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Weekly Update for the week ending April 5, 2024

Navigating the world of investing often mirrors the emotional rollercoaster experienced by hockey fans as the season nears its end and the draft lottery looms. The dilemma? To wholeheartedly support your team’s victories or, paradoxically, hope for losses if it secures a superior draft spot. This dichotomy is strikingly similar in the realm of investments, where economic news can simultaneously herald positive developments and trigger investor apprehension. Take, for example, the recent labour report from the US: It showed job growth and wage increases surpassing expectations—a testament to a thriving economy and a win for the workforce. Yet, for those keen on seeing interest rates decline, this was a setback. Rising wages, after all, can exacerbate inflationary pressures. The statement by a Federal Reserve official that it is “much too soon to think about cutting interest rates” effectively quashed any hopes for an imminent rate cut, epitomizing the scenario where robust economic health can dampen prospects for those favoring lower interest rates. ☹

Weekly Update for the week ending February 17, 2023

Items that may only interest or educate me …. Canadian inflation data, US inflation data, … Statistics Canada’s latest Canadian Industrial Product Price Index (IPPI), prices that producers in Canada receive as goods leave the plant, reported an increase of 0.4% in January over December, while on a year over year basis, producer prices went […]

Weekly Update for the week ending February 3, 2023

Items that may only interest or educate me …. US interest rates, European interest rates, Huge job growth int the US, Slowing Canadian GDP, Big tech earnings’ misses … As expected, in a unanimous decision by members of the US Federal Reserve System’s (Fed) Federal Open Market Committee (FOMC), they increased the US benchmark interest […]