During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy. More fading of high single digit inflation is likely around the…
Tag: investment
Commentary October 2022 – Interest Rate Increases Start Cooling the Economy
Posted in All Archives, Investment, Risk Management, Uncategorized Tagged with: bonds, business cycle, canadian dollar, covid19, crash, economic crash, economic cycle, equities, exchange rate, investment, recession
Commentary July 2022 – Central Bankers Start Taking Inflation Seriously
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…
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 April 2021 – A World Refocusing
As the winter progressed, markets were driven more than anything by increasing signs of successful vaccine rollout and hence risk reduction in the global economy. Early in the quarter markets bounced around a bit but the month of March saw…
Posted in Uncategorized Tagged with: capital goods, counter-cyclical, investment, prudent portfolio, rogers communications, shaw communications