May 6, 2022 | Market Commentary
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....
Apr 22, 2022 | Market Commentary
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...
Apr 21, 2022 | Market Commentary
“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...
Feb 10, 2022 | Market Commentary, 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....
Feb 1, 2022 | Market Commentary
IMPACT COMMENTARY “Global economic conditions remain good by historical standards and corporate-profit growth has been strong. However, the cycle is shifting. Moderating growth, the new Omicron variant and fading monetary stimulus have resulted in volatility in...
Jan 29, 2022 | Market Commentary
Overview This month’s Scotsman’s note tackles a wide range of topics, beginning with the Omicron variant of SARS-CoV-2, the latest strain of the coronavirus to be designated a “variant of concern” by the World Health Organization (WHO). We then tackle new...
