Manufacturing Sector – Canada and the United States – July 2023.pptx
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Global factory activity took a further turn for the worse in July, private surveys showed on Tuesday, a sign slowing growth and weakness in China were taking a toll on the world economy. The downturn highlights the dilemma for policymakers who embarked on aggressive tightening cycles in a battle to keep inflation at bay and yet also need to try and forestall potential recessions. Source - https://www.msn.com/en-ca/money/topstories/world-factory-activity-shrinks-as-china-slowing-growth-take-toll/ar-AA1eD03H Additional sources and links: Lithium - https://www.sharecafe.com.au/2023/08/04/lithium-commodity-market-report/ Oil Production - https://www.reuters.com/business/energy/oil-prices-set-sixth-weekly-gain-producers-pledge-output-cuts-2023-08-04/ Natural Gas Production - https://www.wsj.com/articles/natural-gas-edges-higher-staying-in-2-500-2-800-range-e348ab95 Food security and supply - https://www.chinadaily.com.cn/a/202308/04/WS64cc58f0a31035260b81a4bb.html Lumber - https://biv.com/article/2023/08/lumber-prices-stabilize-demand-softwood-remains-strong Steel - https://www.hellenicshippingnews.com/iron-ore-slump-widens-as-china-demand-concerns-mount/ Tech - https://www.indianretailer.com/article/technology/digital-trends/how-technology-will-transform-manufacturing-sector-by-2025.a7020 ESG and manufacturing - https://sustainablereview.com/demystifying-esg-what-it-means-and-why-you-should-care/ Australia and GDP - https://sustainablereview.com/demystifying-esg-what-it-means-and-why-you-should-care/ UK - https://www.thetimes.co.uk/article/uk-manufacturers-suffer-worst-month-since-may-2020-h60rfb3zz
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Manufacturing Sector – United States – August 2023.pptx
Blog – Manufacturing Shipments and Orders – The United States – August 2023
Summary:
New orders for manufacturing technology in the United States totaled $353.9 million in July 2023, as per the latest report by AMT – The Association For Manufacturing Technology. This figure marked a 12.4% decline from June 2023 but remained only 10.5% lower than July 2022. Year-to-date orders amounted to $2.83 billion, reflecting a 12.7% decrease compared to the same period the previous year.
Douglas K. Woods, President of AMT, noted that July is typically a slower month for manufacturing technology orders, so a slight drop was expected. However, he pointed out a notable trend: over the last two months, the year-to-date order gap has narrowed during historically slow periods. While job shops have seen decreased orders, other industries that benefited from reshoring or government investments have helped fill the gap.
Among specific sectors, job shops, the largest customer segment, placed their lowest total monthly orders since August 2020. In contrast, metal valve manufacturers recorded their third-highest monthly order value on record, last seen in September 2018, making up nearly 5% of the total manufacturing technology order value for July 2023. Manufacturers of motor vehicle transmissions continued to order machinery at an elevated pace. However, the aerospace industry continued to order below its early 2022 peaks, with hopes that recent projects like the federal government's $1.5 billion investment in communications satellites might reverse this trend.
Source: https://www.sme.org/technologies/articles/2023/september/u.s.-manufacturing-technology-orders-dip-in-july-but-show-resilience-amid-economic-uncertainty
Stock Market Analysis and Commentary for WE September 9 2023.pptx
What did the markets tell us this week?
1. Housing supply and costs continue to plague countries around the world.
2. Gasoline prices are on the rise that puts pressure on central banks ability to hit their core inflation targets.
3. ESG adoption by both the private and public sector is leading to both funding concerns and the overall cost of implementing ESG policies.
4. Adopting technology as part of increasing food production is facing both capital and operational funding concerns.
5. Strike at LNG facility in Australia is leading to concerns around a supply chain disruption of natural gas for EMEA and Asia.
6. The threat of China dumping batteries into markets - https://www.ft.com/content/b6038e51-7b5b-4f97-a5da-9202e71562fc
7. Adoption of generative AI has been facing many challenges related to security, privacy, and ethical issues.
8. Lack of biodiversity planning as part of the overall climate mitigation including sustainable mining, forestry, oil, gas, agriculture, and housing
9. Geopolitical issues continue to impact supply chain.
10. The concerns of recession continue to plague both the private and public sector.
11. Productivity issues continue to plague governments around the world.
Stock Market Analysis and Commentary for WE September 15 2023.pptx
Blog – Analysis and Commentary – Stock Market – WE September 15 2023
Summary:
Stocks fell Friday as investors wrap up a volatile week ahead of the Federal Reserve's policy meeting.
The Dow Jones Industrials tumbled 288.87 points to close out Friday and the week at 34,618.24. At its lows, it completely wiped out Thursday's 332-point rally.
The S&P 500 index sank 54.78 points, or 1.2%, to 4,450.32.
The NASDAQ index plunged 217.72 points, or 1.6%, to 13,708.33.
The Dow held onto a winning week. The S&P 500 and NASDAQ both closed out the week with losses.
Information technology was the worst-performing sector in the S&P 500, down nearly 2%. Adobe shares fell more than 4% even after the software firm posted better-than-expected quarterly results. Shares of Arm Holdings were lower one day after its successful public debut.
Auto stocks General Motors and Stellantis N.V. were higher Friday, while Ford Motor was about flat. Thousands of members of the United Auto Workers went on strike after failing to reach a deal with the automakers Thursday night.
Elsewhere, Lennar shares slid 3%. The home construction firm posted third-quarter results that beat on the top and bottom lines.
On the economic front, the University of Michigan's consumer sentiment survey showed one-year inflation expectations dropped to 3.1% in
September, tied for the lowest since January 2021. Also, the five-year outlook fell to 2.7%, matching its lowest since December 2020.
What is up with the Stock Market for WE - April 14 2023.pptx
Blog – Stock Market Analysis for Week-Ending April 14, 2023
Summary:
The Dow Jones Industrial Average fell Friday, but notched a positive week, as investors assessed a weak retail sales report that dented enthusiasm around a stronger-than-expected start to corporate earnings.
The 30-stock Dow
dropped 143.22 points, or about 0.42%, to 33,886.47. The S&P 500 fell 0.21% to 4,137.64. Meanwhile, the Nasdaq Composite
slid 0.35% to 12,123.47.
The Dow, however, notched its fourth-straight positive week, rising 1.2%. The S&P 500 and the Nasdaq, meanwhile, nabbed their fourth positive week in five. The broad-market index added 0.79% for the week, while the Nasdaq ticked higher by 0.29%.
Source - https://www.cnbc.com/2023/04/13/stock-market-today-live-updates.html
Additional Sources:
Lithium price and supply - https://www.investorsobserver.com/news/qm-news/4619971545111386
Oil Production - https://ca.finance.yahoo.com/news/us-import-prices-fall-more-130519523.html
LNG Production - https://www.investorsobserver.com/news/qm-pr/8458744909354243
GDP Growth - https://www.weforum.org/agenda/2023/04/imf-global-growth-weakest-in-30-years-top-economics-news-2023/
Sustainability and ESG - https://www.pionline.com/esg/sustainable-development-goals-are-slipping-our-grasp-un-official-warns
Food security and costs - https://www.vision.org/global-problems-global-solutions-part-3-what-shall-we-eat-and-drink-9418 or https://www.arabnews.com/node/2286996/business-economy
Housing - https://www.abc.net.au/news/2023-04-15/australia-economic-problems-inflation-housing-recession-solution/102225108
Technology trends - https://www.entrepreneur.com/leadership/the-top-5-challenges-for-tech-leaders-in-2023/449118 or https://markets.businessinsider.com/news/stocks/ai-labor-market-linkedin-economist-jobs-unemployment-chatgpt-fed-interest-2023-4
Global Debt - https://newsus.cgtn.com/news/2023-04-15/IMF-and-the-World-Bank-address-world-debt-issues--1j0EmFTZ4oU/index.html
Supply chain - https://www.scmr.com/article/dhl_supply_chain_facility_is_showcasing_how_automation_humans_can_coexist
Innovation - https://www.geekwire.com/2023/heres-how-startups-can-position-themselves-against-big-tech-in-the-generative-ai-race/
Stock Market Analysis and Commentary for WE June 23 2023.pptx
Blog – Stock Market Analysis for the Week-Ending June 23 2023
Stocks fell on Friday, with all major averages ending the week lower as investors come to terms with the prospect of more interest-rate hikes ahead from the Federal Reserve.
The S&P 500 (^GSPC) dropped 0.76%, while the Dow Jones Industrial Average (^DJI) slipped 218 points, or 0.64%. The tech-heavy Nasdaq Composite (^IXIC) led the declines, falling 1.01%. The Nasdaq had its first weekly loss in the last eight, while the S&P 500 snapped a five-week win streak.
Fed Chair Jerome Powell doubled down on his view on Thursday that more rate increases are needed to temper inflation, joining a global chorus of hawkish central banks.
That's revived some worries about the potential hit to economies, though Treasury Secretary Janet Yellen said she now sees a lower risk of US recession. But a red-hot reading in a key gauge of Japanese inflation has underlined the pressures on policymakers.
