Canadian dollar outlook: May 2021
Resurgence in demand for scarce resources contributing to a positive outlook for the Canadian dollar.
Comments Off on Canadian dollar outlook: May 2021
Resurgence in demand for scarce resources contributing to a positive outlook for the Canadian dollar.
Comments Off on Canadian dollar outlook: May 2021Weekly Market Compass: Investors of all sizes are wondering whether cryptocurrencies are right for them. These considerations can help guide your decision.
Comments Off on Curious about crypto? Here’s what to ask before investing in bitcoinWeekly Market Compass: The U.S. and China lead the economic recovery, while fears of another virus wave grow in Brazil and India
Comments Off on The economic outlook improves, but the shadow of COVID lingersWeekly Market Compass: Israel may provide a preview of what’s to come in the U.S. and UK — and in any country that achieves broad vaccine distribution
Comments Off on Israel’s economic data starts to show the impact of vaccinesWeekly Market Compass: Investors may be grateful for the U.S. Federal Reserve’s easy money, but they’re also wary about what might come next
Comments Off on Why investors both love and fear the FedInvestors concerned about inflation may want to consider REITs, energy infrastructure, and global infrastructure.
Comments Off on Concerned about inflation? These real assets could help.“Buying low and selling high” feels like a good idea, but markets have tended to go up far more often than they’ve gone down.
Comments Off on Buy high. Sell higher.Weekly Market Compass: Last week gave us a glimpse into the mindset of U.S. business owners, the U.S. Federal Reserve, the Biden administration, and investors. I believe that much of the news we saw last week may be a harbinger of what’s to come over the course of 2021.
Comments Off on A harbinger of what’s to come?Market sentiment still looks to be improving despite the recent spike in volatility and sell-off in global bond yields.
Comments Off on Tactical asset allocation update: March 2021As we enter year two of the market recovery, investors face a new set of concerns. Has the economy become too hot, too fast? Are we headed for out-of-control inflation? What are the investment implications of all this?
Comments Off on Welcome to year two of the stock market recoveryWeekly Market Compass: Seven reasons I expect a powerful U.S. economic recovery in 2021
Comments Off on The case for economic optimismIt’s hard to believe that roughly one year has passed since the outbreak of the novel coronavirus (COVID-19). Equally astonishing is the fact that the broad U.S. stock market has kept pressing to new highs, alongside forceful blasts of central bank liquidity and government stimulus checks.
Comments Off on How much longer can the ‘recovery’ trade last?The not-so-mighty “buck” continues to face long-term challenges, which may remain favourable for international stocks.
Comments Off on Will U.S. dollar weakness last?Weekly Market Compass: Stocks were hit last week in the face of inflation fears, but I believe it was a temporary adjustment to a rise in rates
Comments Off on Stocks struggle through a volatile weekMarket drawdowns are never fun. But for all the hand wringing over the current market downturn and the pain in the long-duration trade, let’s not forget that in many ways, this is playing out as we had hoped. It was only one year ago when the first case of the SARS-CoV-2 appeared in my home state of New Jersey. If you had told me then that 12 months later the U.S. economy would produce 379,000 jobs in the prior month,1 the 10-year U.S. Treasury yield would be flirting with 1.60%,2 and the U.S. 10-year inflation breakeven would be over 2.2%,3 then I would have slept much better that night.
Comments Off on I’m not concerned about long-term inflation. Here’s why.Macro update
Comments Off on Tactical asset allocation update: February 2021The answer to that question depends on the reason why interest rates are rising. If it’s because real economic growth is picking up, that should be good for stocks through the earnings channel. If it’s because inflation is getting out of control, that should be bad for stocks through the valuation channel.
Comments Off on Will higher bond yields kill the bull market in stocks?Weekly Market Compass: As Israel leads the way in COVID-19 vaccinations, events such as concerts and theatre performances return after an 11-month ban.
Comments Off on Vaccines pave the way for ‘normal life’ to re-emerge in IsraelWeekly Market Compass: Bitcoin has gained credibility over the past three years, but I believe its use as a currency, a diversifier or an inflation hedge is a bit off the mark.
Comments Off on Bitcoin: Digital currency, digital gold, or digital tulip?With the Biden administration acknowledging plans to potentially raise taxes, could the bull market be in jeopardy?
Comments Off on Will tax hikes kill the bull market?