FLCA News and Press, Franklin FTSE Canada From 05/16/22

Canadian Natural Resources offers shareholders a 4% yield that's very likely to increase again starting Q4 2022. Canadian Natural carries a slightly leveraged balance sheet that is stopping it from meaningfully upwards revising its capital return program. I estimate that over the ...

The Russian invasion of Ukraine and the subsequent imposition of sanctions by a range of governments have served to reset the global geopolitical compass, with an immediate impact on oil and gas markets and investments. Elevated prices and new sources of demand will create opportuniti...

Fed fight against inflation rattles markets. April U.S. consumer price index eases slightly. Markets ratchet up rate-hike expectations for global central banks. For further details see: What's Driving The Volatility In Markets?

Why markets have been falling ever since the Fed hiked rates? Why bonds may now provide improved opportunities for investors? Volatility likely isn't going anywhere anytime soon. So, what should investors do? For further details see: Markets Sell Off As Volatility Spikes...

Overall indebtedness is higher than it was before the health crisis, as households took advantage of rock bottom rates. Expects that higher borrowing costs will meaningfully temper Canadians’ appetite for new loans. For existing borrowers, if the labour market remains healt...

At its April meeting, the Bank of Canada accelerated its tightening cycle, building on March’s 25-basis-point rate hike with a larger, 50bp increase to lift the overnight rate to 1%. The central bank accelerated tightening with a large rate hike and quantitative tightening, ami...

Every asset class has been on a rollercoaster ride as investors are watching central bankers all around globe tighten monetary policy to fight inflation. The focus for the upcoming week will naturally be a slew of Fed speak and the latest US CPI data which is expected to show inflatio...

The US construction sector has outperformed Canada and Mexico over the past 18 months, but the headwinds facing the US are now intensifying. The Infrastructure Investment and Jobs Act totals around $1.2tr of spending for the next five years. The fundamentals underpinning the Canad...

Expects the bond market volatility to come off the boil a little bit or even better, see a rally in yields. There's a lot already priced into the bond market with respect to central bank interest rate hikes. Michael Craig, Head of Asset Allocation and Derivatives, TD Asset Managem...

After US median home prices collapsed 40% nationally by 2011, American disposable income growth was able to get ahead of home appreciation for a few years. The median household is now adding about $6400 in new debt per year to meet their obligations. Unfortunately, those who borro...