Tariffs/CEO’s Time is Now/Several More Years

 June 29, 2018 |Bruce MacKay
Tariffs/CEO’s Time is Now/Several More Years US, CDN & oversea equity markets drifting lower this week – end of quarter window dressing supporting equities. Positives: US bank stress test results help banks prepare to return excess capital to shareholders...
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6th Inning / Tune Out Noise / Ecstatic Confidence

 June 22, 2018 |Bruce MacKay
6th Inning / Tune Out Noise / Ecstatic Confidence Lots of negative news (as always) and equity markets mixed = TSX all-time high – DOW having 6th bounce in trading range this year & Nasdaq (technology sector) doing very well. What’s next? Positives: Ned...
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Election/Barreling Along/It’s About Employment

 June 08, 2018 |Bruce MacKay
Election/Barreling Along/It’s About Employment Election results – will they really drive CAD’s growth. Equity markets trend higher this week, even with all the political news. Next is G7 meeting & next week’s full slate of central bank meetings. Positives:...
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Politics Drive/Global Picture+/Deregulation Helps

 June 01, 2018 |Bruce MacKay
Politics Drive/Global Picture+/Deregulation Helps Volatility continues this week in equity markets – seems to be all politically driven – as earnings season was a hit and 75% of companies beating revenue estimates. Positives: Ned Davis S&P 500 Sector...
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