FLCA News and Press, Franklin FTSE Canada From 08/09/22

With so much negativity baked in, it may have been inevitable that markets would rebound. The strong U.S. jobs numbers highlight the challenges in reading the economy. As the Fed hikes rates, it's not just slowing the economy, it's building back its credibility. ...

Why European countries like Germany may be facing a natural gas crisis this coming winter. Europe's natural gas crunch as countries rethinking their production strategies. Supply worries are changing the global natural gas landscape. The price of natural gas coul...

The tech-heavy Nasdaq had rallied 19% since June 16 and remained -21% since November. The widely-benchmarked S&P 500 was +10% from June and -13% from its January 3rd peak. Central banks are tightening, and the macro backdrop is deteriorating at an accelerating pace. ...

The Bitcoin variety, I don't think it will live. I think, we have two significant government agencies which will make sure it's going to die. At the beginning of this year, a lot of people spoke about the Fed put as something that was going to support markets, equity markets, obviousl...

The second quarter was dominated by negative market sentiment amid worries over skyrocketing inflation and the risks of a global recession. The broad market selloff over the past few months led almost all markets to finish the second quarter with negative returns in U.S. dollars and l...

Central banks in major economies expected as recently as a few months ago that they could tighten monetary policy very gradually. Central bank actions and communications about the likely path of policy have led to a significant rise in real (inflation-adjusted) interest rates on gover...

Why a reset of earnings expectations may be good for markets. How the current environment has some companies evaluating their cost structures and looking to protect margins. The current earnings season may be hinting at an economic downturn. With earnings season ...

The S&P 500 closes July in its fourth and largest counter-trend rally since beginning the 2022 bear market. The tech-heavy NASDAQ has led the way lower since January in its own succession of ladders and snakes within an ongoing bear market. Canada’s TSX index tends to l...

Rather than making money harder to get, the U.S. government needs to focus on the other side of the demand vs. supply equation. The Fed’s prescription is to suppress demand (borrowing and spending) by raising interest rates. In March 2022, the Federal Reserve tackled inflat...

Why inflation may not be all bad for real estate? Is Canadian real estate facing a crash? Not likely. How a slower Canadian housing market may affect economic growth? Aggressive interest rate hikes by central banks have sent a significant chill across the real es...