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.

 

 

1st Quarter US GDP Comes in Significantly Higher Than Expectations, Revealing an Economy Doing Much Better than the Dire Predictions of Late 2018

 April 27, 2019 |Nick Scholte

While still a slowdown in economic growth from the torrid tax-cut fueled growth rates seen in early 2018, recession seems unlikely

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At 192,000, Jobless Claims Reach a New 50-year Low

 April 19, 2019 |Nick Scholte

Further, this 50-year low in absolute numbers is likely an ALL-TIME low in relative terms

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U.S./China Trade Negotiations Continue to Progress

 April 13, 2019 |Nick Scholte

And the market appears to be "pricing in" a favourable outcome; should the reverse occur, the downside potential in the markets appears to outweigh the upside. That said, I continue to expect a deal of some type will eventually be reached.

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More Thoughts on the Recent Yield Curve Inversion Which, To Date, is NOT Supported by Other Major Indicators Tracked by RBC

 April 06, 2019 |Nick Scholte

The yield curve inversion was shallow and short-lived, and recession still does not appear imminent. Should recession ever appear imminent, planned equity (stock) reductions will be significantly greater than those to date

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