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Mike’s Midweek Comment

Buckle Up: Here Comes Higher Rates

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Posted by Michael Campbell

on Wednesday, 05 July 2017 22:26

 

The markets are beginning to react to the hints coming from Central Banks around the world that interest rates are going to rise. Right now 90% of analysts think that Stephen Poloz, the current Governor of the Bank of Canada will raise rates this fall. Rate increases that will change the investment landscape across the board. Possibly the only factor that will hold back a rise in Canadian rates would be another significant fall in oil prices. 

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Mike’s Midweek Comment

Mid-Week Update: Whereto Oil, UBER & Sears

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Posted by Michael Campbell

on Thursday, 22 June 2017 06:55

Despite OPEC still talking about producton cuts which had Oil in the fities in April, Oil breaks below $43 today setting up big problems for Canada's economy and its deficits. The main driiving force behine the drop in Oil is how easily American frackers have been in ramping up their production and lowering their costs. Meanwhile the “rest of the world” has been very slow to embrace fracking, but when they do it seems inevitable that they are going to add to the low cost supply of oil. Amateur hour is over with UBER's CEO resigning with their stock trading at a value of 68-70 Billion dollars. Mike describes UBER's pioneering and dynamic new "Family Program". Sears, another of the great traditional retailers is preoaring to file for bankruptcy potentially throwing 16 thousand out of work while Amazon continues to expand. 

....also from Michael: Financially Illiterate Graduates a Political Boon

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Mike’s Midweek Comment

Changes Coming Along With Higher Canadian Interest Rates

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Posted by Michael Campbell

on Wednesday, 14 June 2017 22:03

 

The Fed moved interest rates higher today putting pressure on Canada to raise rates. With BOC Stephen Poloz saying low rates "have done their job", and with Canadian growth outperforming the US recently it looks like higher rates are coming to Canada too. Will it be 1/4 of a percent, 1/2%....? Despite lower Oil it's significant the Canadian dollar is rallying. The ancient Canadian retail giant Hudsons Bay has doubts its can survive with the move towards internet purchasing. That big trend is forcing the mall in your neighborhood to change, Michael describes what some of the successful are doing in the US.

....also from Michael: Hockey & Economics 101

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Mike’s Midweek Comment

Congressional Testimony & British Election Drama

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Posted by Michael Campbell

on Wednesday, 07 June 2017 20:17

 

 With the testimony of FBI Director James Comey tomorrow, Donald Trump's tax and infrastructure program is on the hotseat putting the Trump rally at risk.  As this drama unfolds the markets are also on high alert for the results of the British Election which has ramifications throughout Europe.

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Mike’s Midweek Comment

All Politics All The Time - Uncertainty

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Posted by Michael Campbell

on Wednesday, 31 May 2017 18:57

Shifting British Election polls triggers Brexit dispute.... again, the fallout from Softwood Lumber tariffs, the new Green tax hungry pipeline hating BC Government, Trump's tax adgenda with the inter-connectivity of all World Markets are creating uncertainty

....also from Mike: A Powerful Argument Against Climate Policy

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Mike’s Midweek Comment

Bank of Canada Interest Rates, the Economy & Misery Loves Company

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Posted by Michael Campbell

on Wednesday, 24 May 2017 20:27

Today the Stephen Poloz, Governor of the Bank of Canada said they are keeping rates the same for the 15th time in face of uncertainty.  Also his views of the economy, challenges from the US including the selloff of their strategic oil reserve and more....

...also from Mike: Is Cancelling Kinder Morgan the Best way to reduce emissions.

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Mike’s Midweek Comment

Political Uncertainty & The Stock Market

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Posted by Michael Campbell

on Thursday, 18 May 2017 08:17

The markets show weakness on the heels of Donald Trumps political problems that suddenly place his market positive tax agenda in jeopardy.

...also from Michael: Homeowners Beware - Canada Needs Money Now

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Mike’s Midweek Comment

Whose in Charge of BC Now?

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Posted by Michael Campbell

on Wednesday, 10 May 2017 11:41

Big Challenges as BC gets Minority Government - NAFTA, healthcare, Softwood Lumber tariffs, the efficiency of the tax system, are just a few of the problems made suddenly more difficult.

...related: Battle of the NDP titans - BC vs Alberta

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Mike’s Midweek Comment

A Dive Into April's Real Estate Numbers

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Posted by Michael Campbell

on Wednesday, 03 May 2017 21:56

A big overall decline of 25.7% in sales this Apri vs last April, but single family detached sales down 39%. Dramatically reduced supply is keeping prices firm. Much more....

....also from Michael: Mike's Official BC Election Platform

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Mike’s Midweek Comment

Trade Troubles & Real Estate Slowdown

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Posted by Michael Campbell

on Thursday, 27 April 2017 05:01

It's election time and the effects on markets and provinces of Donald Trump saying up to a 20% average tariff on softwood lumber is big news with 60,000 jobs in BC on the hook, especially with some other duties running as high as 35%.

...also from Michael: We Are Caught In A Time Warp

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