Source - https://finance.yahoo.com/news/stock-market-news-live-updates-today-june-23-2023-094710905.html
Additional links and sources:
Lithium - https://foreignpolicy.com/2023/06/23/chile-boric-lithium-strategy-minerals-industry-green-energy-batteries/ or https://www.autonews.com/suppliers/lithium-suppliers-sound-alarm-about-meeting-future-ev-demand
Oil Production - https://oilprice.com/Energy/Energy-General/US-Oil-Drilling-Slow-Down-Continues.html
Natural Gas - https://www.bloomberg.com/news/articles/2023-06-24/oil-giants-from-shell-to-chevron-say-gas-here-to-stay-for-green-transition#xj4y7vzkg
Lumber - https://www.lesprom.com/en/news/Sawmill_industry_globally_faces_challenging_markets_in_coming_years_108349/
Cobalt vs nickel - https://www.theglobeandmail.com/investing/markets/indices/DOWI/pressreleases/17971142/forget-cobalt-this-metal-is-the-investment-for-the-ev-and-green-revolutions/
Critical metals - https://www.reuters.com/business/autos-transportation/ev-batteries-lithium-iron-phosphate-narrows-gap-with-nickel-cobalt-2023-06-22/
Water - https://www.dupont.com/water/
Food Production - https://www.fooddive.com/news/five-emerging-technologies-set-to-transform-the-global-food-system/653680/
Geopolitical risks and threats - https://www.geopoliticalmonitor.com/
Inflation - https://seekingalpha.com/article/4613395-with-the-global-economy-growing-at-a-moderate-pace-inflation-will-gradually-subside
Debt - https://euobserver.com/green-economy/157183
Supply chain - https://www.capgemini.com/ca-en/insights/research-library/how-greater-intelligence-could-supercharge-supply-chains/
PMI - https://seekingalpha.com/article/4613403-flash-pmi-data-june-signal-cooler-global-price-trends-amid-mounting-growth-risks
ESG - https://www.responsible-investor.com/in-the-loop-standards-shareholder-proposal-overload-and-cage-fights/
Stock Market Analysis and Commentary for WE June 16 2023.pptx
Blog – Stock Market for the Week-Ending June 16 2023
US stocks lost steam on Friday as a recent rally took a pause amid signs of a resilient economy that boosted hopes the Federal Reserve could end its rate-hike campaign soon.
The S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) finished down about 0.3% on Friday, while the technology-heavy Nasdaq Composite (^IXIC) was down 0.7%. The S&P 500 and Nasdaq still finished the week with their best gains since March.
In economic data, the University of Michigan Consumer Sentiment Index showed consumers are slightly more confident about the state of the economy, which could help tilt a "hawkish" Fed closer to a July rate hike.
The June preliminary number came in at 63.9, compared to expectations of 60.5, according to estimates from Bloomberg. The index had dipped to 59.2 last month in its first fall since February.
Global stocks got a lift from growing expectations that China will have to bump up stimulus as its recovery stutters.
Source - https://www.cnbc.com/2023/06/15/stock-market-today-live-updates.html or https://finance.yahoo.com/news/stock-market-news-today-live-updates-june-16-2023-200023853.html
Additional sources and links:
Lithium - https://oilprice.com/Energy/Energy-General/A-Deep-Dive-Into-The-Worlds-Leading-Lithium-Producers.html
Oil Production - https://www.reuters.com/markets/commodities/irans-oil-exports-output-hit-five-year-highs-us-holds-nuclear-talks-2023-06-16/
Natural Gas - https://www.fxempire.com/forecasts/article/natural-gas-forecast-prices-surge-to-3-week-high-amid-hot-weather-eia-decline-1355085
Household debt - https://ca.sports.yahoo.com/news/mortgage-rates-more-pain-come-100620608.html
Supply chain - https://www.beazley.com/en-us/articles/rising-challenges-supply-chain-issues?utm_source=slipcase&utm_medium=affiliate&utm_campaign=slipcase
Global Inflation - https://www.bnnbloomberg.ca/charting-the-global-economy-fed-holds-while-ecb-boosts-rates-1.1934377
Technologies - https://idesignstrategy.medium.com/decoding-the-future-top-10-technology-marketing-trends-for-2023-beyond-the-traditional-4ps-and-f79a637b6021
Retail Stats - https://www.investorsobserver.com/news/qm-news/8801472104674706
ESG - https://www.cooley.com/news/insight/2023/2023-06-16-eus-new-mandatory-esg-reporting-rules-dont-miss-your-chance-to-comment
Stock Market Analysis and Commentary for WE July 1 2023.pptx
Blog – Stock Market Analysis and Commentary for the week-ending June 30 2023
Stocks climbed Friday, ending a strong first half on a high note amid more signs of cooling from the Federal Reserve's preferred inflation gauge.
The S&P 500 (^GSPC) rose 1.2%, while the Dow Jones Industrial Average (^DJI) rose over 300 points, or just under 1%. The Nasdaq Composite (^IXIC) added 1.5%.
All three major stock benchmarks logged strong performances for both the year's second quarter and first half. The Nasdaq is up more than 30% since the start of the year, according to Yahoo Finance data. That represented its best first half of the year since 1983, according to data from Bespoke Investment.
The benchmark S&P 500 has gained around 16%, while the Dow has put up a more modest 4% gain.
On Friday, the Fed's preferred inflation index showed prices rose 3.8% in May on a year-over-year basis, down from a 4.4% year-over-year jump in April. And from April to May, prices ticked up just 0.1%.
The data comes after a surprise upward revision to first-quarter GDP showed the US economy is a lot stronger than Wall Street thought. Growing faith in that strength has helped drive this year's rally in stocks, even though that resilience likely means rates will stay higher for longer.
https://ca.news.yahoo.com/stock-market-news-live-updates-today-june-30-2023-104026486.html
Additional sources and links:
Lithium - https://www.kitco.com/news/2023-06-30/Why-direct-lithium-extraction-is-the-critical-mineral-sector-s-needed-technology.html
Metals - https://www.fastmarkets.com/insights/steel-decarbonization-economic-opportunity-not-government-regulation
Oil Production - https://www.reuters.com/business/energy/opec-oil-output-posts-small-drop-june-ahead-saudi-cut-reuters-survey-2023-06-30/
Natural gas - https://www.naturalgasworld.com/us-drillers-cut-oil-and-gas-rigs-for-ninth-week-in-a-row-baker-hughes-105911 or https://www.naturalgasintel.com/european-natural-gas-consumption-continues-to-plummet/
Food - https://www.foodbusinessnews.net/articles/7-progressing-harvest-pulls-wheat-futures-to-four-month-lows
Inflation - https://www.aljazeera.com/program/counting-the-cost/2023/7/1/inflation-is-slowing-but-why-is-the-fight-against-it-ramping-up
PMI - https://www.reuters.com/markets/asia/chinas-june-factory-activity-falls-third-straight-month-pmi-2023-06-30/
Housing - https://www.benzinga.com/trading-ideas/long-ideas/23/06/33082977/sofi-shows-wild-price-action-after-supreme-court-axes-student-loan-forgiveness-the-bull-
ESG - https://carboncredits.com/issb-first-global-climate-and-sustainability-esg-reporting-standards/
Geopolitical risks - https://worldview.stratfor.com/
Debt - https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/cracks-appear-in-us-economy-as-debt-delinquencies-creep-up-76020170?utm_medium=referral&utm_source=marketo&utm_campaign=MS-2306-PC-GL-CT-RASS-All-SYN-Debt-reckoning
Stock Market Analysis and Commentary for WE June 2 2023.pptx
Summary:
Stocks surged higher on Friday after a strong May jobs report and news late Thursday that the Senate passed the debt ceiling bill eased fears over a US debt default and a marked slowdown in the economy.
The S&P 500 (^GSPC) rose 1.45% while the Nasdaq Composite (^IXIC) popped 1.07%. The Dow Jones Industrial Average (^DJI) led gains, rising 2.12%, or 701.1 points, and closing at a 1-month high. The S&P 500 closed the week at its highest level since since August 2022.
Source: https://finance.yahoo.com/news/stock-market-news-live-updates-june-2-2023-114824059.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAANaM7Uc267H_zh20bqv2nuX6jZk7aOufGQLeW1bJYcT3So--u_rywCx2b-5cWrhmZ1dwSpYOLpu_zsBkJL8ITAVKAGtDo3sT8XrXbRN-ECP8_5UncG2BSOC6E7DiifXC3rsHIu1Ua_xaB7P1pg6JLF0eRnlqf3Lw66Obd1EXuLDe
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Manufacturing Sector – United States – August 2023.pptx
Blog – Manufacturing Shipments and Orders – The United States – August 2023
Summary:
New orders for manufacturing technology in the United States totaled $353.9 million in July 2023, as per the latest report by AMT – The Association For Manufacturing Technology. This figure marked a 12.4% decline from June 2023 but remained only 10.5% lower than July 2022. Year-to-date orders amounted to $2.83 billion, reflecting a 12.7% decrease compared to the same period the previous year.
Douglas K. Woods, President of AMT, noted that July is typically a slower month for manufacturing technology orders, so a slight drop was expected. However, he pointed out a notable trend: over the last two months, the year-to-date order gap has narrowed during historically slow periods. While job shops have seen decreased orders, other industries that benefited from reshoring or government investments have helped fill the gap.
Among specific sectors, job shops, the largest customer segment, placed their lowest total monthly orders since August 2020. In contrast, metal valve manufacturers recorded their third-highest monthly order value on record, last seen in September 2018, making up nearly 5% of the total manufacturing technology order value for July 2023. Manufacturers of motor vehicle transmissions continued to order machinery at an elevated pace. However, the aerospace industry continued to order below its early 2022 peaks, with hopes that recent projects like the federal government's $1.5 billion investment in communications satellites might reverse this trend.
