Archive - Deer’s Newsletter

Dec 23 •

Deer Point Macro

Rates and FX continue to drive uncertainty throughout financial markets.

Dec 17 •

Deer Point Macro

October 2024

August 2024

American Growth and Macro-Outlook

Aug 21 •

Deer Point Macro

July 2024

Canada Productivity, Growth, Consumption, and Tax Constraints

Macroeconomic Chart Pack

Jul 6 •

Deer Point Macro

March 2024

"Never Bet Against America"

In the words of Warren Buffett, "Never bet against America." Looking at 2024, it appears that the US is poised to continue performing extremely well.

Mar 31 •

Deer Point Macro

December 2023

November 2023

There has been considerable confusion regarding the economic cycle in Canada.

Nov 2, 2023 •

Deer Point Macro

October 2023

Global Rates The Battle Continues

After the recent geopolitical instability in the Middle East, interest rates have become a significant point of concern.

Oct 24, 2023 •

Deer Point Macro

September 2023

The China Deep Dive

China has long been a subject of scrutiny for investors, economists, and financial media.

Sep 17, 2023 •

Deer Point Macro

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