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.

 


 

Tricky Tricky

September 12, 2025 |Nick Scholte

A spike in weekly jobless claims might, perhaps, be offset by a course change in Fed policy. Fed guidance next week will be particularly important.

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Growing Speculation that a 0.50% Rate Cut Looms

September 05, 2025 |Nick Scholte

With another disappointing Employment Report released this morning, speculation grows that perhaps a 0.50% interest-rate cut is in store.

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Fed Independence Teeters

August 29, 2025 |Nick Scholte

Central bank independence is a cornerstone of properly functioning market-based national economies. Recent actions are threatening that independence.

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Employment Stumbles

August 01, 2025 |Nick Scholte

Corporate earnings are going very well; tariff headlines are mixed; but the employment picture took a major step back.

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Ten Trade Deals said to be Imminent

June 27, 2025 |Nick Scholte

Unfortunately, Canada's own trade negotiations were terminated by president Trump owing to Canada proceeding with a digital services tax.

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Wait and See...

June 20, 2025 |Nick Scholte

... in the mid-East and with the Fed's Preferred Measure of Inflation.

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China Trade, Tame Inflation and Israel/Iran

June 13, 2025 |Nick Scholte
To my clients: It was a mixed week for North American stock markets with the Canadian TSX finishing up 0.3%; the U.S. Dow Jones Index down 1.3%; and the U.S. S&P 500 down 0.4%. Seven points to make this week: 1) Inflation, as measured by the Consumer...
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So, What did the Economic Data Reveal?

June 06, 2025 |Nick Scholte

The Big 3 data points this week revealed a slowing economy, but perhaps not as weak as many might have thought.

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Next Week Should Be Revealing

May 30, 2025 |Nick Scholte

The "Big 3" economic indicators next week will be solidly reflective of tariff developments. It will be interesting to see how much the underlying economy is truly reacting.

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One Trade Deal Signed, and Talks with China to Commence

May 09, 2025 |Nick Scholte
To my clients: I will be away from the office next Wednesday through Friday (at volleyball nationals in Edmonton for my daughter!) and will not be writing a weekly update. I’ll be connected while away and will be periodically checking on news and market...
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