Markets did alright this week despite rising global tensions. Perhaps it was the good earnings news that helped more than offset. In this week’s edition we have shared our views on the implications of the tensions in the Ukraine plus a look at US inflation and potential portfolio implications.
Strong earnings + strong economy = market stumble. Seems volatility came back in its bad form Thursday and with the big US labour report out tomorrow morning, the bumpy ride is likely to continue. In this bonus early edition of the weekly we take a closer look at the US GDP print of +4.0% and market dynamics. We created a webcast of our Market Outlook report from earlier this month entitled “Climbing the wall of complacency”. To view Click HERE Because of this special early edition, there will not be a report tomorrow. Regards,
Too Much Oil? Markets rebounded some more this week with both the TSX and S&P posting some pretty impressive gains. In this installment of the weekly we have taken a deeper dive into the recent weakness in the price of oil. Plus a look at investor sentiment and Ebola. With volatile market activity, it might be time to review your strategy and investments. Feel free to contact me for guidance and a portfolio holdings review.
In this week’s edition we have updated our thoughts on the forces for higher bond yields and those for lower bond yields. We remain in the camp that bond yields fundamentally should be somewhat higher in the US and Canada, but believe the move will be much less than many expect.
