Global Financial Forecast 2020-2027
The Debt Canary
Coal miners used to carry canaries down into the jobsite – the birds were used as indicators that deadly gases were in the atmosphere. If the canary died, the miners fled to the surface.
Super Bond LIV
It’s important to have a strong defensive aspect in any game. Just ask the San Francisco 49ers, whose defense ranked second in the league this year. It’s also critical to find ways to play defense in your portfolio.
Go Long with Provis
In a normal yield environment, long-term bonds come with a higher yield than shorter bonds, allowing owners to roll down the yield curve.
The Tail Wagging the Panda
Since the beginning of the trade war between the United States and China, we’ve seen a rising correlation between U.S. Treasury yields and the Chinese Yuan.
There’s an old saying in the bond world: “supply creates demand.” This is exactly what happened in 2019 for Quebec municipal bonds.