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To grow or not to grow: U.S. and Canadian M2

Have central bankers done enough to get inflation under control? We believe that monetary policy and the credit cycle are powerful forces, but we suspect that things on the inflation front will be a lot more difficult than the fashionable market crowd suspects. To learn more, read the April 2023 Canso Market Observer.

Historical

2023

Longing for yield To grow or not to grow: U.S. and Canadian M2

2021

Is space a worthy investment? The concerns a taxable investor should consider in a low-rate environment

2020

Market recovery and speculative investors Central Bank stimulus & trading in the credit market Credit market volatility & value in corporate debt The risks of the increasing duration in the corporate bond index The cost of inflation when investing in a low yield environment

2019

Recent challenges in the Repo market Investing in a low rate environment BBBs and other things Trump’s influence on Federal policy The effects of politics on policy

2018

Advantages of active portfolio management in an inefficient market Importance of the US 10-Year Treasury yield within financial markets Protecting against rising interest rates
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