Saturday, January 30, 2016

US consumer is the last defense against strong dollar drag on the economy

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We continue to receive questions about the impact of the recent dollar strengthening on the US economy. The most immediate impact of cours...
Sunday, January 24, 2016

Currency Realignment and Export Growth

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Guest post by Norman Mogil The realignment of currencies in the past 18 months has been the most dramatic in decades.  A perfect storm is...
Tuesday, January 19, 2016

Big Bad China

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Guest post by $hane Obata It seems like every day we are inundated with news out of China. Investors are already concerned. The offsh...
Sunday, January 17, 2016

Canadians Start the New Year with Some Trepidation

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Canadians Look to 2016 with Trepidation Guest post by Norman Mogil Trepidation is often defined as a worry or fear of what is going to...

Bets against the dot plot go into overdrive

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Continuing with our earlier discussion , betting against the FOMC's dot plot accelerated on Friday, as the Fed Funds futures spiked....
Sunday, January 10, 2016

Four rate hikes in 2016? Markets say "nonsense" even after the strong payrolls report

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On Friday the US Department of Labor report on US payrolls was significantly stronger than expected. Given such excellent economic news on...
Sunday, December 20, 2015

Negative Interest Rates for Canada?

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Guest post by  Norman Mogil Introduction In his December 8th speech, the Governor of the Bank of Canada, Stephen Poloz introduced the ...

Watch the Fed's RRP facility uptake jump at year-end

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The Fed's policy announcement to raise rates had one technical detail that didn't get much media attention but is actually quite i...