Scotsman’s Latest Market Thoughts — Monday June 13, 2022

Jun 13, 2022 | Insights

QUICK RECAP   Markets had a tough week. Target and Intel made negative announcements. Later in the week the CPI number came in at the highest level since 1981 and consumer sentiment plummeted. Recession fears are rising. KEY TALKING POINTS The S&P 500 closed at...

Newday Team Market Comments: Monday May 16, 2022

May 17, 2022 | Insights

MARKETS RECAP Last week was another dramatic and volatile one. A higher-than-expected inflation reading Wednesday spooked markets, but an even bigger sell-off occurred on Thursday when the S&P 500 briefly dipped to lows below 3,860.  On Friday, markets recovered...

Key Takeaways from April 2022 Jobs Report

May 6, 2022 | Insights

KEY POINTS FROM TODAY’S JOB REPORT Labour market conditions remain robust. A solid 428,000 gain in non-farm payroll employment in April (consensus forecast was 380,000) illustrates that the Fed was right to ignore the misleading contraction in first-quarter GDP....

Scotsman’s Latest Market Thoughts — Friday April 22, 2022

Apr 22, 2022 | Insights

The following are my thoughts about events unfolding in Russo/Ukraine and their potential market impacts: I thought from the beginning that Putin miscalculated his campaign, expecting a quick walk-in to Kyiv. I believe Putin to be very smart. However, I am a student...

Q1 2022 Global Equity Outlook Commentary

Apr 21, 2022 | Insights

“The war between Russia and Ukraine and the global response to the conflict are evolving rapidly, with the trajectories of economic growth and financial-market performance being significantly altered from just a month ago. Although we continue to think that the most...

Capital Markets Commentary – Feb 2022

Feb 10, 2022 | Insights, Uncategorized

CAPITAL MARKETS COMMENTARY Overview This month’s Scotsman’s note tackles a wide range of topics Omicron peaking, another potential variant, lockdowns ebbing, choppy markets, and Russia/Ukraine. More recently, the challenges have outweighed positive developments....