Views by JPM/Citi/BlackRock/MS/CDN Banks

 February 23, 2018 |Bruce MacKay
Views by JPM/Citi/BlackRock/MS/CDN Banks Equity indices holding steady this week – and sentiment retains a cautious tone – hawkish bias in minutes of Fed seems to be the reason. Positives: Earnings season – estimates continuing to rise as earnings season...
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Just/Normalized Valuations/Expectations Elevated

 February 16, 2018 |Bruce MacKay
Just/Normalized Valuations/Expectations Elevated Last week’s headlines – just a correction – so far this week it looks like it – US & CDN equities rally back – Dow up 6.3% + TSX up 4% - will it hold? Positives: What causes a correction – so many views...
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Just a Correction / It’s the Economy / ETF Driven

 February 09, 2018 |Bruce MacKay
Just a Correction / It’s the Economy / ETF Driven The Correction we have been expecting is here. It’s just a correction. Economy is doing well – economic growth will ultimately be a tailwind for equities. Positives: De-risking occurring – look at the...
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Volatility Returns/Clear Skies Ahead/S&P 500 Tgt

 February 02, 2018 |Bruce MacKay
Volatility Returns/Clear Skies Ahead/S&P 500 Tgt Rocky equity markets this week as volatility returns. We have seen a lot of good news over past few months – perhaps a break for a while. Correction? Positives: Income producing stocks still place to be...
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