Wellington-Altus Private Counsel

Market Research

Market Insights August 2024

August 2024 – Tomorrow, tomorrow’s wind will blow.

Welcome to this month’s Market Strategy. This edition we take a closer look at what caused the huge spike in volatility sending global markets suddenly correcting before subsequently rebounding in short order. In particular, we examine what is called “the yen carry trade” and how central bank policy and currency markets have had an outsized influence on equity markets which has created some opportunities as well as some new risks.

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August 15, 2024

July 2024 – Bronco busting Q2 earnings season

Welcome to this month’s Market Strategy. This upcoming earnings season is going to be an important one, especially given the rising gap between share price performance and the underlying fundamentals, resulting in extreme market concentration. Markets are highly imbalanced, and we hope that it can center itself with a recovery by the non-tech segments of the global market instead of a correction from the current market leaders.

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July 15, 2024

June 2024 – bond traps and taxation

Welcome to this month’s Market Strategy. Markets continue to be led higher by the American powerhouse Nvidia and other mega cap tech while bullish bets on the broader global economy have fallen to decade lows if oil speculators provide any indication of what’s ahead. Meanwhile, asset managers are going all-in on the falling interest rate trade by shorting the U.S. dollar and buying U.S. treasuries. This has pushed the U.S. Dollar Index (DXY) down nearly 2 per cent and 20-year treasuries up over 3 per cent in May.

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June 15, 2024

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