Category: Equity Leaders Weekly

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.

The rebound in US and European stock markets which started tentatively last week has accelerated this week. With peace talks between Russia and Ukraine continuing, some of the darkest fears which had gripped markets through February and the first part of March have eased a bit, enabling some of the more depressed areas within equities to rebound including European indices, small caps, and technology/communications stocks.

Stock market action has settled down a bit over the last week. The recent shocks of the Ukraine war starting, commodity prices soaring and both North American central banks starting to raise this month have passed and new expectations appear to have been priced in by investors. In this issue of Equity Leaders Weekly, we look at what recent strength in Canadian stocks and a rebound in US small caps are telling us about investor sentiment.

In this issue of Equity Leaders Weekly, we take our monthly look at the implications of rising US interest rates and an interesting divergence by the Dow Transports.

Yesterday stock markets, particularly in Europe rebounded, while gold and oil dropped back. It remains to be seen if this was a dead cat bounce or the start of a larger reversal of fortune. In this issue of Equity Leaders Weekly, we take our monthly look at sector scopes and at inflation in grain prices.