The U.K. - Success and The Challenges Ahead

 April 30, 2021 |Michael Capobianco
Buoyed by a vaccine program that’s racing ahead, accelerating manufacturing activity, and a resurrection of the services sector, the UK outlook has acquired a healthier glow. The UK’s vaccination program has been a success, both in terms of procurement...
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Breaking Down The Biden Tax Proposed Tax Hikes

 April 23, 2021 |Michael Capobianco
The Biden corporate tax hikes look more like a matter of when, not if. Markets are contemplating just how much they will eat into profits. hikes in and of themselves will be the make-or-break factor for stock performance. Let’s explain how the U.S. equity...
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What The Bond Market Is Telling Us

 April 16, 2021 |Michael Capobianco
While the economic data through April has only been good news, but the puzzling drop in global yields seemingly suggests the opposite. Investors have been left to wonder if we’ve already seen the top. Following a neck-breaking start to 2021, Treasury...
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The Real Cost Of The Biden Plan

 April 11, 2021 |Michael Capobianco
With the Biden administration poised to ramp up government spending further, markets are casting a wary eye on inflation. But the infrastructure plan—if it gets through Congress—has the potential to improve existing, highly supportive policy, and we look...
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Europe's Role In The Global Recovery

 April 02, 2021 |Michael Capobianco
As we have experienced in Canada, we are also seeing a widening gap between Europe and the U.S. as lackluster vaccination progress and stimulus with less immediate firepower are hamstringing economic recovery efforts. Growth will likely accelerate, which...
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