Source: https://www.sme.org/technologies/articles/2023/september/u.s.-manufacturing-technology-orders-dip-in-july-but-show-resilience-amid-economic-uncertainty
Stock Market Analysis and Commentary for WE September 9 2023.pptx
What did the markets tell us this week?
1. Housing supply and costs continue to plague countries around the world.
2. Gasoline prices are on the rise that puts pressure on central banks ability to hit their core inflation targets.
3. ESG adoption by both the private and public sector is leading to both funding concerns and the overall cost of implementing ESG policies.
4. Adopting technology as part of increasing food production is facing both capital and operational funding concerns.
5. Strike at LNG facility in Australia is leading to concerns around a supply chain disruption of natural gas for EMEA and Asia.
6. The threat of China dumping batteries into markets - https://www.ft.com/content/b6038e51-7b5b-4f97-a5da-9202e71562fc
7. Adoption of generative AI has been facing many challenges related to security, privacy, and ethical issues.
8. Lack of biodiversity planning as part of the overall climate mitigation including sustainable mining, forestry, oil, gas, agriculture, and housing
9. Geopolitical issues continue to impact supply chain.
10. The concerns of recession continue to plague both the private and public sector.
11. Productivity issues continue to plague governments around the world.
Stock Market Analysis and Commentary for WE September 15 2023.pptx
Blog – Analysis and Commentary – Stock Market – WE September 15 2023
Summary:
Stocks fell Friday as investors wrap up a volatile week ahead of the Federal Reserve's policy meeting.
The Dow Jones Industrials tumbled 288.87 points to close out Friday and the week at 34,618.24. At its lows, it completely wiped out Thursday's 332-point rally.
The S&P 500 index sank 54.78 points, or 1.2%, to 4,450.32.
The NASDAQ index plunged 217.72 points, or 1.6%, to 13,708.33.
The Dow held onto a winning week. The S&P 500 and NASDAQ both closed out the week with losses.
Information technology was the worst-performing sector in the S&P 500, down nearly 2%. Adobe shares fell more than 4% even after the software firm posted better-than-expected quarterly results. Shares of Arm Holdings were lower one day after its successful public debut.
Auto stocks General Motors and Stellantis N.V. were higher Friday, while Ford Motor was about flat. Thousands of members of the United Auto Workers went on strike after failing to reach a deal with the automakers Thursday night.
Elsewhere, Lennar shares slid 3%. The home construction firm posted third-quarter results that beat on the top and bottom lines.
On the economic front, the University of Michigan's consumer sentiment survey showed one-year inflation expectations dropped to 3.1% in
September, tied for the lowest since January 2021. Also, the five-year outlook fell to 2.7%, matching its lowest since December 2020.
What is up with the Stock Market for WE - April 14 2023.pptx
Blog – Stock Market Analysis for Week-Ending April 14, 2023
Summary:
The Dow Jones Industrial Average fell Friday, but notched a positive week, as investors assessed a weak retail sales report that dented enthusiasm around a stronger-than-expected start to corporate earnings.
The 30-stock Dow
dropped 143.22 points, or about 0.42%, to 33,886.47. The S&P 500 fell 0.21% to 4,137.64. Meanwhile, the Nasdaq Composite
slid 0.35% to 12,123.47.
The Dow, however, notched its fourth-straight positive week, rising 1.2%. The S&P 500 and the Nasdaq, meanwhile, nabbed their fourth positive week in five. The broad-market index added 0.79% for the week, while the Nasdaq ticked higher by 0.29%.
Source - https://www.cnbc.com/2023/04/13/stock-market-today-live-updates.html
Additional Sources:
Lithium price and supply - https://www.investorsobserver.com/news/qm-news/4619971545111386
Oil Production - https://ca.finance.yahoo.com/news/us-import-prices-fall-more-130519523.html
LNG Production - https://www.investorsobserver.com/news/qm-pr/8458744909354243
GDP Growth - https://www.weforum.org/agenda/2023/04/imf-global-growth-weakest-in-30-years-top-economics-news-2023/
Sustainability and ESG - https://www.pionline.com/esg/sustainable-development-goals-are-slipping-our-grasp-un-official-warns
Food security and costs - https://www.vision.org/global-problems-global-solutions-part-3-what-shall-we-eat-and-drink-9418 or https://www.arabnews.com/node/2286996/business-economy
Housing - https://www.abc.net.au/news/2023-04-15/australia-economic-problems-inflation-housing-recession-solution/102225108
Technology trends - https://www.entrepreneur.com/leadership/the-top-5-challenges-for-tech-leaders-in-2023/449118 or https://markets.businessinsider.com/news/stocks/ai-labor-market-linkedin-economist-jobs-unemployment-chatgpt-fed-interest-2023-4
Global Debt - https://newsus.cgtn.com/news/2023-04-15/IMF-and-the-World-Bank-address-world-debt-issues--1j0EmFTZ4oU/index.html
Supply chain - https://www.scmr.com/article/dhl_supply_chain_facility_is_showcasing_how_automation_humans_can_coexist
Innovation - https://www.geekwire.com/2023/heres-how-startups-can-position-themselves-against-big-tech-in-the-generative-ai-race/
Stock Market Analysis and Commentary for WE June 23 2023.pptx
Blog – Stock Market Analysis for the Week-Ending June 23 2023
Stocks fell on Friday, with all major averages ending the week lower as investors come to terms with the prospect of more interest-rate hikes ahead from the Federal Reserve.
The S&P 500 (^GSPC) dropped 0.76%, while the Dow Jones Industrial Average (^DJI) slipped 218 points, or 0.64%. The tech-heavy Nasdaq Composite (^IXIC) led the declines, falling 1.01%. The Nasdaq had its first weekly loss in the last eight, while the S&P 500 snapped a five-week win streak.
Fed Chair Jerome Powell doubled down on his view on Thursday that more rate increases are needed to temper inflation, joining a global chorus of hawkish central banks.
That's revived some worries about the potential hit to economies, though Treasury Secretary Janet Yellen said she now sees a lower risk of US recession. But a red-hot reading in a key gauge of Japanese inflation has underlined the pressures on policymakers.
Source - https://finance.yahoo.com/news/stock-market-news-live-updates-today-june-23-2023-094710905.html
Additional links and sources:
Lithium - https://foreignpolicy.com/2023/06/23/chile-boric-lithium-strategy-minerals-industry-green-energy-batteries/ or https://www.autonews.com/suppliers/lithium-suppliers-sound-alarm-about-meeting-future-ev-demand
Oil Production - https://oilprice.com/Energy/Energy-General/US-Oil-Drilling-Slow-Down-Continues.html
Natural Gas - https://www.bloomberg.com/news/articles/2023-06-24/oil-giants-from-shell-to-chevron-say-gas-here-to-stay-for-green-transition#xj4y7vzkg
Lumber - https://www.lesprom.com/en/news/Sawmill_industry_globally_faces_challenging_markets_in_coming_years_108349/
Cobalt vs nickel - https://www.theglobeandmail.com/investing/markets/indices/DOWI/pressreleases/17971142/forget-cobalt-this-metal-is-the-investment-for-the-ev-and-green-revolutions/
Critical metals - https://www.reuters.com/business/autos-transportation/ev-batteries-lithium-iron-phosphate-narrows-gap-with-nickel-cobalt-2023-06-22/
Water - https://www.dupont.com/water/
Food Production - https://www.fooddive.com/news/five-emerging-technologies-set-to-transform-the-global-food-system/653680/
Geopolitical risks and threats - https://www.geopoliticalmonitor.com/
Inflation - https://seekingalpha.com/article/4613395-with-the-global-economy-growing-at-a-moderate-pace-inflation-will-gradually-subside
Debt - https://euobserver.com/green-economy/157183
Supply chain - https://www.capgemini.com/ca-en/insights/research-library/how-greater-intelligence-could-supercharge-supply-chains/
PMI - https://seekingalpha.com/article/4613403-flash-pmi-data-june-signal-cooler-global-price-trends-amid-mounting-growth-risks
ESG - https://www.responsible-investor.com/in-the-loop-standards-shareholder-proposal-overload-and-cage-fights/
Stock Market Analysis and Commentary for WE June 16 2023.pptx
Blog – Stock Market for the Week-Ending June 16 2023
US stocks lost steam on Friday as a recent rally took a pause amid signs of a resilient economy that boosted hopes the Federal Reserve could end its rate-hike campaign soon.
The S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) finished down about 0.3% on Friday, while the technology-heavy Nasdaq Composite (^IXIC) was down 0.7%. The S&P 500 and Nasdaq still finished the week with their best gains since March.
In economic data, the University of Michigan Consumer Sentiment Index showed consumers are slightly more confident about the state of the economy, which could help tilt a "hawkish" Fed closer to a July rate hike.
The June preliminary number came in at 63.9, compared to expectations of 60.5, according to estimates from Bloomberg. The index had dipped to 59.2 last month in its first fall since February.
Global stocks got a lift from growing expectations that China will have to bump up stimulus as its recovery stutters.
