morgan stanley | The Property Chronicle

The Canadian house price bubble has now burst

by Matein Khalid | Jul 3, 2017 | The Macro View

The Canadian housing bubble has gone so ballistic that the Ontario government is considering a 15% tax on foreign buyers to cool down the speculative spiral in Toronto condominiums. The smart money on Wall Street’s latest trade is to short Canadian banks and property...

What Trump’s political scandal means for investors

by Matein Khalid | May 22, 2017 | The Macro View

Image (c) iStockphoto The financial markets have finally cottoned on to the increasingly sordid political realities created by the Trump White House. Trump could well be impeached for obstruction of justice if he tried to pressure FBI Director James Comey to drop an...

What next for G-10 currencies and crude oil?

by Matein Khalid | May 6, 2017 | The Macro View

The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon...