30Jan/23

Biannual Commodities Update January 2023

January 30, 2023Long-Term InvestingBase Metals, coal, commodities, Crude Oil, Interest Rates, LNG, lumber, natural gas, Precious Metals, Soybeansgpowell

It was a year of two halves for commodity markets. The Russia-Ukraine war dominated the markets during the year’s first half, and macroeconomic factors were the driving force in the second half.Read More…

18Jan/23

Year End Market Review and Thoughts for 2023

January 18, 2023Long-Term InvestingBonds, Crude Oil, Emerging Markets, Equities, ESG, Europe, Federal Reserve, FTX, NASDAQ, natural gas, Stocks, value investinggpowell

Financial markets had their worst year since 2008, with equities and bonds ending deep in the red and shedding some $30 trillion in 2022. In the US, the S&P 500 ended almostRead More…

06Dec/22

Avoid Speculation and Manage Risk for Investment Success

December 6, 2022Long-Term InvestingBank of Canada, central banks, Emerging Markets, Global Investing, Inflation, risk management, Supply Chain, Tech, value investinggpowell

Central banks remain centre stage The fight against inflation continued in earnest during November, with little sign of inflation easing materially and sustainably. The developed market central banks that held rate-setting meetingsRead More…

20Oct/22

Pessimistic Optimism Required to Survive Market Turmoil

October 20, 2022Long-Term InvestingBank of Canada, Bonds, Economics, economy, Equity, Fed, Federal Reserve, Fiscal Policy, Fixed Income, Global Investing, Global Trade, Interest Rates, Monetary Policy, Recession, Stocks, value investinggpowell

Pessimistic Optimism is the Only Way to Survive: Although most of us are predisposed to being optimistic about financial markets and the economy, we are in an era of seismic change in interestRead More…

18Sep/22

War, Climate, and Inflation Challenge Markets

September 18, 2022Long-Term InvestingBank of Canada, Bonds, Canada, Economics, economy, Emerging Markets, Federal Reserve, Inflation, Interest Rates, natural gas, Powell, Recession, Risk, value investing, Volatilitygpowell

The battle against inflation remains the global financial markets’ primary concern. Although there are some signs of inflation easing, namely in commodity and food prices, core inflation remains high, and there’s evidenceRead More…

25Jul/22

Biannual Commodities Update First Half June 2022

July 25, 2022Long-Term Investingcoal, copper, Crude Oil, gold, lumber, natural gas, Silver, wheatgpowell

Russia’s war with the Ukraine saw the onset of a commodity price crisis during the first half of the year, with prices of oil, gas, and agricultural goods, in particular, soaring andRead More…

22Jun/22

Central Banks Face Challenging Fight Against Inflation

June 22, 2022Long-Term InvestingBank of Canada, Federal Reserve, Inflation, Interest Rates, NASDAQ, Powell, S&P, TSXgpowell

Financial markets have sold off dramatically in the face of so-called “monster” rate hikes, with the US Federal Reserve responding to a higher than expected May inflation rate with a 75-basis pointRead More…

11Apr/22

Persistent Inflation Clouding Economic and Financial Market Outlook

April 11, 2022Global Investing, Long-Term InvestingBank of Canada, Bonds, ECB, Equities, Federal Reserve, Inflation, Portfolio Management, Wealthgpowell

First Quarter 2022 Market Update: As 2022 rolled in we were all focused on inflation and what policy makers were going to do about consumer price inflation reaching multi-decade highs. Central banksRead More…

17Jan/22

Biannual Commodities Update January 2022

January 17, 2022Global InvestingBase Metals, copper, Crude Oil, gold, Iron Ore, lumber, natural gas, WTIgpowell

Surging demand, supply logjams, and adverse, or unusual, climate conditions in certain regions saw commodity prices put in their best performance since they bounced back from the 2008 financial crisis.  The surprisingRead More…

21Dec/21

Navigating Inflation, Supply Chain, Omicron, and Energy Price Concerns

December 21, 2021Long-Term InvestingChina, COVID-19, Economics, Emerging Markets, Energy, Federal Reserve, Food Prices, Inflation, Omicron, Powell, Supply Chaingpowell

Inflation trends remained under intense scrutiny through November into early December, with investment sages all predicting that it will be the future trajectory of price increases and the central banks’ responses thatRead More…