Source - https://www.cnbc.com/2023/06/15/stock-market-today-live-updates.html or https://finance.yahoo.com/news/stock-market-news-today-live-updates-june-16-2023-200023853.html
Additional sources and links:
Lithium - https://oilprice.com/Energy/Energy-General/A-Deep-Dive-Into-The-Worlds-Leading-Lithium-Producers.html
Oil Production - https://www.reuters.com/markets/commodities/irans-oil-exports-output-hit-five-year-highs-us-holds-nuclear-talks-2023-06-16/
Natural Gas - https://www.fxempire.com/forecasts/article/natural-gas-forecast-prices-surge-to-3-week-high-amid-hot-weather-eia-decline-1355085
Household debt - https://ca.sports.yahoo.com/news/mortgage-rates-more-pain-come-100620608.html
Supply chain - https://www.beazley.com/en-us/articles/rising-challenges-supply-chain-issues?utm_source=slipcase&utm_medium=affiliate&utm_campaign=slipcase
Global Inflation - https://www.bnnbloomberg.ca/charting-the-global-economy-fed-holds-while-ecb-boosts-rates-1.1934377
Technologies - https://idesignstrategy.medium.com/decoding-the-future-top-10-technology-marketing-trends-for-2023-beyond-the-traditional-4ps-and-f79a637b6021
Retail Stats - https://www.investorsobserver.com/news/qm-news/8801472104674706
ESG - https://www.cooley.com/news/insight/2023/2023-06-16-eus-new-mandatory-esg-reporting-rules-dont-miss-your-chance-to-comment
Stock Market Analysis and Commentary for WE July 1 2023.pptx
Blog – Stock Market Analysis and Commentary for the week-ending June 30 2023
Stocks climbed Friday, ending a strong first half on a high note amid more signs of cooling from the Federal Reserve's preferred inflation gauge.
The S&P 500 (^GSPC) rose 1.2%, while the Dow Jones Industrial Average (^DJI) rose over 300 points, or just under 1%. The Nasdaq Composite (^IXIC) added 1.5%.
All three major stock benchmarks logged strong performances for both the year's second quarter and first half. The Nasdaq is up more than 30% since the start of the year, according to Yahoo Finance data. That represented its best first half of the year since 1983, according to data from Bespoke Investment.
The benchmark S&P 500 has gained around 16%, while the Dow has put up a more modest 4% gain.
On Friday, the Fed's preferred inflation index showed prices rose 3.8% in May on a year-over-year basis, down from a 4.4% year-over-year jump in April. And from April to May, prices ticked up just 0.1%.
The data comes after a surprise upward revision to first-quarter GDP showed the US economy is a lot stronger than Wall Street thought. Growing faith in that strength has helped drive this year's rally in stocks, even though that resilience likely means rates will stay higher for longer.
https://ca.news.yahoo.com/stock-market-news-live-updates-today-june-30-2023-104026486.html
Additional sources and links:
Lithium - https://www.kitco.com/news/2023-06-30/Why-direct-lithium-extraction-is-the-critical-mineral-sector-s-needed-technology.html
Metals - https://www.fastmarkets.com/insights/steel-decarbonization-economic-opportunity-not-government-regulation
Oil Production - https://www.reuters.com/business/energy/opec-oil-output-posts-small-drop-june-ahead-saudi-cut-reuters-survey-2023-06-30/
Natural gas - https://www.naturalgasworld.com/us-drillers-cut-oil-and-gas-rigs-for-ninth-week-in-a-row-baker-hughes-105911 or https://www.naturalgasintel.com/european-natural-gas-consumption-continues-to-plummet/
Food - https://www.foodbusinessnews.net/articles/7-progressing-harvest-pulls-wheat-futures-to-four-month-lows
Inflation - https://www.aljazeera.com/program/counting-the-cost/2023/7/1/inflation-is-slowing-but-why-is-the-fight-against-it-ramping-up
PMI - https://www.reuters.com/markets/asia/chinas-june-factory-activity-falls-third-straight-month-pmi-2023-06-30/
Housing - https://www.benzinga.com/trading-ideas/long-ideas/23/06/33082977/sofi-shows-wild-price-action-after-supreme-court-axes-student-loan-forgiveness-the-bull-
ESG - https://carboncredits.com/issb-first-global-climate-and-sustainability-esg-reporting-standards/
Geopolitical risks - https://worldview.stratfor.com/
Debt - https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/cracks-appear-in-us-economy-as-debt-delinquencies-creep-up-76020170?utm_medium=referral&utm_source=marketo&utm_campaign=MS-2306-PC-GL-CT-RASS-All-SYN-Debt-reckoning
Stock Market Analysis and Commentary for WE June 2 2023.pptx
Summary:
Stocks surged higher on Friday after a strong May jobs report and news late Thursday that the Senate passed the debt ceiling bill eased fears over a US debt default and a marked slowdown in the economy.
The S&P 500 (^GSPC) rose 1.45% while the Nasdaq Composite (^IXIC) popped 1.07%. The Dow Jones Industrial Average (^DJI) led gains, rising 2.12%, or 701.1 points, and closing at a 1-month high. The S&P 500 closed the week at its highest level since since August 2022.
Source: https://finance.yahoo.com/news/stock-market-news-live-updates-june-2-2023-114824059.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAANaM7Uc267H_zh20bqv2nuX6jZk7aOufGQLeW1bJYcT3So--u_rywCx2b-5cWrhmZ1dwSpYOLpu_zsBkJL8ITAVKAGtDo3sT8XrXbRN-ECP8_5UncG2BSOC6E7DiifXC3rsHIu1Ua_xaB7P1pg6JLF0eRnlqf3Lw66Obd1EXuLDe
What is up with the Stock Market for WE - May 12 2023.pptx
Blog – Stock Market Analysis and Commentary for the WE May 12, 2023
Summary:
U.S. stocks closed lower on Thursday dragged down by Disney as the company reported a sharp decline in subscribers, while concerns around regional banks once again grew, denting investors’ confidence. The S&P 500 and Dow ended in negative territory but the Nasdaq closed in the green.
How Did The Benchmarks Perform?
The Dow Jones Industrial Average (DJI) fell 0.7% or 221.82 points to finish at 33,309.51 points.
The S&P 500 declined 0.2% or 7.02 points to end at 4,130.82 points. Energy, utilities and materials stocks were the worst performers.
]The Energy Select Sector SPDR (XLE) and Utilities Select Sector SPDR (XLU) declined 1.2% and 1%, respectively. The Real Estate Select Sector SPDR (XLRE) and Materials Select Sector SPDR (XLB) also lost 1% each. Eight of the 11 sectors of the benchmark index ended in negative territory.
The tech-heavy Nasdaq rose 0.2% or 22.06 points to close at 12,328.50 points.
The fear-gauge CBOE Volatility Index (VIX) was down 0.06% to 16.93. Decliners outnumbered advancers on the NYSE by a 2.27-to-1 ratio. On Nasdaq, a 1.67-to-1 ratio favored declining issues. A total of 10.05 billion shares were traded on Thursday, lower than the last 20-session average of 10.69 billion.
Source: https://ca.finance.yahoo.com/news/stock-market-news-may-12-133001363.html
How to fix the Governance model for Government (Public Sector).pptx
Summary:
I have written many presentations and blogs over the years on transforming the public sector. The public sector needs to reform its model including stronger crisis and risk management planning and analysis, creating new a compliance group that ensures all oversight agencies are free from partisan policies, governments need to learn to live within its means, all program spending should undertake a program review, taxation focus should be on tax fairness, policies should address issues like wage reform or pension reform or other reforms.
Stock Market Analysis and Commentary for WE June 9 2023.pptx
Blog – Stock Market Analysis for the Week-Ending June 9, 2023
• The S&P 500 is up about 20% from its mid-October lows, a threshold that could indicate a new bull market.
• The economy has defied expectations for a slowdown in the face of higher interest rates. Central banks are taking notice, with the RBA and BoC surprising markets with more tightening.
• We think the foundation of a new bull market is formed, but an economic slowdown is still possibly ahead of us. Pandemic distortions have made this cycle unique by delaying, but likely not cancelling, the impact of higher rates.
• The upcoming CPI release and Fed meeting are likely to set the tone for the remainder of the summer.
• We would view any renewed phase of volatility as an opportunity to position for a more sustainable rebound that is likely to have broader shoulders than what we have currently seen.
• We recommend investors stay close to their strategic, long-term allocation for most asset classes that make up a well-diversified portfolio, including bonds which offer historically attractive yields.
Source - https://www.cnbc.com/2023/06/08/stock-market-today-live-updates.html or https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/stock-market-weekly-update
Other sources and analysis
Lithium - https://www.fastmarkets.com/insights/chinese-lithium-prices-strengthen-on-stable-demand
Oil Production - https://www.offshore-energy.biz/what-impact-will-opec-cuts-have-on-global-and-u-s-oil-gas-production/
LNG - https://www.reuters.com/business/energy/us-burns-more-natgas-wind-power-drops-canadian-wildfires-cloud-solar-2023-06-09/
Manufacturing - https://www.manufacturingdive.com/news/NAM-q2-outlook-survey-manufacturers-anticipate-a-recession-economy-regulation/652564/
Inflation - https://www.bnnbloomberg.ca/fed-is-first-to-reach-crucial-junction-in-global-inflation-fight-1.1931316
Tech trends - https://aibusiness.com/verticals/ai-tops-the-list-of-most-impactful-emerging-technologies
ESG - https://www.aicpa-cima.com/professional-insights/article/attract-global-investments-by-promoting-esg-initiatives
Labor market - https://www.cbc.ca/news/business/canada-jobs-unemployment-1.6870263
GDP Growth - https://www.gfmag.com/global-data/economic-data/countries-highest-gdp-growth
Debt - https://www.hellenicshippingnews.com/imf-expects-continued-tangible-progress-from-global-sovereign-debt-roundtable/
What is up with the Stock Market for WE - April 22, 2023.pptx
Blog - Blog - Stock Market Analysis for the WE April 21 2023
Summary:
Stocks closed slightly higher on Friday afternoon as investors digested a final slate of corporate earnings and fresh economic data to close out the week.
