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Monday, 17 August 2026

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Finance

Flashing Yellow Light Guides Three Rules

Since our last ‘Three Tactical Rules’ update on June 9th, the S&P 500 is up less than one percent. The stagnation by the equity index has been due to the cooling of the AI trade. Like the S&P 500, the Three Rules have a…

The Canadian Dollar waited for the Fed and got paid

The Federal Reserve held its target range at 3.50% to 3.75% at 18:00 GMT on a 9-3 vote, with three voting members preferring an immediate quarter-point increase, and USD/CAD fell out of a session-long range to print its…

US Dollar: Hedging pressure builds on USD – BNY

BNY’s Geoff Yu notes that USD exposure is elevated across global portfolios, with strong buying in both equities and bonds generating sizeable rebalancing signals. The bank recommends increasing FX hedges instead of sel…

Here's a closer look at our decision to change course on P&G

Can it really be true that most people in jail are legally innocent? How much of mass incarceration is a result of the war on drugs, or the profit motives of private prisons? Have popular reforms really triggered a crim…

US Dollar: FOMC risk guides downside scope – Scotiabank

Scotiabank strategists Shaun Osborne and Eric Theoret note the US Dollar (USD) is narrowly mixed to softer ahead of the Federal Open Market Committee (FOMC), with swaps pricing a modest chance of a hike but the bank see…