Ted Carmichael Global Macro
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Thursday 10 February 2022
What Does the CPI Measure? The Case of Housing and Cars
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Ask anyone if there is an inflation problem and they will likely say, "Well Canada's CPI is up 4.8% in December 2021 and that's...
Wednesday 15 April 2020
Update on Economic Projections from the Bank of Canada
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This is a follow-up on my post, Canada Post Covid19 , from March 31. I concluded that post with the following: Bank of Canada Governor Pol...
3 comments:
Tuesday 31 March 2020
Canada Post-Covid19
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Worldwide confirmed cases of Covid-19 ramped up dramatically in March. As the case count grew, governments around the world imposed draconia...
Sunday 1 March 2020
Even before Covid-19 the Bank of Canada Needed to Ease
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The rapid global spread of the Covid-19 virus and the precautionary health measures being taken in many countries to stem the pandemic have ...
Sunday 29 December 2019
Biggest Macro Misses of 2019
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I wasn't going to do this. I figured that after doing five years of "Biggest Macro Misses" that I had probably made my point. ...
2 comments:
Tuesday 1 January 2019
Global ETF Portfolios: 2018 Returns for Canadian Investors
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In 2018, aggregate global growth and inflation matched forecasters expectations, but portfolio returns fell far short of what was expected a...
Saturday 22 December 2018
Biggest Global Macro Misses of 2018
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As another year comes to a close, it is time to review how the macro consensus forecasts for 2018 that were made a year ago fared. Each Dece...
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