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…

06Oct/21

Energy Constraints a Concern for Global Growth

October 6, 2021Global InvestingBrazil, Canada, China, Crude Oil, Emerging Markets, Energy, natural gas, Powergpowell

Energy constraints rattle financial markets and global growth optimism Energy supply shortages bit hard during September as gas, coal and oil inventories fell short of worldwide demand, sending energy prices to multi-yearRead More…

31Jul/21

Biannual Commodities Update July 2021

July 31, 2021Long-Term InvestingChina, copper, Crude Oil, economy, gold, lumber, natural gas, Soybeans, WTIgpowell

Biannual Commodities Update July 2021 Commodities had a bumper first half of the year, gaining 21% and outpacing most asset classes across the globe. Unlike last year, precious metals lagged on theRead More…

19May/21

Financial Markets Upate: The Case for Global Diversification

May 19, 2021Global InvestingBonds, Diversification, Economics, Emerging Markets, Global Investing, Inflation, Risk, Stocksgpowell

April saw the bull run in equities continue – prompting further concern about how long the stock market rally is likely to continue – and bonds yields remained elevated in the faceRead More…