Category: Equity Leaders Weekly

Overall, stock market indices appear to be regaining their footing from a choppy few days. The last week has seen the tech-sensitive NASDAQ struggle relative to broader indices, while commodities and related stocks have continued to do well. In this week’s issue of Equity Leaders Weekly, we look at the causes and implications of the recent rise in the US 10-year treasury note yield, and at action in the price of sugar as an example of renewed interest in commodities.

It has been an odd week for world markets, disrupted by Asia Pacific and North American holidays. Although several major North American indices have managed to nudge their way to new all-time highs, there doesn’t appear to be much of a tailwind behind them, perhaps because earnings and economic news flow has subsided for the time being. In this week’s issue of Equity Leaders Weekly, we look current strength in US Energy stocks and at the factors influencing recent weakness in Gold.

Equities and commodities continue to climb, driven by a combination of continuing easy money from central back asset purchases, a new fiscal stimulus package working its way through Congress in the US, combined with continuing vaccine rollouts and falling case counts. In this week’s issue of Equity Leaders Weekly, we look at the S&P/TSX Composite Index and the copper price as examples of recent gains in equity and commodity markets.

The turn of the month has been particularly choppy for North American markets which retreated into the end of January, bounced back to start February and have stabilized into midweek. In this week’s issue of Equity Leaders Weekly, we take a look at recent strength in the price of crude oil and recent weakness in transport stocks.

In this week’s issue of Equity Leaders Weekly, we look at the impact of the US political changeover on alternative energy companies, and at the impact of political change and new lockdowns on the aerospace sector.