Inversion perversion: Why the yield curve may not be a surefire signal of the next recession

This time around, the yield curve may not be in such a rush to flip upside down and, because of that, it’s not necessarily the same surefire sign of what’s to come.

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Gains may be tougher as the bull runs into the late cycle

The recent selloff in equity markets may not signal an immediate end to the bull run, in fact markets have largely seen positive returns this week, but further gains are only going to get harder to come by at this late stage in the cycle.

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Stormy weather: Markets are roiled by the hurricane and the thunder created by the Fed

AGF’s Steve Bonnyman gives his perspective on recent market volatility, driven by trade disputes, a president fighting with the Fed, and how investors should position themselves going forward.

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Steel tariffs and the devil’s in the details: USMCA

•Finance Minister Bill Morneau said last week the government will impose immediate global tariffs and quotas designed to deflect a damaging flood of steel imports into Canadian markets as a result of U.S. levies. The “provisional safeguard” measures on seven steel products — considered emergency actions by the World Trade Organization — will apply to all countries including China, but will provide specific exemptions for the United States, Mexico, and developing countries.

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Could the current reefer (stocks) madness be signs of 1999 all over again?

Clearly, retail investors have become enthralled by the prospects of a fully-realized global cannabis industry emerging in the months ahead.

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Finding opportunities in bonds, tariffs be damned

One of the biggest fears gripping markets so far this year has been the introduction and escalation of tit-for tat tariffs by the U.S. and its key trading partners, but bond investors do not have the same worries as their equity-holding counterparts.

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3 reasons why investors should feel confident about gold’s future

AGF’s Ani Markova gives her perspective on why gold prices may rally after being hit…

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Why the USMCA may lead to higher interest rates

Canadian investors may have one less headwind to worry about now that Canada, the U.S. and Mexico have shaken hands on a refurbished free trade agreement, but in the wake of the deal, the risk of future interest rate hikes has only become more real.

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Q4 outlook: Earnings backdrop remains strong

AGF’s Mike Archibald gives his perspective on earnings growth and its potential impact on equity markets in the fourth quarter.

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Move over NAFTA, here comes the USMCA

A recap of last week’s top economic news and what’s to come

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