Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
I’m hoping that RB Advisors report arguing that U.S. elections are mostly irrelevant to financial markets is true,
“Some of the historical returns are quite opposite to electioneering hyperboles. For example, who would have guessed that Energy would be the best performing sector during the Biden administration or that Emerging Markets would outperform US small stocks during the Trump administration? … There’s nothing inherently wrong with debt. However, the US has a significant asset/liability mismatch, i.e.
Long-term debt should have been more productively used to finance long-term assets, such as infrastructure, which the country now woefully needs.“The Canadian dollar firmed ever so slightly on Wednesday, but continues to flirt with four-year lows. The bigger picture is that at just under 72 cents it’s close to the weakest level in the past 20 years.
Debt United States Rent Yoy Market % Yoy Quarter Bank Of Canada Scott Barlow Kyle Stanley
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