Some numbers Are Not Adjusted

On today's show we are looking at ways to optimize revenue for parking assets. Parking lots are often dismissed as low-yield, interim uses of land. In reality, a well-positioned parking asset is not a commodity, it is an operating business with multiple revenue levers. Most under ...  عرض المزيد

Spencer Patton is based in Atlanta where he is part of Calgary headquartered ICM Asset Management. On today's show we are talking about managing uncertainty. Spencer's company is actively invested in office, residential and industrial in both the US and Canada. To connect with Sp ...  عرض المزيد

Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.

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Welcome to Thoughts on the Mark ...

The US economy has so far withstood the effects of higher interest rates a lot better than expected. Unemployment is still at historic lows, even while inflation has cooled and the Federal Reserve has hiked rates for about 18 months. That's not how things are supposed to work acc ...  عرض المزيد

US fourth quarter GDP data is revised today. This does not give us a slightly less ill-informed picture of economic activity at the end of last year, but it is still likely to miss quite a lot that is going on in the economy. Economies are changing faster than statisticians, and ...  عرض المزيد

Original Release on December 2nd, 2022: While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023?

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Welcome to Thoughts on the M ...