The Economic Risk of Taiwan
Nov 2024 Issue
In This Issue: Taiwan is indispensable to the technology sector given its leadership in semiconductors China’s intentions towards independence of Taiwan raise economic risks US, Europe and Japan focused on rebuilding domestic semiconductor capacity The key forces propelling the economy forward are innovation and advances in technology which compound upon…
Read moreAI Challenging Climate Goals
Jul 2024 Issue
In This Issue: Artificial Intelligence’s rise is not without challenges AI showing great promise for the global economy AI’s enormous energy appetite is going to challenge climate goals of policymakers AI’s future will depend on more energy One of the hallmarks of the US economy for over a century has…
Read moreCanada’s Challenge: Closing the Productivity Gap
Apr 2024 Issue
In This Issue: Canada’s economic malaise Caught in a population trap US economy sets the productivity bar Rising population and labor supply will not bail out Canada from its challenges The story of major economies of the world undergoing a prolonged period of malaise is more frequent than it might…
Read moreThe Red Sea’s Inflation Risk
Feb 2024 Issue
In This Issue: Global shipping chokepoints expose risks Vulnerability of supply chains exposed again Inflation risks are put back on the table Houthi militias hold the cards if the Red Sea is going to cause wider economic risks Over the last several decades, military and shipping industry experts have warned…
Read moreThe US National Debt Challenge
Feb 2024 Issue
In This Issue: 2001 consensus was for the US to be debt free by 2010 Rising spending and the pandemic spiked debt Facing hard choices at a challenging time Canada showed debt can be solved For over a generation, fears about the US national debt have ebbed and flowed. A…
Read moreChina’s New Normal
Feb 2024 Issue
In This Issue: China’s economic challenges China real estate sector causing significant disruption China’s population expected to fall 50 percent by the end of this century Implications for the global economy Over a decade ago, many scholars and commentators had concluded that China’s economic rise would mark this century as…
Read moreBanks Create New Hurdles for Economic Growth
Feb 2024 Issue
In This Issue: The 2020s nothing like the Roaring 20s Add bank failures to the mix of worries SVB’s failure is not a systemic issue so far Credit tightening helping Fed with inflation Big 4 banks act as safe ports in the storm It is said that the 1920s was…
Read moreCrossborder Retirement Pensions
Aug 2023 Issue
Many Canadian and American expatriates we encounter need guidance with respect to their government pension planning. Commonly, they will have worked in both countries and have accumulated both Canada Pension Plan (CPP) and US Social Security (SS) pension credits. The question then becomes, “which pension do I apply for when…
Read moreInflation Optimism & Recession Fears
Feb 2023 Issue
In This Issue: 2022 was not all bad Positive surprises being masked China’s policy U-turn is a mixed positive Inflation battle beginning to turn Mild recession if policy errors avoided At the start of every year, one of the long-standing traditions in the investment world is for strategists to publish their…
Read moreBonds Finally Get Interesting
Nov 2022 Issue
In This Issue: Bond markets are pivotal to markets Policy errors destroy bond returns Balanced portfolios showing historic declines Bond price drop creating attractive valuations The late comedian Rodney Dangerfield was known for the famous line “I don’t get no respect.” When it comes to investing in the financial markets,…
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