13Apr/20

A Confluence of Black Swan Events

April 13, 2020Long-Term InvestingBlack Swan, central banks, Coronavirus, COVID-19, Crude Oil, Earnings, economy, IMF, Interest Rates, OPECgpowell

The exponential spread of the coronavirus through Europe, the UK and to North America saw investors take flight, sending the stock markets into their steepest and fastest decline into a bear marketRead More…

08Mar/20

Looking Beyond the Coronavirus Financial Market Meltdown

March 8, 2020Long-Term InvestingBonds, Coronavirus, Economics, Stocks, Trading, value investing, Volatilitygpowell

Global stock markets experienced their sharpest corrections on record in the last week of February as panic about the spread of the coronavirus to the US derailed investors who had remained remarkablyRead More…

03Jan/20

An Astounding Year for Global Stock Markets

January 3, 2020Global Investing, Long-Term InvestingBank of Canada, Dow, economy, Federal Reserve, Global Investing, Interest Rates, Investing, NASDAQ, Stocks, TSX, value investinggpowell

Global stock markets shook off recession fears and geopolitical and trade risks last year to end the year almost a third higher in key developed equity markets, with the MSCI World Index,Read More…

18Nov/19

Investors Jumping Into Riskier Assets

November 18, 2019Long-Term InvestingAsset Allocation, Assets, Bonds, Global Investing, Risk, Stocks, Trade, value investinggpowell

The tide turned on safe-haven assets during November as investor sentiment shifted from fears of a global economic recession to a more optimistic assessment about the prospect of the US and ChinaRead More…

11Oct/19

Trade, geopolitical headwinds weigh on global economy and markets

October 11, 2019Long-Term InvestingBrexit, Economics, Global Investing, Recession, Stocks, Trade Policy, value investinggpowell

The potential for a full blown trade war continued to weigh on the financial markets and the global economy during September. But, compared to the previous month, it was relatively quiet andRead More…

04Sep/19

Fear of Global Recession Unraveling Markets

September 4, 2019Global InvestingEconomics, Global Trade, Interest Rates, Monetary Policy, Recession, Stocks, value investinggpowell

Fear of Global Recession Unraveling Markets The rise of nationalism has created a world more divided than many could have imagined three years ago when Trump took office. The ensuing inward-looking policiesRead More…

22Jul/19

Commodities Update First Half 2019

July 22, 2019Global Investingcommodities, corn, Crude Oil, gold, lumber, natural gas, Silver, Soybeans, Toronto, Trade Policygpowell

Commodities Update First Half 2019 It was a generally positive first half of the year for commodities, with some surprise underperformers. The prospect of trade wars continued to loom over commodity marketsRead More…

08Jul/19

Investing In A World Of Contention

July 8, 2019Global Investinggpowell

Investors waited with bated breath to see what would unfold at the G20 meetings at the end of June. All eyes were on US President Donald Trump and his side-line trade discussionsRead More…

22May/19

Stock Markets Near Record Highs Despite Trade and Tech Concerns

May 22, 2019Global InvestingGlobal Investing, S&P500, Stocks, Tech, Toronto, Trade Policy, TSXgpowell

North American stock markets have marched higher this year, reaching historic highs in April in Canada and early May in the US as investors shrugged off concerns about the global economy, US-ChinaRead More…

31Mar/19

Recovery in Global Financial Markets Continues in First Quarter 2019

March 31, 2019Global InvestingBonds, Brexit, Economics, Interest Rates, Stocks, Trade Policy, Yield Curvegpowell

Recovery in Global Financial Markets Continues Stock markets rallied strongly off their December lows during the first quarter, notwithstanding mounting global economic concerns, a messy and still unresolved Brexit and investors panickingRead More…