Ted’s Macro View – Trump Trade Evolves: Global ETFs Portfolios for Canadian Investors

Leading global ETF performers evolved in 1Q17 that reflected, in part, the markets’ changing assessment of Trump’s ability to implement his election promises Source: Ted Carmichael Global Macro The first quarter of 2017 is in the books, so it’s time to review the performance of our global ETF portfolios. The quarter kicked off with the inauguration…

Read More

More Than One Worry Is Hitting Bond Markets

Bond yields keep going up in response to higher inflation, lower global risk, and changing central-bank policies. Source: The Wall Street Journal There is a little bit of fear creeping into government bond markets. It is about time, even if investors are still underestimating how much long-term Treasury rates could rise from here. Government bonds are…

Read More