FLCA News and Press, Franklin FTSE Canada From 10/13/23

2023-10-13 00:30:00 ET Summary An inverted yield curve, with short-term debt yielding more than long-term bonds, benefits net interest income for households. Sticky wage inflation is likely to support core inflation longer unless there is some weakness in the labor market. The...

2023-10-10 11:40:00 ET Summary A decade of levered fiscal and monetary incentives has enabled yet another epic capital misallocation cycle. Housing-led economic downturns have historically been the most severe, and the price of homes enters this downcycle more elevated relative to...

2023-10-06 20:15:00 ET Summary Today, we have news that the Canadian and US economies are estimated to have created more jobs in September than forecast. As we enter the final quarter of 2023, central banks still threaten more rate hikes while contracting their monthly balance she...

2023-10-05 04:08:00 ET Summary The Federal Reserve continues to signal the potential for a further rate hike this year, given that inflation remains above target, the jobs market is tight and activity has proven to be surprisingly resilient. Official European Central Bank comments...

2023-10-05 03:27:00 ET Summary What to expect in the final quarter of the year. Why the Fed may not be done hiking rates. Why bond yields are grinding higher. Bond yields are rising as investors focus on the state of the U.S. economy and interest rates. Michael Cra...

2023-10-04 04:53:00 ET Summary A smaller fraction of the global population is living in absolute poverty than at any time in the history of the world. The installation and utilization of solar power has accelerated world-wide, and solar is now the fastest-growing source of electri...

2023-10-02 20:20:00 ET Summary When bank economists get bearish, you know that data looks pretty dour. Canadian consumer sentiment is negative for a reason: there are increasingly fewer resources to go around. A mild 20% bear market from here would evaporate the TSX’s p...

2023-09-30 01:00:00 ET Summary The impact of China's slowdown on the materials space. Why some materials players may not be as exposed to cyclical plays. How to play Canada's materials sector. Economic weakness in China has been creating challenges for Canadaȁ...

2023-09-27 05:01:00 ET Summary We believe a mild U.S. recession is more likely than not in 2024, although a soft-landing scenario cannot be ruled out. A recession is also likely in the UK and eurozone, but appears less likely in Australia. Equities may remain supported by soft-lan...

2023-09-22 08:31:17 ET Retail sales in Canada increased 0.3% in July over the previous month, slightly below market consensus of 0.4%. Retail sales ex autos rose to 1% in July from -0.70% a month ago. More on Canada Compare metrics for EWC to FLCA, HEWC EWC: Reasons ...