The Palos Perspective: Three Big Things Saying “Immaculate Disinflation” is Not a Fairy Tale
American exceptionalism may have faded, but not when it comes to the economy. The U.S. economy is still a “shining city on a hill.” Inflation
American exceptionalism may have faded, but not when it comes to the economy. The U.S. economy is still a “shining city on a hill.” Inflation
Fed’s open market committee will meet this week. No change in the policy rate is anticipated. Chairman Powell will push back against the market’s expectation
Timing the market is challenging, yet we continually see investors succumb to the usual parade of fearful news and ultimately waver from maintaining a long-term
The Bureau of Economic Analysis (BEA) reported 2 days before Christmas that the PCE price index had decreased 0.1% m/m in November for the first
Please note that we are currently on a holiday break from publishing our weekly commentary. Note that during this period, we will continue to provide
Please note that we are currently on a holiday break from publishing our weekly commentary. Note that during this period, we will continue to provide
According to the November Survey of Consumer Expectations, conducted by the NY Fed, median inflation expectations declined to 3.4% at the one-year-ahead horizon, the lowest
Please note that we are currently on a holiday break from publishing our weekly commentary. Note that during this period, we will continue to provide
Welcome to our latest newsletter, where we unravel the intricacies of financial planning through the lens of Registered Retirement Savings Plans (RRSPs) In this newsletter,
Welcome to our latest newsletter, where we unravel the intricacies of financial planning through the lens of Tax-Free Savings Accounts (TFSAs). In this newsletter, we
Fifteen years ago, macro commentaries were read by few investors, even institutional ones. Now, however, almost all economic prints have been commoditized by nerdy market
Traditionally, the Canadian Big Six report toward the end of the quarterly earnings season. Last week was no exception as all six reported their Q4
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