... Not just Canada
David WattAnalysis and information about Canada and the Canadian economy, but not only about Canada and the Canadian economy.
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Daily | Issues | 67 |
| Subscribers | Read | dgwatt0801.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Global markets pummeled on make-believe tariffs
Bad, bad, bad. Not much good news. Vietnam and Taiwan took heavy hits, but most of the pain was in US markets. S&P/TSX fell, but held the 200dma. France’s CAC also tumbled, but also held the 200-dma. These are small pieces of information th...
Notes from before the inauguration
I wrote this in early January:
... other than that, how are things going?
Reciprocal tariffs that are neither reciprocal, nor designed to deal with tariffs as the real world thinks about them dealt a Thor-ian hammer blow to markets today.
FX markets and the Fed outlook
Stock market numbers look terrible, but I will focus on the sharp moves in FX. USD/CAD has moved sharply lower and is now approaching its 200-dma. Big moves across the board as USD takes it on the chin.
Authors
The writers behind this newsletter.
Canadian. Economist. Former Chief Economist for HSBC Bank Canada and a former FX strategist.
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