Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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Weekly Oil Views: Iran Nuclear Deal Evades Rescue, Putting Oil Markets on Notice
The probability that Britain, France and Germany would be able to bridge the divide between a hawkish US administration under President Donald...
330 Views
Rising Canadian Crude Production: Too Much of a Good Thing?
The predicament of rising crude production and constrained access to markets is not a new one for Canada. But it may be about to get worse.The...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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