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The Daily SITREP is your morning intelligence brief on domestic and geopolitical risk. We stream the show live starting at 0800 Central time, Monday through Thursday. You can catch the live stream on YouTube: https://youtube.com/earlywarningnetwork Join us on the High Side for members-only briefings on everything from U.S. politics to supply chains, to low intensity conflict, geopolitics and the risk of war. Start your free 7-day trial here: https://www.earlywarningnetwork.com/trial
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Canso Radio

Canso Investment Counsel Ltd.

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Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. These publications have been prepared by Canso Investment Counsel Ltd. and have been prepared solely for information purposes. Information in these publications is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in these presentations is subject to change without ...
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Send us a text We last left you in early July with the observation that the financial markets now seemed to thrive on and reward uncertainty. The equity and credit markets had plunged in March on the initial economic fears over the Trump tariffs and then rebounded joyfully in April when Trump variously delayed and fiddled with his tariff strategy t…
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Send us a text Fear and uncertainty moved aside this summer, and optimism is now abound. Central Bankers are cutting rates, equity markets are touching new highs, and the Toronto Blue Jays are headed to the World Series! In credit markets, we also continue to experience historically strong market conditions. Sources: Ronalds-Hannon, Eliza and Weinm…
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Send us a text Interest rates have been on the rise since the end of the first quarter, particularly in the long-end of the curve. From March 31st until time of publication, Canadian long bonds have risen 66 basis points (bps) while their American counterparts are up 44 bps, translating into price declines of 13% and 7%, respectively. Sources: Fool…
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Send us a text The theme of our previous April 2025 Market Observer was that only a fool would try to predict what would happen to the financial markets and the global economies after Donald Trump declared his Tariff War on the World. The more expertise you possessed, the less you were probably able to forecast the actual outcome. As they say, it’s…
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