The S&P 500 (^GSPC) rose 0.09%, while the Dow Jones Industrial Average (^DJI) rose 23.99 points, or 0.07%. The technology-heavy Nasdaq Composite (^IXIC) rose 0.11%.
All three major averages closed the week lower. The Dow had its worst week in six weeks, snapping a 4-week win streak
Source: https://www.cnbc.com/2023/04/20/stock-market-today-live-updates.html or https://finance.yahoo.com/stocks-end-week-lower-amid-earnings-strong-economic-data-stock-market-news-today-180717344.html or https://finance.yahoo.com/stocks-end-week-lower-amid-earnings-strong-economic-data-stock-market-news-today-180717344.html
What is up with the Stock Market for WE - May 19 2023.pptx
Blog – Analysis and Commentary of Global Markets for the Week-Ending May 19, 2023
Summary:
The Dow industrials clocked their first gain in three weeks. The S&P 500 snapped short-term resistance and posted its strongest weekly close since August. Meanwhile, the Nasdaq shook off distribution days and rallied to its best week since March, and also its highest close since August. The stock market still has plenty of ailments that could trip things up in the wink of an eye: banks, debt ceiling negotiations, Fed rate decisions, commercial real estate defaults. But, for now, there are enough bullish signals for investors to boost levels of exposure.
Source: https://www.investors.com/research/investing-action-plan/stock-market-action-plan-nvidia-d-r-horton-and-a-wave-of-retail-earnings/
What is up with the Stock Market for WE - March 24, 2023.pptx
Blog – Stock Market for the Week-Ending March 24, 2023
Summary:
The S&P 500 Index ($SPX) (SPY) Friday closed up +0.56%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.41%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.30%.
Stock indexes Friday recovered from early losses and closed moderately higher. An unscheduled Friday meeting of the Financial Stability Oversight Council (FSOC), convened by Treasury Secretary Yellen, sparked short covering in bank stock. The FSOC issued a statement late Friday afternoon that said “the U.S. banking system remains sound and resilient despite the fact that some institutions are under stress.” Members of the FSOC include the heads of the Federal Reserve, the Federal Deposit Insurance Corp, and several other regulatory agencies.
Bank stocks Friday initially opened lower and weighed on the broader market on continued concern about the banking sector's stability. Treasury Secretary Yellen on Wednesday alarmed the market when she said the U.S. government is not considering a “blanket” protection of deposits. Ms. Yellen on Thursday had little success in damage control when she said that the government is prepared for further steps to protect bank deposits if needed.
Source - https://www.barchart.com/story/news/15394768/stocks-close-higher-as-bank-stocks-recover
What is up with the Stock Market for WE - April 8 2023.pptx
Blog – Stock Market Analysis for the week-ending April 7, 2023
Summary:
Dow Jones futures will reopen Sunday evening. Futures rose slightly Friday while Treasury yields jumped after the March jobs report showed slowing hiring and wage growth but also declining unemployment. Meanwhile, Tesla (TSLA) cut U.S. prices on all its electric vehicles.
U.S. stock markets were closed Friday. The major indexes held up well in a holiday-shortened trading week, with midweek pullbacks looking healthy and normal. But many sectors and leading stocks sold off hard, including Tesla stock.
Google parent Alphabet (GOOGL) broke out Thursday. China e-commerce giant Alibaba (BABA) flashed an aggressive entry.
The video embedded in this article discusses the weekly market action and analyzed Google, BABA stock and Intuitive Surgical (ISRG).
Jobs Report
The Labor Department reported that nonfarm payrolls rose by 236,000, just below estimates for 240,000. That's down from February's revised 326,000.
Private payrolls rose just 189,000, well below views for 223,000. Manufacturing jobs unexpectedly dipped 1,000.
The jobless rate also surprised, dipping to 3.5%, back to long-term lows. However, the labor force participation rate climbed to a post-Covid high 62.6%.
Hourly earnings rose 0.3% vs. February, in line. The annual gain cooled to 4.2%, below views for 4.3% and the lowest in years. The three-month annualized wage gain slowed to 3.2%.
The average workweek unexpectedly shortened, to 34.4 hours.
Despite the slower wage gains and private hiring, the odds of a Fed rate hike in May jumped to 67% Thursday from 49% on Wednesday.
Source - https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-jobs-report-tesla-cuts-u-s-ev-prices-again/
Additional sources:
Lithium - https://www.nerdwallet.com/article/investing/ev-investing-april2023 or https://www.motorbiscuit.com/not-so-green-the-rivian-hogs-enough-lithium-to-build-20-phevs/
Manufacturing - https://www.thehindu.com/business/Industry/manufacturing-pmi-at-three-month-high-in-march-sp-global-pmi/article66693993.ece
LNG outlook - https://www.fxempire.com/forecasts/article/natural-gas-forecast-us-lng-exports-rise-as-gas-flows-to-export-plants-increase-1328042
Oil Production - https://oilmanmagazine.com/opec-announces-production-cuts-sending-oil-price-upward/
Food Prices - https://www.euronews.com/2023/04/07/global-food-prices-drop-by-a-fifth-but-still-remain-too-high
Housing market - https://www.wsws.org/en/articles/2023/04/07/eceh-a07.html or https://www.msn.com/en-gb/money/other/the-worlds-largest-3d-printed-neighbourhood-launches-in-texas/ss-AA19BW4j#image=6 or https://www.newsweek.com/big-short-investor-warns-new-disaster-housing-market-1793235
Global debt - https://speculatorsanonymous.com/articles/wall-of-corporate-debt-maturing/
Agriculture - https://www.dtnpf.com/agriculture/web/AG/news/business-inputs/article/2023/04/06/can-farmers-feed-world-2050
What is up with the Stock Market for WE - March 31 2023.pptx
Blog – Stock Market Analysis and Commentary for March 31, 2023
Summary:
Stocks rallied on Wall Street and closed out a winning March despite a long list of worries for investors.
The S&P 500 gained 1.4% Friday and rose 3.5% for the month, with tech stocks leading the way. The index also notched its second winning quarter in a row after tumbling through most of last year on worries about high interest rates.
Friday’s gains came after a report showed inflation slowed in February, though it was still high on a historical basis. A slowdown in inflation could give the Federal Reserve more leeway to take it easier on interest rates.
On Friday:
The S&P 500 rose 58.48 points, or 1.4%, to 4,109.31.
The Dow Jones Industrial Average rose 415.12 points, or 1.3%, to 33,274.15.
The Nasdaq composite rose 208.44 points, or 1.7% to 12,221.91.
The Russell 2000 index of smaller companies rose 34.10 points, or 1.9%, to 1,802.48.
For the week:
The S&P 500 is up 138.32 points, or 3.5%.
Source - https://finance.yahoo.com/news/stock-market-news-mar-31-133101707.html?.tsrc=rss or https://apnews.com/article/business-financial-markets-06ac46287feada1dc7be21a1d7c52bf8
Commodity prices continue to see wild swings - https://www.the-star.co.ke/business/kenya/2023-03-30-commodity-price-shifts-to-slow-growth-in-developing-nations--imf/
Farming continued to experience both high input costs and wild swings from various commodities – https://www.agriculture.com/news/business/fapri-farm-income-to-soften-as-commodity-prices-weaken
ESG and Sustainability Reporting - https://seekingalpha.com/article/4591490-breaking-down-basics-esg-reporting-standards-vs-frameworks
Geopolitical issues - https://www.reinsurancene.ws/global-growth-drivers-outweigh-elevated-geopolitical-and-economic-risks-marsh/
Mining sector - https://www.lexology.com/library/detail.aspx?g=e7f7304f-a900-4953-b709-415d4e822724
Global Debt - https://www.bbc.com/news/business-65140363 or https://infotel.ca/newsitem/household-debt-to-income-ratio-edges-lower-as-interest-payments-expand/it97302
Top technological trends - https://hrbrain.com/the-most-prevalent-it-trends-expected-in-2023/ or https://crazytechsolution.com/new-technology-trends-in-2023/
LNG - https://www.hellenicshippingnews.com/lng-tankers-heading-to-britain-belgium-the-netherlands-and-germany/
Circularity - https://climatetechreview.com/topolytics-ai-driven-solution-for-sustainable-waste-management/ or https://www.pwc.co.nz/insights-and-publications/2023-publications/unlocking-a-greener-gdp-through-a-circular-bioeconomy.html
Consumer spending - https://www.hellenicshippingnews.com/u-s-consumer-spending-retreats-in-february-inflation-cools/
Construction materials - https://www.crainscleveland.com/real-estate/construction-conditions-improving-cleveland-us
Innovation - https://www.hostinger.com/tutorials/most-creative-countries-online or
Stock Market Analysis and Commentary for WE August 25 2023.pptx
Blog – Stock Market for the Week-Ending August 25 2023
Summary:
U.S. stocks rebounded from early losses Friday to finish in the green after Federal Reserve Chair Jerome Powell said the central bank is keeping its options open for more interest rate hikes this year.
The Nasdaq led stocks higher, gaining 0.9% to finish the week up 2.2%. The S&P 500 gained 0.7%, finishing 0.8% higher for the week. The Dow Jones Industrial Average also rose 0.7%, but fell 0.4% over the week.
Powell, speaking on day two of the Kansas City Fed's annual Jackson Hole symposium, said that while inflation had fallen from its peak, "it remains too high." He added, "We are prepared to raise rates further if appropriate, and intend to hold policy at a restrictive level until we are confident that inflation is moving sustainably down toward our objective."
