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Lots of action in the #bond market these past few weeks. Yes, central banks are generally in an easing mode as the global economy is weak, but inflation is proving to be #sticky (Core UK and Canadian inflation this week were elevated) and governments are in a spending mode. This

And just as everyone had forgotten about them, the #tradewar is back at the forefront! Several social media posts this morning suggest the President is considering 50% #tariffs on the EU and 25% on #iPhones if they aren't made in the US. Risk assets (#credit and #stocks) had

A bit of good news for those that value monetary policy independence (I do). Yesterday, the U.S. Supreme court allowed the Trump administration to remove two officials (other agencies), but disagreed with arguments that its decision would have implications for removal

The new Minister of Energy & Natural Resources presented this morning to the Calgary energy community. His comments were encouraging, rationale, and pragmatic: "Canada will no longer be defined by delay, we will be defined by delivery" "every barrel of responsibly produced

We believe natural gas is in a structural bull market while the short-term outlook for oil is challenged (medium- term bullish thesis intact). Hear why in our Ninepoint Energy Strategies Weekly Update:

Second estimate of Q1 #GDP in the U.S. was released this morning. Overall not a big difference (-0.2% q/q growth vs -0.3% in the first release). What's more interesting is the details, where personal consumption was revised down meaningfully (1.2% vs 1.8%), suggesting the U.S.

Canadian GDP for Q1 has been released this morning. On the surface, it was a strong quarter, with growth coming in at 2.2% (1.7% expected)). But, just like the U.S. figures, it has been heavily distorted by the trade war. Looking at the details, net exports and inventories steal

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Ninepoint Energy Strategy Update - June 2025 REGISTER > event.on24.com/wcc/r/4935005/… Join Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners on this live webinar on June 5th at 2:00 pm ET as he shares his outlook on the resilience and strategic value of Canadian energy while

Met with the 2 largest US natural gas producers at the RBC Energy Conference in NY today whom account for ~ 12% of US supply. Both said they are at peak production for the year (declining into YE) and need a "structural price change" to start growing again ($4-$5 strip for next

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Trade War Fallout, Central Bank Caution & Bond Market Risks | Fixed-Income Outlook May 2025 In this update, Etienne Bordeleau, Vice President & Portfolio Manager at Ninepoint Partners, previews the key themes from our upcoming monthly written commentary, focusing on the ongoing

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Fixed Income Strategy Market View is now available - May 2025 Read More > ninepoint.com/alt-thinking/c… #fixedincome #fixedincomeinvesting Disclaimer: bit.ly/2ukaOCr

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After a decade dominated by American Exceptionalism, is the tide starting to turn? Sam Mitter, Senior Portfolio Manager, highlights that from 2008 to 2024, the S&P 500 significantly outpaced its global peers. But in 2025, the narrative may be shifting. Our latest chart shows

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Why We Remain Bullish on Oil and Gas Despite Summer Setbacks In this week’s update, Eric Nuttall, Senior Portfolio Manager of Ninepoint Energy Strategies, provides a mid-year update on the energy markets, reviewing the key drivers of volatility in oil and gas during the first

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