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Martin Pelletier
@MPelletierCIO
This wins the day.

Great conversation today with @MPelletierCIO hosted by @AnthonyCrudele. Very wide ranging coverage of the macro economy and markets. Check it out!

https://www.youtube.com/watch?v=G8gHZgOZYhI

An important reason the US economy is resilient to rate rises is because pvt credit growth was subdued going into this tightening cycle which means it wont fall all that much.

As @MPelletierCIO rightly points out the picture in CAN is totally...