We are pleased to present the latest editions of the Economic Monitor and the Market Monitor from Dynamic Funds Economics, prepared by Chief Economist Dr. Martin Murenbeeld and Senior Economist William Tharp; a division which provides independent analysis and research to retail and institutional interests from across the globe.
Dynamic Funds Economic Monitor
With the unseasonably bad winter weather now behind us, forthcoming US and Canadian economic data ought to be bouncing back from
depressed levels. But the data will settle down two/three months thereafter to a more sustainable trend.
Dynamic Funds Economic Monitor - March 2014
Monthly Market Snapshot
‘Tis the season for annual reports. Berkshire Hathaway’s offering, specifically, the Chairman’s Letter portion, is a must read for any serious
investor. Over the decades, this document has been loaded with insights and nuggets of wisdom from one of the greatest investors of all
time – Warren Buffett. Savvy Canadian investors may be familiar with the musings of Prem Watsa in Fairfax Financial’s annual report
(he remains far from bullish). Those unfamiliar would be wise to bring themselves up to speed.
Monthly Market Snapshot - April 2014
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.
Scotiabank's Global Forecast Update
Scotia Economics provides clients with in-depth commentary regarding the factors shaping the outlook for Canada and the global economy, including macroeconomic developments, currency and capital market trends, commodity and industry performance, as well as monetary and public policy issues.
Normalizing U.S. Interest Rates, Sooner
Federal Reserve Chair Janet Yellen indicated on March 19th that rate hikes could begin within six months of ending the Fed’s bond purchase
program. It is likely that QE3 will conclude by October of this year,assuming a steady pace of ongoing reductions in bond purchases, and
that rate increases could commence as soon as at the March 18, 2015 FOMC meeting. However, our forecast lags that guidance a bit, and there
are risks in both directions.
Scotiabank Global Forecast - March 26, 2014