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.

 


 

Corporate Earnings Poised to Hit New Record

Jul 23, 2021 |Nick Scholte

Yes, the economic rebound has been strong. But stronger still have been the corporate results and forward guidance.

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How Transitory is Inflation?

Jul 16, 2021 |Nick Scholte

"Pandemic Idiosyncrasies" - much of which appear to be automobile related - account for nearly all of the very elevated month-over-month inflation measure. Underlying inflation looks broadly in line with the past 25 year average.

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How Does Nick Scholte Make His Decisions?

Jul 09, 2021 |Nick Scholte

My weekly client updates are written by myself and represent my own, independent, thoughts. Not surprisingly though, I am heavily supported by a number of research platforms both internal and external to RBC.

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Strong Economic Data Continues

Jul 02, 2021 |Nick Scholte

Reflecting this strength, all six individual indicators in RBC Dominion Securities' proprietary 'Recession Scorecard' are solidly "flashing green" for the economy.

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Continue to Give Equities "The Benefit of the Doubt"

Jun 25, 2021 |Nick Scholte

No U.S. recession is in site and, per the message delivered at this week's Western Canadian Portfolio Management Conference, the stage remains set for an overweight in equities.

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A Modest Shift in Expectations by the Fed; No Shift in My Market Outlook

Jun 18, 2021 |Nick Scholte

While pushed forward, the median expectation of Fed members' nonetheless remains that rate hikes are two years away. At the same time, the Fed's 2021 GDP growth forecast was raised to 7.0%. The outlook remains bright.

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Inflation, Jobless Claims, and Global Vaccine Distribution

Jun 11, 2021 |Nick Scholte

As the title suggests, this week's update will consist of quick-hit comments on these topics.

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The Recovery Continues - Data Confirms It

Jun 04, 2021 |Nick Scholte

Collectively, the "Big 3" indicators are as strong as I've seen in my career. The recovery is further confirmed by the trend in weekly jobless claims which continue to fall.

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A Welcome Return to Traditional Economic Data

May 29, 2021 |Nick Scholte

As new infections continue to decline, traditional economic measures come back into focus. This week a look at perhaps RBC Dominion Securities favourite indicator of recession - weekly jobless claims.

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Gold Bullion - A Temporary Hedge in Client Portfolios that has Largely Served its Purpose

May 21, 2021 |Nick Scholte

The 5% hedge position taken in 2020 has recently been reduced by half. Further reduction, or outright elimination, of the remaining 2.5% is imminent.

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