, have you noticed your credit card bill lately? With a high degree of confidence,...

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Be Careful What You Wish For

Jan 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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Waiting for Godot

Nov 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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Size Matters

Oct 15, 2019 |Dann Cushing

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

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Action, reaction

Sep 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

Sep 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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Variety of Events Warrant Reassessment

Aug 18, 2019 |Dann Cushing

What an uncomfortable period we are in for global financial markets. First, a variety of small and idiosyncratic events loom with the threat of ballooning into something bigger...

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Subdued before Q2 Earnings

Jul 14, 2019 |Dann Cushing

In the absence of other news flow, the investors focused primarily on positive signaling from the Fed – specifically on Jerome Powell’s testimony...

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Uncertainty Ahead

Jul 01, 2019 |Dann Cushing

Highlighting uncertainty in financial markets is typically a low-value-add comment – that is their whole reason for existence, after all. We are also acutely aware of the risks of confirmation bias. Nevertheless, there are enough tangible risks

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Core Questions for Financial Markets

Jun 15, 2019 |Dann Cushing

Equity markets rose 4%, recovering about half of May’s losses as we entered wait-and-see period. The core question for financial markets remains whether trade-inflicted damage on business confidence will take hold faster and/or outweigh the benefit o

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