Hilliard’s Weekend Notebook


Thoughts, views and opinions as current events unfold: With topics taken from current market events and my latest book — When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Dundurn: March 2015)  and my first book Investment Traps and How to Avoid Them (1999) — this short piece will give you unique and valuable insights filtered by my thirty-six years’ experience as an investment professional.
 

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Get ready for excitement and surprises in 2024

Published by Hilliard MacBeth on Dec 21, 2023

The year 2024 will be full of surprises and uncertainty. A possible recession, the direction for the stock market, the housing bubble in Canada and changes in interest rates and inflation are all on the agenda for investors as we enter a new year. What... Read more
The Federal Reserve makes a full pivot to rate cuts

Published by Hilliard MacBeth on Dec 15, 2023

The Federal Reserve announced a pivot to rate cuts, hinting at an end to the period since March 2022 of rate increases and tightening of financial conditions. When the Fed cuts rates, will it help? The Fed meeting ended on Wednesday with chair Jerome... Read more
Canadian lenders are sleepwalking into the next recession

Published by Hilliard MacBeth on Dec 08, 2023

Canadian lenders are ill-prepared for the impact of higher interest rates on Canadian borrowers. The banks have sophisticated models that help them make predictions about the future. But those predictions are only as good as the assumptions fed into the... Read more
Canada heads into an economic contraction

Published by Hilliard MacBeth on Dec 01, 2023

Canada’s economy is shrinking, based on per capita GDP numbers. GDP results showed a contraction for the quarter ending September 30, 2023. Is Canada in a recession? Will there be a household debt crisis? Canadian GDP numbers, adjusted for inflation and... Read more