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Will Market Uncertainty Continue In 2026?
Originally published on December 11, 2025 Markets have been continuing their upward momentum as inflation pressures ease and rate cuts take shape. But stretched valuations and tariff uncertainty are keeping investors on edge. Jeff Evans, Vice President, Director and Lead of Empirical Research and PM Support with TD Asset Management, discusses the current state of…
Goldman on Shelter Inflation
by Calculated Risk on 12/12/2025 04:21:00 PM A few brief excerpts from a Goldman Sachs research note on shelter inflation: [R]apid multifamily supply growth amid a cooler labor market, slower immigration, and an already rising vacancy rate is likely to keep new lease rent growth subdued in 2026. … We forecast that PCE housing inflation…
HDV: Sector Concentration And Valuation Are A Concern (NYSEARCA:HDV)
HDV: Sector Concentration And Valuation Are A Concern Source link
TOR – Torque Metals Limited
ah, the refocus…..coming out of a trading halt, it was foot to the floor yesterday. . . Highlights ▪ Option secured to acquire 100% of ‘New Dawn’, an unmined Lithium and Tantalum occurrence, 600m along strike of the established Bald Hill lithium-tantalum operation ▪ New Dawn Lithium Project occupies two pre-Native Title, granted Mining Licences,…
The Next Wave of Inflation Will Be Born in a Pool of Hydrogen – Fat Tail Daily
In today’s Fat Tail Daily, the pandemic gave central banks the excuse they needed to print money and ignite inflation. The impossible cost of net zero will give us round two. Central banks got away with round one. They deliberately engineered a vast inflationary shock in 2022. Why? To cut the burden of dangerous national…
Analysis-Investors say it's time to take Trump seriously as markets recoil
Analysis-Investors say it's time to take Trump seriously as markets recoil Source link