Description: Could the Federal Reserve ever adopt a negative rate policy? Source: MarketWatch.com Date: Nov 12, 2019 Link: https://sponsor.marketwatch.com/cme-group/economist-perspective-negative-rates-an-option-in-the-feds-playbook/ Questions for discussion: Summarize Blu Putnam’s opinions on future Fed actions. Do you agree? What should investors take away from these thoughts?
Posts Categorized: Economic Analysis
Description: The deal would be the biggest LBO ever — and carry echoes of a troubled deal of the past Source: MarketWatch.com Date: Nov 07, 2019 Link: https://www.marketwatch.com/story/walgreens-possible-70-billion-buyout-is-a-clear-sign-the-stock-market-rally-is-about-to-end-2019-11-06?mod=home-page Questions for discussion: What are the concerns, as highlighted in the article? Do you share these concerns?
Description: The S&P 500 surged to a new all-time high on Monday, and Goldman Sachs says the bull market will keep on rolling into 2020 on the back of three big buyers: corporations, foreign investors and US households. Companies will spend $470 billion on stocks next year, with foreign investors and US households contributing $50 billion and… Read more »
Description: With stocks near all time highs, and the Fed signaling that after three rate cuts they’re ready to hit pause (indicating they don’t believe the economy is about to slide into recession) it may be tempting for investors to breathe easy, too. Source: Fortune.com – video report Date: Oct 31, 2019 Link: https://fortune.com/2019/10/31/secret-recession-signs-next-downturn-2019-2020/ Questions… Read more »
Description: The U.S. dollar index could fall to as low as 85 as the Federal Reserve grows its balance sheet again by purchasing more bond assets, a Citi strategist said Thursday. Source: CNBC.com – video report Date: Nov 01, 2019 Link: https://www.cnbc.com/2019/11/01/us-dollar-could-weaken-to-85-on-the-dollar-index-citi.html Questions for discussion: Summarize the predictions made in this report for the value of the U.S. dollar. How should… Read more »
Description: CALGARY / EDMONTON – Described as a “tragedy” in a downtrodden industry, one of Canada’s oldest and largest energy companies Encana Corp. is dropping Canada from its name and moving to the United States to attract more investors. Source: FinancialPost.com – video report Date: Oct 31, 2019 Link: https://business.financialpost.com/commodities/energy/bitter-pill-to-swallow-fear-and-dismay-as-encana-chooses-u-s-as-new-home?video_autoplay=true Questions for discussion: Why is… Read more »
Description: Canada’s $2.2 trillion stock market has hit multiple records this year but that’s not impressing foreign investors. Source: BNNBloomberg.com – video report Date: Oct 24, 2019 Link: https://www.bnnbloomberg.ca/foreigners-are-so-over-canada-stocks-as-flows-dip-to-7-year-low-1.1336836 Questions for discussion: Explain what the report says is happening in Canada’s stock markets. Do you think this is a good time to be a contrarian?
Description: Sometimes being contrarian in markets pays off handsomely. And that appears to be the line of thinking at the world’s largest asset manager BlackRock as the calendar gets ready to turn to 2020. Source: Yahoo.Finance.com – video report Date: Oct 17, 2019 Link: https://finance.yahoo.com/news/the-economy-could-shock-all-the-bears-in-2020-194835472.html Questions for discussion: What does Mike Pyle say is happening… Read more »
Description: Canada’s economy has been a bright spot in the dimming global economy — but perhaps not for much longer, according to several bold calls at Bloomberg’s Canadian Fixed Income Conference Wednesday. Source: BNNBloomberg.com – video report Date: Oct 17, 2019 Link: https://www.bnnbloomberg.ca/recession-odds-in-canada-s-crude-condo-and-cannabis-economy-1.1332984 Questions for discussion: What does David Rosenberg say is happening in the… Read more »
Description: How economies work has changed radically. So must economic policy Source: Economist.com Date: Oct 10, 2019 Link: https://www.economist.com/leaders/2019/10/10/the-world-economys-strange-new-rules Questions for discussion: Summarize the highlights discussed in this article. How do you think the restructuring process will play out?