U.S. Election: Policy And Positioning

The upcoming U.S. Election is expected to be one of the most contentious in history. Inflation is trending lower, supporting Federal Reserve rate cuts. Cyclical and secular economic factors tend to influence the market more significantly than politics. Investors should remain focused on long-term fundamentals and stay invested.

Brent Holds Critical Support Amid U.S. Inventory Decline

Oil prices have declined over the past four days, but Brent oil remains at a crucial support level. The Chinese government has cut rates to stimulate economic growth following disappointing data. API reported a week-on-week decline in inventories of crude oil in the US. US GDP, PMI and PCE data could play a role in oil price moving ahead.

How Hurricanes Can Impact The Energy Sector

Hurricanes in the Gulf of Mexico can interrupt offshore energy production, which can be supportive for oil prices. Hurricanes pose a risk to energy assets along the Gulf Coast. Exports and offshore pipelines can be impacted. Refineries may shut down or reduce rates during hurricanes, leading to higher gasoline and diesel prices.

Are There Canadian Market Opportunities Hiding In Plain Sight?

Michael O'Brien, Managing Director and Head of the Core Canadian Equity Team at TD Asset Management says some Canadian stocks may be ripe for the picking. He says the Canadian market has been overshadowed by the excitement around AI and tech stocks. O’Brien says Canadian stocks are having a solid year and are not overvalued.

USD/CAD Eyes Breakout As Oil Price Slide Continues, BoC Meeting Next

USD/CAD is nearing a breakout after being range-bound since April. The Bank of Canada is expected to cut rates this week due to rising unemployment, falling consumer spending, and slowing GDP per capita. Oil prices continued their slide at the start of the week. The Canadian Dollar is being driven by falling oil prices and a weakening Canadian Dollar. USD/Cad is back at the top end of a wedge pattern.

The Best Tech And Energy Stocks Should Remain Strong

Weekly Report: what happened at DBE last week (0715-0719)?

OPEC Update, July 2024

Why Closer Attention Is Now Being Paid To LNG Emissions

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Where Investors Are Starting To Turn Their Attention As Big Tech Loses Steam

MoneyTalk's Anthony Okolie talks with David Sekera, Chief U.S. Market Strategist with Morningstar Research. Sekera says the US markets are starting to strayed "pretty far into overvalued territory" The rotation out of big tech and into smaller-caps has been losing steam.

LNG Demand Growth Hinges On Asia

LNG demand is expected to grow by 35% by the end of the decade. Asia is set to dominate that growth, but the strong demand from Europe will ease. China and India will see the largest absolute growth in LNG demand. The risk for Europe is the potential for overcapacity on the regasification side.

The U.S. And Qatar To Drive LNG Supply Growth

Oil To Snap 3-Day Losing Streak On Declining U.S. Stockpiles

Oil Prices Hold Firm As Chinese Demand Concerns Rise

Weekly Report: what happened at DBE last week (0708-0712)?

Q3 2024 Equity Market Outlook

Home Market Outlook Today's Market Q3 2024 Equity Market Outlook: Neuberger Berman 2.93K Followers. We expect further corporate earnings growth across sectors, fueled by rising household net worth and a global industrial rebound. We recommend overweighting technology, communications and consumer discretionary stocks.

Scratching For Data In Determining Crude's Future Prices

March Non-OPEC And World Oil Production Rose

Despite Inflation, Americans Are Still Taking Summer Vacations