Category: Equity Leaders Weekly

In this issue of Equity Leaders Weekly, we take a our monthly look at the Sector Scopes Report, and the importance of recent movements in the US 10-year treasury note yield.

In this issue of Equity Leaders Weekly, we look at some of the factors and sectors which have been underpinning recent gains in the S&P/TSX including the price of crude oil and the materials sector.

Upward and downward swings seen in several markets over the last week have provided additional evidence to suggest that a common seasonal consolidation phase has commenced. In this issue of Equity Leaders Weekly, we look at how the NASDAQ and how it appears to be pointing towards a sideways spring and at Silver Futures and the recent resurgence in precious metals.

Stock markets struggles into May have broadened out into other asset classes in the last week, suggesting that following a huge run over the last year, we may be seeing a trading correction or retrenchment unfold. In this issue of Equity Leaders Weekly, we look at recent action in Bitcoin and relative strength among equity market sectors as indicators of the current state of investor sentiment.

Changing sentiment and expectations can be clearly seen in this week’s changes in the SIA Charts Asset Class Rankings. Commodities has jumped up to 1st place, resource-sensitive CAD Equity is steady in 2nd place, while US and International Equity have dropped down in the rankings. In this issue of Equity Leaders Weekly, we look at recent broad-based strength in the Canadian Dollar and at the implications of a breakdown in the Russell 2000.

The arrival of May has brought renewed interest in stocks and particularly commodities, with catchup/reopening plays and small caps attracting particular attention. In this issue of Equity Leaders Weekly, we look at recent strength in the prices of oil and rice, and what that means for markets.

The coming week brings another flurry of results from companies on both sides of the border, with a particular focus on the energy, pharmaceutical, insurance, movie theatre, ride-sharing, travel, automotive, and forest products sectors. The turn of the month also brings a number of key economic reports including Manufacturing and Service PMI surveys from around the world and North American employment reports. In this issue of Equity Leaders Weekly, we look at recent strength in the NASDAQ Composite and in the Canadian Dollar.

The first week of earnings season has been somewhat odd. Overall, initial results have been coming in significantly stronger than expected, but the reaction has been somewhat mixed. In this issue of Equity Leaders Weekly, we look at resurgences in International Equities and in the price of Gold.

While investors have been patiently waiting for the start of earnings season, equities have continued to be well supported. Just about every day in the last week, one or both of the Dow Jones Industrial Average or the S&P 500 has closed at an all-time record, while the NASDAQ Composite has started to rebound from a late winter correction. In this issue of Equity Leaders Weekly, we look at recent action in the NASDAQ Composite Index and the iShares US Financials ETF for insights into the state of investor sentiment.

It’s a relatively quiet week for equity markets in what could be the calm before the storm as investors mark time waiting for the start of earnings season which kicks off next Wednesday-Thursday with results from several big banks and brokerages in the US, plus some of Canada’s media companies. In this issue of Equity Leaders Weekly, we take a look at two commodity markets which don’t usually attract attention from investors but have started to recently, steel and uranium.