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Canada is in one of its greatest ever economic crises - and doesn't seem to realize it.
The Bank of Canada is strangulating the economy without realizing it and Canadians will reaffirm the federal government tomorrow that has sleepwalked us…
 • 
Rene Bruentrup
4
How is the US labor market doing?
For years the US job market has been very strong which encouraged tighter monetary policy. Are withheld tax receipts now slowing down to serve as the…
 • 
Rene Bruentrup
1
Are we dealing with Bond Pain Trade 2.0?
Institutional investors have allegedly swapped their stocks for bonds again. The last time they did so, a violent bull market ensued. But fundamental…
 • 
Rene Bruentrup
2
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Enough with the Fear Porn already.
 • Rene Bruentrup
12
The US administration wants rates down.
 • Rene Bruentrup
This is where 2023 differs from 2008.
 • Rene Bruentrup
20
Let's try to contextualize DeepSeek.
 • Rene Bruentrup
2
A closer look at stock bond correlation
 • Rene Bruentrup
2
The fate of this bull market
 • Rene Bruentrup
April 2025 Market Strategy
Investor derisking and fiscal flow seasonality might help the stock market to continue its bounce for a month or so. Beyond that, I remain unconvinced…
 • 
Rene Bruentrup
Can't China just open its financial gates and win this?
They could try to attract the foreign capital that America doesn't want anymore. It's a risky move, but it's what the CCP might already be working on.
 • 
Rene Bruentrup
4
Plaza Accord 2.0?
How can 1985 help us understand 2025?
 • 
Rene Bruentrup
6
Markets in turmoil - now what?
Commenting on the status quo and daring a few predictions.
 • 
Rene Bruentrup
8
More meat to the natural gas bear case.
Producers have hedged, incentivizing them to produce more than they would do otherwise. And many shorts seem to have given up. Enough for this to…
 • 
Rene Bruentrup
Rocket is buying Mr. Cooper Group.
Another courageous step to consolidate the industry. Synergies appear attractive, but it does somewhat dilute the cyclical component to the bull case…
 • 
Rene Bruentrup
Borrowers' strike? Toronto, do we have a problem?
Rate cuts may prove to be less effective than anticipated if previous hiking excesses have spoiled Canadians' appetite for leverage.
 • 
Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
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