A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.



Jobless Claims Plunge Below a Key Level, Consumer Spending is Robust and Corporate Earnings are Strong

Oct 15, 2021 |Nick Scholte

No surprise then that the markets had a good week and are again nearing all-time highs after the recent September correction.

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Key Economic Measures Indicate Continued Strong Expansion, Although Employment Data Disappoints

Oct 08, 2021 |Nick Scholte

Two consecutive months of disappointing employment data bears watching, but its likely a result of the delta covid wave in the U.S.. That particular wave has now clearly peaked and rolled over.

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I Reiterate, Corrections are a Normal Part of Market Behaviour

Oct 01, 2021 |Nick Scholte

The title notwithstanding, what might have contributed to the September weakness in markets? In this era of heightened U.S. political disfunction, certainly debt ceiling negotiations played a role.

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Recession is Nowhere in Sight

Sep 17, 2021 |Nick Scholte

Here are a handful of less commonly cited reasons as to "why" this is the case.

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More Thoughts on Employment

Sep 10, 2021 |Nick Scholte

Weekly jobless claims are at a pandemic era low, and there are a record 10.9 million U.S. job openings.. With this as the backdrop, why did last week's Employment Report miss expectations so badly? A likely contributing factor expired this week.

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Delta is Clouding the Employment Picture - But it's Not a Game-Changer

Sep 03, 2021 |Nick Scholte

A huge miss in U.S. hiring was concentrated in the leisure and hospitality industries. Offsetting the employment miss was continued strength in the ISM Manufacturing and Services Indices.

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Infrastructure Spending Will Further Bolster the Economic Outlook

Aug 13, 2021 |Nick Scholte

Recession is nowhere in sight. Economic indicators of all stripes show this to be the case. A $1.2 trillion infrastructure plan passed with bi-partisan support by the U.S. Senate, and seemingly destined to become law, will further fuel the expansion.

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The Economy AND Corporate Profits are Firing In Sync

Aug 06, 2021 |Nick Scholte

Major economic indicators are, collectively, as strong as I've seen in my career. Corporate profits are now 24% higher than the pre-covid comparable peak in 2019.

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Will the Delta Variant Derail the Recovery? I Think Not

Jul 30, 2021 |Nick Scholte

Meanwhile, Canada is now among the top handful of countries in terms of total vaccine distribution.

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