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"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
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Deer Point Macro
8
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"Never Bet Against America"
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December 2023
2024 Predications
As we approach 2024, it appears that the path ahead is marked by increased certainty and reduced volatility. Anticipating global growth prospects, it is…
Dec 26, 2023
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Deer Point Macro
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2024 Predications
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Tale of Two Economies: Canada and United States
Canada is a nation well-known for being the United States' largest trading partner. It has long benefited from its neighbor to the south, but it seems…
Dec 16, 2023
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Deer Point Macro
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Tale of Two Economies: Canada and United States
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November 2023
Oh Canada???
There has been considerable confusion regarding the economic cycle in Canada. Many people anticipated that during the rate hike cycle, economic growth…
Nov 2, 2023
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Deer Point Macro
3
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Oh Canada???
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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. There has been considerable…
Oct 24, 2023
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Deer Point Macro
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Global Rates The Battle Continues
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September 2023
The China Deep Dive
China has long been a subject of scrutiny for investors, economists, and financial media. It's a place where investors are divided into two camps: those…
Sep 17, 2023
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Deer Point Macro
8
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The China Deep Dive
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August 2023
China Forex and Rate Update
I'd like to provide a quick update on the latest news from China. Once again, China has decided to lower its prime lending rate (1-year) by 10 basis…
Aug 21, 2023
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Deer Point Macro
3
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China Forex and Rate Update
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China Weakening and The Liquidity Trap
China has been prominently featured in recent news due to its challenges in reviving economic growth. The cautious reopening, coupled with struggles to…
Aug 16, 2023
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Deer Point Macro
8
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China Weakening and The Liquidity Trap
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July 2023
Canadian Economic Outlook
Canada is a country that has a very interesting economy, what many people know is that it is an economy that is extremely tied to real estate. With an…
Jul 6, 2023
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Deer Point Macro
8
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Canadian Economic Outlook
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May 2023
De-dollarization? Don't Kid Yourself The First BRIC Hasn't Even Been Laid
This post is coming from all the hype that we have all heard around the end of the dollar. Most of this is completely unfounded, and the beginning of…
May 22, 2023
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Deer Point Macro
10
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De-dollarization? Don't Kid Yourself The First BRIC Hasn't Even Been Laid
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September 2022
Liquidity Conditions are Deteriorating
I have been speaking about a Fed pivot for a while now. One of the biggest reasons for a Fed pivot is deteriorating liquidity conditions and how that…
Sep 1, 2022
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Deer Point Macro
22
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Liquidity Conditions are Deteriorating
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August 2022
Has the Thesis Changed?
Aug 26, 2022
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Deer Point Macro
9
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Has the Thesis Changed?
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