5 Minute Macro – Coming to America: Rate Cuts

With recent soft economic data in the U.S. sparking renewed discussions about a possible slowdown, recession, and the likelihood of rate cuts, many are questioning whether the U.S. Federal Reserve has waited too long to act.   In this episode of Forstrong’s 5 Minute...

5 Minute Macro: Is the Trump Trade On?

With American politics on everyone’s mind, especially after this past weekends assassination attempt and President Biden’s recent debate struggles causing members of his own party to call on him to step aside, is the US poised for a second Trump term?   In...

5 Minute Macro: Election Waves and Market Moves

What impact will politics have on global markets this year? Nearly half of the global population will have the opportunity to elect new leaders, ranging from Mexico’s recent shift towards progressive reforms under Claudia Sheinbaum to November’s contentious...

5 Minute Macro – Emerging Markets Breaking Out

Just like the beloved Toronto Maple Leafs, the past decade has not been kind to Emerging Markets. Unlike the Leafs, Emerging Markets have broken through and are beginning to outperform. In this episode of Forstrong’s 5 Minute Macro, host John Teskey is joined by Tyler...

5 Minute Macro – Inflation: A Sticky Situation

What a difference a few months make. Towards the end of 2023 and into early 2024, markets were predicting a return to pre-pandemic inflation and 6 rate cuts by the US Federal Reserve. With the release of April CPI marking 3 consecutive upside surprises, markets have...

5 Minute Macro – A Broadening Bull Market?

Unlike many of us, Global Markets aren’t suffering from the 3 day St. Patrick’s Day hangover.   The Global market action has shifted.  The bull market is broadening out internationally. In this episode of Forstrong’s 5 Minute Macro, Host John Teskey is joined by Tyler...