Futures markets are pricing 150 basis points of Fed cuts by the end of 2026 (taking Fed policy down to 2.75% to 3%) and 75 basis points from the Bank of Canada (reducing the BoC target to around 2%).

Indeed, on all 8 of the most historically reliable valuation measures (Trailing P/E, Forward P/E, CAPE, price to book, price to sales, EV/EBITDA, Q Ratio, and Market Cap to GDP), the stock market ...

The salad days of near-zero interest rates enabled excess demand and price-insensitive buying across most sectors all at once; that included art markets. After a euphoric frenzy peaked in 2022, art ...

The salad days of near-zero interest rates enabled excess demand and price-insensitive buying across most sectors all at once; that included art markets. After a euphoric frenzy peaked in 2022, art ...

Backward-looking job revisions show the US and Canadian economies have been producing fewer and fewer jobs amid rising unemployment. Mass layoffs are due next. EPB Macro’s Eric Basmajian explains in ...

Aging and leveraged owners are increasingly looking to downsize real estate exposure in many areas all at once. This is a macro theme with legs. Real estate investors are releasing a major housing ...

For sales, semi-detached homes saw the largest sales increase year-over-year by almost 18 per cent. That’s because the supply is more affordable for single-family homebuyers and a more “realistic ...

To find out, we have the good fortune to welcome Danielle Park back to the program.