Global
Macro Research

Archives: 2010 — Sep–Oct

Are bullish retail investors a contrarian indicator
- Financial Post, October 29, 2010

Gold not the alternative currency everyone thinks
- Financial Post, October 28, 2010

Energy and Financials a possible yield opportunity
- Financial Post, October 26, 2010

Dollar doldrums: no end in sight
- CNNMoney, October 25, 2010

PBOC Hike: Market watchers react
- Wall Street Journal, October 19, 2010

Citigroup eases bank fears
- Financial Post, October 18, 2010

Trading Day: Value in Global Equities
- BNN, October 14, 2010

What QE means for stocks
- Financial Post, October 14, 2010

Emerging market equities favoured over bonds
- Financial Post, October 8, 2010

Japan tough on investors
- Financial Post, October 7, 2010

Large-cap global stocks poised to outperform small-caps
- Financial Post, October 4, 2010

U.S. Business-consumer confidence gap fits trend: chart of the day
- Bloomberg, September 20, 2010

Lack of P/E expansion worrying, says strategist
- Financial Post, September 17, 2010

Time to go bottom-fishing for stocks?
- Financial Post, September 16, 2010

As Market Pessimism Grows, Should You Buy Stocks
- Bloomberg Business Week, September 16, 2010

Special dividends find new fans
-Financial Post, September 15, 2010

Stock bears unprecedented as VIX futures recall rally
- Bloomberg, September 13, 2010

Copper, crude jump on China data
- Wall Street Journal, September 13, 2010

A way to play China's boom from afar
- Globe & Mail, September 9, 2010

Household indebtedness may need to be factored in for future rate decisions
- Financial Post, September 9, 2010