Westwood's Helfert: Don't fight central banks...

Jim Welsh, the strategist behind the Macro Tides and Weekly Technical Review newsletters, says that the market's underlying strength won't stop a short, fast decline of as much as 7%, but it will provide strong resistance to a full-blown correction or bear market. Welsh notes tha ...  Show more

Sal Gilbertie, chief executive officer at Teucrium Trading — which runs commodity-oriented ETFs — says that war in the Middle East will have mostly short- and medium-term impacts on markets, commodities and inflation, noting that "If you're not already long energy, you're taking ...  Show more

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and ...  Show more

While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, rec ...  Show more

Bank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views ...  Show more

Long-term investment strategist and co-founder of GMO Jeremy Grantham has made a name for himself as a bubble spotter. In this interview with Mike Green of Logica Capital Advisors, Grantham argues that although we are again in a market bubble, it has an entirely different make up ...  Show more