Category: Equity Leaders Weekly

In this edition of the Equity Leaders Weekly, we preview earnings season for the US Banks and at the impact of rising interest rates on Utilities.

In this edition of the Equity Leaders Weekly, we look at the price of crude oil and at the Russell 2000 as an indicator of the state of the US market heading toward earnings season.

In this edition of the Equity Leaders Weekly, we take a closer look at the UK as an example of sentiment toward international equities, and what action in some of the more defensive sectors like Consumer Staples is telling us about the state of the market.

In this edition of the Equity Leaders Weekly, we take a closer look at the implications of a rising US Dollar for asset prices and corporate earnings and at the state of international equity markets.

In this edition of the Equity Leaders Weekly, we look at the state of the S&P 500 Index and the 30-year US Treasury yield ahead of next week’s Fed decision.

In this edition of the Equity Leaders Weekly, we take our monthly look at sector scopes and at recent weakness in the oil market. The overall trend toward monetary tightening by central banks continues this week with the Bank of Canada and the Reserve Bank of Australia raising their benchmark rates by 0.75% and 0.50% respectively. This morning the European Central Bank raised by 0.75%, higher than expected.

In this edition of the Equity Leaders Weekly, we look at the impact of political tensions in Europe and Asia on the Uranium and Semiconductor sectors.

It has been a short, sideways week for equity markets. Stocks fell heading into the holiday weekend and have bounced back a bit to start a new week, but not enough to offset their previous declines, leaving markets essentially in a holding pattern for the moment. In this issue of Equity Leaders Weekly, we consider the wider implications of recent weakness in Taiwan shares and at a breakout in the oilfield service sector.

In this issue of Equity Leaders Weekly, we take our monthly look at sector scopes and at what recent declines in Asia Pacific indices, particularly Japan, may be telling us about sentiment and risk tolerance toward international equities.

Equity market confidence has eroded over the last few days. While the threat that more sanctions could be levied on Russia over the Ukraine war has impacted European market action, here in North America, the focus of investors has turned back to the growing headwind of tightening monetary policy. In this week’s issue of Equity Leaders Weekly, we look at the implications of a major trend change in the US 30-year treasury yield, particularly for the homebuilding sector.