European stocks gave up gains in the afternoon but still finished slightly higher. Asian equities fell, with the Japanese Nikkei Index tumbling more than 2%.
Stocks sank yesterday despite another quarter of better-than-expected earnings from Nvidia (NVDA). The Nasdaq fell 1.9%, erasing Wednesday's big gains, while the S&P 500 lost 1.4% and the Dow Jones Industrial Average fell 1.1%.
Dow Rallies Following Powell Remarks
17 hr 18 min ago
After falling early in the session, the Dow Jones Industrial Average rallied to finish higher by 0.7%, or about 247 points, as investors shook off the remarks of Fed Chair Jerome Powell that indicated interest rates could remain high.
For the week, the index ended down about 0.4%, the Dow’s second straight weekly decline.
Boeing (BA) rose 2.8% to recover some of yesterday’s losses on reports it would need to delay deliveries of some 737 Max jets.
Salesforce (CRM) moved up 2% after filings showed it is one of several big tech companies, including Nvidia (NVDA) backing artificial intelligence startup Hugging Face. Other tech stocks helped fuel the index’s rally, including Intel (INTC), which also jumped 2%, and Apple (AAPL), up 1.3%.
Johnson & Johnson (JNJ) shares gained 1.4%, making up for some losses earlier in the week following its share swap with spin-off Kenvue.
Nike (NKE) shares gained 1.2%, breaking an 11-day losing streak—the longest in the company’s history.
Walgreens Boots Alliance (WBA) dipped 0.2%, making it the worst performer of the Dow 30 stocks during a session in which only five components fell. JPMorgan Chase (JPM) and Amgen (AMGN) both slipped 0.1%.
Source: https://www.investopedia.com/dow-jones-today-08252023-7852741
Links and sources:
Lithium - https://mexicobusiness.news/mining/news/lithium-consumers-need-stronger-lithium-supply-chain
Global GDP - https://fortune.com/2023/08/26/chinas-economy-deflation-growth-exporting-globally/
Commodities - https://www.barchart.com/story/news/19726406/drought-in-india-new-bull-market-in-ag-commodities-and-natural-gas-fundamentals
Manufacturing - https://www.business-standard.com/industry/news/opportunity-to-increas
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
Here is my work on the circular economy
What is next for the Forestry Sector and Lumber Production - June 2023.pptx
Blog – Forestry Sector Analysis and Commentary – June 2023
Summary:
Lumber prices continue to see wild swings in terms of prices.
Housing starts for Canada continue to show slow growth.
Biodiversity policies by various levels of government continue to put pressure on the forestry sector tree inventory management.
Forestry sector continues to look at ways to embrace automation and AI as part of their overall forestry operations.
Profitability and asset optimization are key focus areas by the forestry sector.
Additional links and sources:
Mitigating forest fires - https://news.northeastern.edu/2023/06/02/forest-fire-risk-prediction/
Geospatial - https://www.gim-international.com/content/news/harnessing-geospatial-ai-for-forest-conservation
Reforestration - https://eos.com/blog/reforestation/
Investment Funds - https://www.globalaginvesting.com/folium-launches-regenerative-natural-resource-fund-folium-fund-iii/
Lumber Production - https://www.lesprom.com/en/news/Canadian_lumber_production_rises_in_March_107994/
Price of Lumber - https://www.rockethomes.com/blog/housing-market/lumber-prices
Biodiversity - https://www.business.hsbc.com/en-gb/insights/sustainability/the-evolution-of-corporate-behaviour-to-tackle-biodiversity-challenges
Automation - https://www.vancouverisawesome.com/resources-agriculture/robots-the-wave-of-a-digitized-forest-industry-future-7004653
Vegetation - https://www.euronews.com/green/2023/05/25/utrechts-new-vertical-forest-will-be-home-to-10000-plants-and-trees-how-will-residents-ben
Tree Planting - https://www.upworthy.com/this-is-really-cool-u-s-announces-they-are-quadrupling-the-number-of-new-trees-to-be-planted
Forestry and AI - https://www.globalwoodmarketsinfo.com/potential-of-ai-in-the-wood-processing-industry/
Housing Starts - https://globalrubbermarkets.com/2023/06/03/canadas-slowing-home-building-is-bad-news-for-buyers-and-trudeau-2/
Commodities - https://www.spglobal.com/marketintelligence/en/mi/research-analysis/weekly-pricing-pulse-commodity-selloff-data-disapoint.html
Stock Market Analysis and Commentary for WE September 2, 2023.pptx
Here is a look at the stock market for week-ending September 1, 2023
What is next for Natural Gas - July 2023.pptx
Last week, natural gas prices rallied about 6.9% in what was the best 5-day period since the middle of June. Yet, despite this performance, you can barely notice a change in meaningful trend on the daily chart below. The heating commodity remains broadly range-bound ever since prices stabilized around November.
While natural gas eventually broke above the falling trendline from August, meaningful upside progress has been lacking. Broadly speaking, the heating commodity remains stuck in a broad range between 1.967 and 3.027. Until a breakout is seen in either direction, the technical outlook remains mostly neutral.
Source - https://www.dailyfx.com/analysis/natural-gas-price-technical-outlook-best-week-since-mid-june-where-to-20230723.html
Other links and sources:
LNG - https://www.reuters.com/sustainability/climate-energy/naturgys-profit-rises-lng-gains-soothing-shareholders-2023-07-24/
Hydrogen - https://www.spglobal.com/commodityinsights/en/market-insights/blogs/energy-transition/072423-renewable-natural-gas-and-hydrogen-fuels-of-the-future-for-transportation-decarbonization
Capital Spending - https://financialpost.com/globe-newswire/tc-energy-partners-with-global-infrastructure-partners-through-5-2-billion-sale-of-a-40-per-cent-equity-interest-in-columbia-gas-and-columbia-gulf
Natural Gas - https://www.thenationalnews.com/business/comment/2023/07/24/geopolitical-uncertainty-triggers-shift-in-global-gas-corridors/
LNG / Mexico - https://www.lngindustry.com/liquid-natural-gas/24072023/mexico-pacific-and-government-of-sonora-sign-collaboration-agreement/
Canada and Natural Gas - https://www.jwnenergy.com/article/2023/7/24/managing-in-volatile-commodity-markets/
ESG and Natural Gas - https://www.onegas.com/news/press-release-details/2023/ONE-Gas-2023-ESG-Report-Highlights-Progress-on-Emissions-Reduction-and-Industry-Leading-Safety/default.aspx
Grid - https://indianacapitalchronicle.com/2023/07/24/winter-is-coming-and-the-u-s-grid-remains-vulnerable-to-power-plant-failure/
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
Here is my look at ESG and Sustainability as part of getting to net zero.
Stock Market Analysis and Commentary for WE August 18 2023.pptx
Summary:
US stocks recovered from steep early losses in Friday's session but ended the week with sharp drops as an August swoon continued for Wall Street.
The Dow Jones Industrial Average (^DJI) finished slightly above the flatline, while the S&P 500 (^GSPC) fell slightly on the other side of it. The tech-heavy Nasdaq Composite (^IXIC) was down a modest 0.2% lower after three consecutive days of sharp losses.
For the week, the S&P 500 and Nasdaq each saw losses of around 2%.
Meanwhile, the 10-year Treasury yield (^TNX) fell slightly Friday to around 4.25% but remained near recent highs.
The moves come as investors consider the prospect that interest rates could remain higher for longer after Federal Reserve minutes this week showed the central bank wouldn't rule out further hikes. The next clue on the Fed's next move will come from Chair Jay Powell, who is set to give a speech next Friday at the annual Jackson Hole Economic Policy Symposium.
Source: https://finance.yahoo.com/news/stocks-crawl-back-to-close-rough-week-on-mixed-note-stock-market-news-today-200046956.html
Additional links and sources:
Agriculture - https://www.agriculture.com/grain-markets-on-the-up-or-august-18-2023-7692855
Lithium - https://finance.yahoo.com/news/lithium-metal-market-reach-13-140500079.html
Oil Production - https://oilprice.com/Energy/Energy-General/Rig-Count-Decline-Accelerates-Amid-Rising-US-Crude-Oil-Production.html
Natural Gas - https://www.dw.com/en/lng-supplies-why-europe-is-spooked-by-australian-strike/a-66567877
Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Steel - https://www.barchart.com/story/news/19378449/aisi-us-raw-steel-production-surged
Technology - https://www.crn.com/news/channel-news/6-key-takeaways-about-it-spending-in-2023-so-far-idc or https://siliconangle.com/2023/08/18/week-enterprise-gen-ai-hype-cybersecurity-leaders-laggards-cisco-tech-spending-boost/
ESG - https://www.nasdaq.com/articles/does-it-matter-what-investors-think-about-esg
Manufacturing - https://www.troweprice.com/personal-investing/resources/insights/global-markets-weekly-update.html
Housing - https://storeys.com/canada-home-prices-moderate-affordability/
Food - http://www.fnbnews.com/Top-News/addressing-three-key-contradictions-in-the-food-sector-farmers-food-surplus--climate-change-solutions-74156
Geopolitical - https://worldview.stratfor.com/
Commodities - https://www.northernminer.com/analysis/commodity-investing-the-antidote-to-the-age-of-scarcity/1003857836/
What is up with the Stock Market for WE - April 28 2023.pptx
Blog – Stock Market Analysis for the Weekend April 28 2023
• Stocks close higher to end the week – The U.S. and Canadian equity markets closed sharply higher on Friday. This comes even as Amazon warned about cooling growth in its cloud-computing business. In addition, investors are monitoring the fate of First Republic Bank, which was down about 49% on the day and over 95% for the week*. The bank is seeking strategic alternatives and will likely require support from the government or larger banks for it to remain solvent. Nonetheless, the S&P 500 is headed towards a positive week and month, in part driven by better-than-expected earnings results for the first quarter. Meanwhile volatility remains subdued, with the VIX volatility index down over 25% this year*.
