Michael's Blog

Good Morning, Inflationary pressures, once expected to prove temporary, have mutated into a persistent force. Expectations that central banks would largely ignore near-term inflation have given way to higher interest rate expectations in recent weeks...

Problems with supply chains have become a greater source of concern and are underpinning inflation pressures. There is no quick way to relieve the bottlenecks. We examine the root causes, and discuss the impact on the equity market. As major equity indexes...

It has been a volatile week, to say the least. Inflation concerns were front and centre yet again, as political squabbling over the U.S. debt ceiling has dominated recent headlines, but that’s not the only concern we see for investors. Recent developments...

Given the tear it’s been on since the pandemic lows, it shouldn’t come as a surprise that the stock market would take a much-needed rest, even more so as it’s navigating through some challenges. And while there could be more volatility ahead, we think...