It has been a roller coaster ride for world markets in the last week. In this issue of Equity Leaders Weekly, we take a look at what action in gold is telling us about investor attitudes toward risk, and at the S&P 500 Retail ETF XRT.
It has been a roller coaster ride for world markets in the last week. In this issue of Equity Leaders Weekly, we take a look at what action in gold is telling us about investor attitudes toward risk, and at the S&P 500 Retail ETF XRT.
The seasonal September slide for stocks that started last week has continued into this week. Although US markets bounced back a bit yesterday, overseas markets continued to trend downward. In this issue of Equity Leaders Weekly, we look what recent technical action in Chinese stocks could mean for global equities, and at renewed interest in the uranium market.
The coming week is pretty quiet for economic and corporate news. The European Central Bank meets today which investors may look to for hints on whether tapering is on the table for this year or not. Next week’s calendar is dominated by inflation, retail sales and industrial production reports from Canada, the US and China. In this issue of Equity Leaders Weekly, we look out monthly look at Sector Scopes and at what trading action in the alternative energy sector is telling us about investor sentiment and rolling takedowns.
September, historically the weakest month of the year for equities, has arrived with US investors still in a good mood following last week’s comments from Fed Chair Powell who didn’t say anything in his big Jackson Hole speech about tapering stimulus leaving investors to assume that the easy money party may continue for a while yet. In this issue of Equity Leaders Weekly, we look at breath and concentration issues in the current US market rally and at what gains in the US utilities sector is telling us about investor sentiment.
In this issue of Equity Leaders Weekly, we look at how the strength of the US economy does not seem to be coming from the small cap stocks, while in Canada, the Big Banks continue to post exceptional earnings which has drawn the eye of new potential taxes against the Canadian Financial sector announced by Trudeau as part of his parties’ campaign.
The middle of August to the middle of October has historically been the weakest and most volatile time of the year for stock markets over the last century. In this issue of Equity Leaders Weekly, we look at what a rising US Dollar and a falling Copper price are telling us about investor attitudes and expectations.
In this issue of Equity Leaders Weekly, we take a look at how Crude Oil has performed over the last year and half and how that has affected the Canadian Market with analysis on the S&P/TSX Composite Index.
In this issue of Equity Leaders Weekly, we take a look at how capital has started to return to sectors traditionally aligned with overall economic growth, revisiting the homebuilding (Consumer Discretionary) and steel (Materials) sectors.
In this issue of Equity Leaders Weekly, we look at the Biotechnology and Industrials sectors as examples of ongoing changes in equity sector leadership as we move through the summer.
In this issue of Equity Leaders Weekly, we look at the implications of the Russell 2000 passing a key technical test this week, and at what recent action in the price of wheat is telling us about inflation heading into next week’s Fed meeting.