• Inflation data continues to trend lower – The PCE inflation data in the U.S. for the month of March continued to move lower, both on a headline and core basis. Headline PCE inflation came in at 4.2% year-over-year, below last month's 5.1% reading, although slightly above consensus expectations of 4.1%. This is the ninth consecutive lower reading in PCE inflation since it peaked at 7.0% in June 2022. Core inflation also ticked lower, coming in at 4.6%, slightly below last month's 4.7% reading, but above expectations of 4.5%*. Overall, while the direction of travel has been positive, inflation remains elevated versus the Fed's 2.0% target. Given this is the Fed's last look at inflation ahead of their May 2-3 meeting, we believe this will keep the Federal Reserve on track for a 0.25% rate hike next week, bringing the fed funds rate to around 5.25%. This, however, may be the final rate hike before the Fed takes an extended pause to assess both the economy and inflation.
• Earnings season rolls on – We are now about 53% of the way through first-quarter earnings season for S&P 500 companies. Of the companies that have reported, about 80% have delivered a positive surprise, above the historical trend of 73%. Earnings overall are on pace for about a -3.7% year-over-year growth rate, above the expected -7.0% growth that had been expected at the start of the year*. This week we have seen strong earnings reports from several notable mega-cap technology companies, including Microsoft, Google, Meta and Amazon. While the bar had been set high heading into earnings season because growth sectors have outperformed the broader S&P 500, these companies continue to deliver solid results and, in many cases, return value to shareholders through stock-repurchase programs. We have seen better-than-expected results across sectors as well, most notably in consumer staples, energy and materials, which have supported positive market performance year-to-date.
https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/daily-market-recap
Stock Market Analysis and Commentary for WE August 11 2023.pptx
Blog – Analysis of the Stock Market for WE August 11, 2023
Summary:
Stocks ended the session mixed on Friday as investors reacted to a report showing wholesale prices rose more than expected in July.
The Nasdaq fell 0.7% while the S&P 500 slipped 0.1%. The Dow Jones Industrial Average slid at the open but recovered to close up about 0.3%. The Dow was the only index to post gains for the week, rising 0.6%. The S&P 500 and Nasdaq both lost ground for the second week in a row, falling 0.3% and 1.9%, respectively.
The Producer Price Index (PPI) rose 0.3% last month after increasing 0.1% in June. Economists had expected wholesale inflation to rise, but only to 0.2%. Core PPI, which excludes volatile food and energy prices, also climbed 0.3%, up from 0.1% in June. The data comes a day after the Consumer Price Index rose 0.2% for the second straight month, a rate nearly consistent with the Fed's 2% inflation target
Source - https://www.investopedia.com/dow-jones-today-08112023-7642347
Links and sources:
Oil Production - https://foreignpolicy.com/2023/08/11/crude-oil-demand-opec-price-increase-china-saudi-arabia-russia/
Natural Gas - https://www.reuters.com/business/energy/us-drillers-cut-oil-gas-rigs-fifth-week-row-baker-hughes-2023-08-11/
Lithium - https://www.enverus.com/blog/direct-lithium-extraction-could-be-key-to-unlocking-domestic-supply/
Forestry - https://www.resourcewise.com/forest-products-blog/canadian-lumber-market-shrinking-could-europe-fill-gap
Mining - https://www.mining.com/mining-is-growing-rapidly-so-are-investor-state-disputes/
Inflation - https://www.bnnbloomberg.ca/charting-the-global-economy-us-stays-on-moderate-inflation-path-1.1958052
Housing - https://globalnews.ca/news/9890405/tiny-homes-pilot-late-2023-if-approved/
Technology - https://www.thedailystar.net/life-living/news/tech-trends-will-shape-our-future-3390151
Geopolitical - https://worldview.stratfor.com/
Economies - https://finance.yahoo.com/news/20-countries-highest-rate-economic-121800158.html or
Stock Market Analysis and Commentary for WE July 28 2023.pptx
Summary:
Stocks ended higher over a week notable for the Dow Jones Industrial Average’s notching its 13th consecutive daily gain on Wednesday, which marked its longest winning streak since 1987. However, T. Rowe Price traders noted that trading was relatively subdued, as the summer vacation season diverted some of the focus on a slew of important data releases, a Federal Reserve (Fed) policy meeting, and some high-profile corporate earnings reports. Growth stocks handily outpaced their value counterparts, and the gains were led by the technology-heavy Nasdaq Composite.
Sentiment appeared to get a boost from a series of generally positive economic readings, particularly on inflation. Stocks opened sharply higher on Friday, following news that the Fed’s preferred inflation gauge, the core (less food and energy) personal consumption expenditures (PCE) price index had risen 0.2% in June, down from 0.3% in May, making for a year-over-year increase of 4.1%, a tick lower than expectations and the slowest increase since September 2021. In addition, the employment cost index—closely watched because of policymakers’ continued concern about wage inflation—rose 1.0% in the second quarter, also below consensus and the smallest increase in two years.
Source - https://www.troweprice.com/personal-investing/resources/insights/global-markets-weekly-update.html
Other sources and links
Lithium - https://source.benchmarkminerals.com/article/chinese-lithium-prices-continue-to-fall-as-miners-dismiss-demand-concerns
Oil Production - https://www.energyportal.eu/news/who-were-the-biggest-oil-producers-and-consumers-in-2022/104193/
Natural Gas - https://www.nasdaq.com/articles/natural-gas-holding-above-important-near-term-support
Food and Grain - https://www.producer.com/opinion/russias-cancellation-of-grain-deal-sparks-food-security-fears/ or https://www.policycircle.org/ainews/food-security-fertilizer-prices/
Manufacturing - https://www.bnnbloomberg.ca/frustrated-biden-seeks-to-get-manufacturing-message-to-resonate-1.1951961
Forestry - https://www.globalwoodmarketsinfo.com/the-us-forecast-to-become-a-net-exporter-of-softwood-lumber-in-five-years/
Mining - https://www.bnnbloomberg.ca/vale-flags-higher-costs-and-lower-premiums-for-iron-ore-mining-1.1952011
Technology - https://www.geeks2u.com.au/geekspeak/5-top-tech-trends-impacting-australian-businesses-in-2023/
ESG - https://timesofindia.indiatimes.com/blogs/voices/how-can-entrepreneurs-incorporate-esg-into-their-business-strategy/
Geopolitical Risks - https://worldview.stratfor.com/
Power - https://ncnewsline.com/2023/07/28/federal-regulators-approve-new-rules-to-ease-power-connection-backlogs/
Supply Chain - https://lloydslist.maritimeintelligence.informa.com/LL1146063/The-Lloyds-List-Podcast-How-to-rebuild-resilience-into-container-supply-chains
Stock Market Analysis and Commentary for WE July 21 2023.pptx
Blog – Stock Market Analysis for the week-ending July 21, 2023
• US stocks traded mixed Friday, with the Dow capping off a 10-day winning streak.
• It's the longest run of gains for the index since August 2017.
• Next week investors will be watching big earnings from Microsoft and Meta, as well as a Fed meeting.
US stocks traded mixed on Friday, with the Dow Jones Industrial Average eking out a gain to cap off a 10-day winning streak, its longest stretch in the green since August 2017.
To close the week, American Express, oil firm Schlumberger, and advertising company Interpublic Group all reported earnings. More than 70% of the companies that have reported so far have beat expectations, according to FactSet data.
Meanwhile, investors will be watching to see what policymakers announce at next week's Federal Reserve meeting. Many strategists expect a 0.25% interest rate hike, following last month's "skip."
A quarter-point hike to the 5.25%-5.50% range would "more than likely mark the end of a historic tightening cycle," EY Chief Economist Gregory Daco wrote in a note Friday. "But those expecting a fanfare will be disappointed as the Fed will make every (too many) efforts to sound as hawkish as tolerable for financial markets, to avoid an undesired easing of financial conditions."
