This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year. The only major sign of relief…
Category: All Archives
Commentary July 2022 – Central Bankers Start Taking Inflation Seriously
Posted in All Archives, Investment, Risk Management, Uncategorized Tagged with: bonds, business cycle, canadian dollar, economic cycle, equities, exchange rate, investment, recession, stock market cycle
Commentary October 2021 – beyond Delta
This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to supply chain bottlenecks…
Posted in All Archives, Financial Planning, Investment, Risk Management Tagged with: canadian dollar, delta, long term bonds, snowbird, US dollar
Rainmaker or Storm-maker? Is this roller coaster coming from Trump?
Recently we in the investment world have been coping with the uncertainty related to the combative trade negotiations between the USA and China. When faced with the Trump regime’s caustic approach to trade negotiations, other nations (e.g. Canada and Mexico)…