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COMMENT
COMMENT
March 22, 2019
5-year US dollar index. If there's one thing to look at to worry about, the US dollar is interesting. Nascent uptrend into late fall caused markets lots of problems. Started falling late November. Strong US dollar is not good for lots of reasons. Investors are anticipating good outcomes for Brexit, US-Europe, US-China trade relations. EMs benefit from weaker US dollar, as well as US global corporations. Weaker dollar is good for markets. General downward trend from 2016 should continue if we want markets to remain positive.
General Market Comment
March 22, 2019
5-year US dollar index. If there's one thing to look at to worry about, the US dollar is interesting. Nascent uptrend into late fall caused markets lots of problems. Started falling late November. Strong US dollar is not good for lots of reasons. Investors are anticipating good outcomes for Brexit, US-Europe, US-China trade relations. EMs benefit from weaker US dollar, as well as US global corporations. Weaker dollar is good for markets. General downward trend from 2016 should continue if we want markets to remain positive.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
COMMENT
COMMENT
March 22, 2019
S&P chart. Bottoming pattern. Not surprised to see a bit of chop. By and large, pretty positive. May go sideways for a bit. Lots of people are concerned we're in late cycle. He says we're more in a mushy mid-cycle. Base metals and technology have been strong.
General Market Comment
March 22, 2019
S&P chart. Bottoming pattern. Not surprised to see a bit of chop. By and large, pretty positive. May go sideways for a bit. Lots of people are concerned we're in late cycle. He says we're more in a mushy mid-cycle. Base metals and technology have been strong.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
COMMENT
COMMENT
March 22, 2019
TSX. Has moved up faster off the bottom. Want to see it break through, should see some softness first, especially in energy and base metals. Some of the defensive plays will come back in the picture after the fall selloff.
General Market Comment
March 22, 2019
TSX. Has moved up faster off the bottom. Want to see it break through, should see some softness first, especially in energy and base metals. Some of the defensive plays will come back in the picture after the fall selloff.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
COMMENT
COMMENT
March 22, 2019
Copper. Trying to make a bottom. Getting back above $3 is critical. Goes back to the US dollar, to which it's correlated in many spots. Expects copper to hold in here, and China is the biggest determinant of where it goes.
General Market Comment
March 22, 2019
Copper. Trying to make a bottom. Getting back above $3 is critical. Goes back to the US dollar, to which it's correlated in many spots. Expects copper to hold in here, and China is the biggest determinant of where it goes.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.