Oil and gas prices are rapidly rising around the world amid the U.S.-Israel war with Iran. Andrew Chang explains what’s driving the surge and why predicting the next moves in the oil market is so ...

Energy producer profits and government natural resource royalties rise alongside oil prices, and this is true for Canada and the U.S. as oil exporters. In Canada, the sector is smaller than a decade ...

Moreover, today, inflated prices are global, with equity valuations at historic highs across all major markets (the 12-month ...

Many affluent retail investors were drawn to the space by the high dividends on offer, with annualised total returns eclipsing 8 per cent over the past decade, according to S&P Global. The recent cuts ...

Distributions as a percentage of net asset value remained at 14% last year — the second-lowest level since the depths of the 2008 financial crisis, according to a new report from Bain & Co. And the ...

Macro shocks are a constant throughout time. The market impact is often dramatic in the short-term. Longer-term, outcomes vary depending on the level of optimism that was priced in when the shock hits ...

Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity ...

Recently, more analysts and industry experts have been sounding this alarm. CIBC economists published a report last week noting that “the decline in homebuilding and falling home prices have ‘clear ...

There are many thought-worthy macro insights in this discussion. My sharing does not suggest my endorsement of the new ETF being promoted Today’s guest has long predicted that widespread systemic ...

Far-reaching, worthwhile discussion in this segment. On episode 226 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ...

Residential real estate is the most widely owned and highly leveraged asset class for households. For these reasons, housing cycles have outsized effects on consumer confidence, spending, the economy ...