Category: Equity Leaders Weekly

In this issue of Equity Leaders Weekly, we look at what diverging index action in the US is telling us about investor sentiment, and at recent cracks in the energy sector.

Between the end of the quarter, the start of summer and holidays in the US and Canada, the last week has been one of the quietest for equity markets in a long time. The coming ten days, however, have the potential to be quite different, as we move into July earnings season which historically has seen equities bounce back from spring corrections. In this issue of Equity Leaders Weekly, we take our monthly look at the Sector Scopes feature, and at what recent gains for the semiconductor sector are telling us about investor sentiment.

In this issue of Equity Leaders Weekly, we look at the internet and transportation sectors as examples of capital rotation within North American Equity Markets. In particular note how the theme of significant divergences continues to play out, which can impact indices differently depending on their composition.

Equity markets continue to grind their way sideways. With summer approaching and corporate news in between earnings seasons, investors appear to be marking time waiting for the next big catalyst to appear. In this issue of Equity Leaders Weekly, we explore differences in investor sentiment within equities with a look at the US homebuilding sectors and at emerging markets.

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.