Mike's blog

The On Again Off Again Recession Call!

October 18, 2024 - Drake Dietrich

The jury is still out on the American unemployment picture forecasting a recession, but the picture should become clearer in the next two quarters.

A Change in Market Focus May Mean a Change in Market Direction

September 11, 2024 - Drake Dietrich

It seems as if a change of seasons may usher in a change of reasons for stock market investors to focus on different data points than they were earlier in the year.

Generative AI: enablers and adopters

July 30, 2024 - Drake Dietrich

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

Canadian and American interest rate spreads to widen

July 5, 2024 - Drake Dietrich

In the fall of last year, I suggested an out of consensus view that interest rates in Canada would fall quicker and by a greater degree relative to American interest rates. Well, it took longer than I expected, but the “tail of two cities” scenario” I eluded to between Canada and the U.S. that I suggested would unfold, is in fact happening! I don’t always get it right by any means, but I’ll pat myself on the back for this one!