28Jul/23

Biannual Commodities Update July 2023

July 28, 2023Global Investing, Long-Term Investingaluminum, China, coal, commodities, copper, corn, gold, natural gas, Silver, Soybeans, wheatgpowell

Recession Concerns Undermine Commodity Markets in First Half Ongoing fears of a recession, which has yet to come, cast a pall over commodity markets during the first half of the year, withRead More…

04Jul/23

Fed Remains Center Stage as Demand for Everything-AI Keeps Tech Momentum Going

July 4, 2023Long-Term InvestingArtificial Intelligence, Bonds, Consumers, Federal Reserve, Inflation, Investing, Stocks, Techgpowell

The Fed continues to navigate a tricky balancing act, taking what could be considered a hawkish pause in June, with the express intention of raising rates again later to get headline consumerRead More…

26Mar/23

Bank Failures Add to Long List of Concerns for Investors in 2023

March 26, 2023Long-Term InvestingBank of Canada, Banking, China, Federal Reserve, Global Investing, Interest Ratesgpowell

Bank failures add to a long list of concerns for investors in 2023 Varying expectations about when the Fed will likely reach its rate-hiking cycle’s peak have made for an exceptionally volatileRead More…

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…