Source - https://ca.finance.yahoo.com/news/us-stocks-trade-mixed-dow-040423917.html
Additional sources and links
Lithium - https://qz.com/bolivias-lithium-reserves-are-even-larger-than-it-previ-1850664027 or https://www.argusmedia.com/ja/news/2471480-chinas-li-carbonate-contracts-close-first-day-lower?amp=1
Global Inflation - https://www.ft.com/content/088d3368-bb8b-4ff3-9df7-a7680d4d81b2
Global PMI - https://www.marketpulse.com/week-ahead/week-ahead-bracing-for-next-weeks-earnings-rate-decisions-and-major-economic-data/emoya
Oil Production - https://www.atalayar.com/en/articulo/economy-and-business/rising-us-shale-oil-production-defies-opec-s-oil-production-cutback-strategy/20230720154801188532.html
Natural Gas - https://www.investing.com/news/commodities-news/natural-gas-first-weekly-gain-for-july-amid-high-but-fluctuating-power-burns-3131449
Food Production - https://millermagazine.com/blog/igc-forecasts-record-grain-production-amid-challenges-5280
Ports and shipping - https://www.hellenicshippingnews.com/baltic-index-logs-10-weekly-drop-as-demand-for-larger-vessel-wilts-away/
Housing - https://www.nasdaq.com/articles/you-cant-control-the-housing-market-but-you-can-control-what-you-do-about-it
Geopolitical Risks - https://worldview.stratfor.com/
Technology - https://medium.com/@kalashbhadoriya7147/emerging-tech-trends-in-2023-unlocking-the-future-c910658bf0aa
ESG - https://www.esginvestor.net/what-cfos-need-to-know-about-future-esg-reporting-standards/
Manufacturing - https://www.nam.org/anheuser-busch-supports-partners-workers-27377/?stream=business-operations
Manufacturing Tips and Tricks on Implementing ESG policies.pptx
Here is my review of manufacturing and ESG
Retail Sales and Consumer Spending Analysis and Commentary - July 2023.pptx
Here is look at the retail sales for Canada
Addressing issues with the Public Sector Governance Model.pptx
Here is my look at the governance model for Australia
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What is up with the Stock Market for WE - May 12 2023.pptx
Blog – Stock Market Analysis and Commentary for the WE May 12, 2023
Summary:
U.S. stocks closed lower on Thursday dragged down by Disney as the company reported a sharp decline in subscribers, while concerns around regional banks once again grew, denting investors’ confidence. The S&P 500 and Dow ended in negative territory but the Nasdaq closed in the green.
How Did The Benchmarks Perform?
The Dow Jones Industrial Average (DJI) fell 0.7% or 221.82 points to finish at 33,309.51 points.
The S&P 500 declined 0.2% or 7.02 points to end at 4,130.82 points. Energy, utilities and materials stocks were the worst performers.
]The Energy Select Sector SPDR (XLE) and Utilities Select Sector SPDR (XLU) declined 1.2% and 1%, respectively. The Real Estate Select Sector SPDR (XLRE) and Materials Select Sector SPDR (XLB) also lost 1% each. Eight of the 11 sectors of the benchmark index ended in negative territory.
The tech-heavy Nasdaq rose 0.2% or 22.06 points to close at 12,328.50 points.
The fear-gauge CBOE Volatility Index (VIX) was down 0.06% to 16.93. Decliners outnumbered advancers on the NYSE by a 2.27-to-1 ratio. On Nasdaq, a 1.67-to-1 ratio favored declining issues. A total of 10.05 billion shares were traded on Thursday, lower than the last 20-session average of 10.69 billion.
Source: https://ca.finance.yahoo.com/news/stock-market-news-may-12-133001363.html
How to fix the Governance model for Government (Public Sector).pptx
Summary:
I have written many presentations and blogs over the years on transforming the public sector. The public sector needs to reform its model including stronger crisis and risk management planning and analysis, creating new a compliance group that ensures all oversight agencies are free from partisan policies, governments need to learn to live within its means, all program spending should undertake a program review, taxation focus should be on tax fairness, policies should address issues like wage reform or pension reform or other reforms.
Stock Market Analysis and Commentary for WE June 9 2023.pptx
Blog – Stock Market Analysis for the Week-Ending June 9, 2023
• The S&P 500 is up about 20% from its mid-October lows, a threshold that could indicate a new bull market.
• The economy has defied expectations for a slowdown in the face of higher interest rates. Central banks are taking notice, with the RBA and BoC surprising markets with more tightening.
• We think the foundation of a new bull market is formed, but an economic slowdown is still possibly ahead of us. Pandemic distortions have made this cycle unique by delaying, but likely not cancelling, the impact of higher rates.
• The upcoming CPI release and Fed meeting are likely to set the tone for the remainder of the summer.
• We would view any renewed phase of volatility as an opportunity to position for a more sustainable rebound that is likely to have broader shoulders than what we have currently seen.
• We recommend investors stay close to their strategic, long-term allocation for most asset classes that make up a well-diversified portfolio, including bonds which offer historically attractive yields.
Source - https://www.cnbc.com/2023/06/08/stock-market-today-live-updates.html or https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/stock-market-weekly-update
Other sources and analysis
Lithium - https://www.fastmarkets.com/insights/chinese-lithium-prices-strengthen-on-stable-demand
Oil Production - https://www.offshore-energy.biz/what-impact-will-opec-cuts-have-on-global-and-u-s-oil-gas-production/
LNG - https://www.reuters.com/business/energy/us-burns-more-natgas-wind-power-drops-canadian-wildfires-cloud-solar-2023-06-09/
Manufacturing - https://www.manufacturingdive.com/news/NAM-q2-outlook-survey-manufacturers-anticipate-a-recession-economy-regulation/652564/
Inflation - https://www.bnnbloomberg.ca/fed-is-first-to-reach-crucial-junction-in-global-inflation-fight-1.1931316
Tech trends - https://aibusiness.com/verticals/ai-tops-the-list-of-most-impactful-emerging-technologies
ESG - https://www.aicpa-cima.com/professional-insights/article/attract-global-investments-by-promoting-esg-initiatives
Labor market - https://www.cbc.ca/news/business/canada-jobs-unemployment-1.6870263
GDP Growth - https://www.gfmag.com/global-data/economic-data/countries-highest-gdp-growth
Debt - https://www.hellenicshippingnews.com/imf-expects-continued-tangible-progress-from-global-sovereign-debt-roundtable/
What is up with the Stock Market for WE - April 22, 2023.pptx
Blog - Blog - Stock Market Analysis for the WE April 21 2023
Summary:
Stocks closed slightly higher on Friday afternoon as investors digested a final slate of corporate earnings and fresh economic data to close out the week.
The S&P 500 (^GSPC) rose 0.09%, while the Dow Jones Industrial Average (^DJI) rose 23.99 points, or 0.07%. The technology-heavy Nasdaq Composite (^IXIC) rose 0.11%.
All three major averages closed the week lower. The Dow had its worst week in six weeks, snapping a 4-week win streak
Source: https://www.cnbc.com/2023/04/20/stock-market-today-live-updates.html or https://finance.yahoo.com/stocks-end-week-lower-amid-earnings-strong-economic-data-stock-market-news-today-180717344.html or https://finance.yahoo.com/stocks-end-week-lower-amid-earnings-strong-economic-data-stock-market-news-today-180717344.html
What is up with the Stock Market for WE - May 19 2023.pptx
Blog – Analysis and Commentary of Global Markets for the Week-Ending May 19, 2023
Summary:
The Dow industrials clocked their first gain in three weeks. The S&P 500 snapped short-term resistance and posted its strongest weekly close since August. Meanwhile, the Nasdaq shook off distribution days and rallied to its best week since March, and also its highest close since August. The stock market still has plenty of ailments that could trip things up in the wink of an eye: banks, debt ceiling negotiations, Fed rate decisions, commercial real estate defaults. But, for now, there are enough bullish signals for investors to boost levels of exposure.
Source: https://www.investors.com/research/investing-action-plan/stock-market-action-plan-nvidia-d-r-horton-and-a-wave-of-retail-earnings/
What is up with the Stock Market for WE - March 24, 2023.pptx
Blog – Stock Market for the Week-Ending March 24, 2023
Summary:
The S&P 500 Index ($SPX) (SPY) Friday closed up +0.56%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.41%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.30%.
Stock indexes Friday recovered from early losses and closed moderately higher. An unscheduled Friday meeting of the Financial Stability Oversight Council (FSOC), convened by Treasury Secretary Yellen, sparked short covering in bank stock. The FSOC issued a statement late Friday afternoon that said “the U.S. banking system remains sound and resilient despite the fact that some institutions are under stress.” Members of the FSOC include the heads of the Federal Reserve, the Federal Deposit Insurance Corp, and several other regulatory agencies.
Bank stocks Friday initially opened lower and weighed on the broader market on continued concern about the banking sector's stability. Treasury Secretary Yellen on Wednesday alarmed the market when she said the U.S. government is not considering a “blanket” protection of deposits. Ms. Yellen on Thursday had little success in damage control when she said that the government is prepared for further steps to protect bank deposits if needed.
Source - https://www.barchart.com/story/news/15394768/stocks-close-higher-as-bank-stocks-recover
What is up with the Stock Market for WE - April 8 2023.pptx
Blog – Stock Market Analysis for the week-ending April 7, 2023
Summary:
Dow Jones futures will reopen Sunday evening. Futures rose slightly Friday while Treasury yields jumped after the March jobs report showed slowing hiring and wage growth but also declining unemployment. Meanwhile, Tesla (TSLA) cut U.S. prices on all its electric vehicles.
U.S. stock markets were closed Friday. The major indexes held up well in a holiday-shortened trading week, with midweek pullbacks looking healthy and normal. But many sectors and leading stocks sold off hard, including Tesla stock.
Google parent Alphabet (GOOGL) broke out Thursday. China e-commerce giant Alibaba (BABA) flashed an aggressive entry.
The video embedded in this article discusses the weekly market action and analyzed Google, BABA stock and Intuitive Surgical (ISRG).
Jobs Report
The Labor Department reported that nonfarm payrolls rose by 236,000, just below estimates for 240,000. That's down from February's revised 326,000.
Private payrolls rose just 189,000, well below views for 223,000. Manufacturing jobs unexpectedly dipped 1,000.
The jobless rate also surprised, dipping to 3.5%, back to long-term lows. However, the labor force participation rate climbed to a post-Covid high 62.6%.
Hourly earnings rose 0.3% vs. February, in line. The annual gain cooled to 4.2%, below views for 4.3% and the lowest in years. The three-month annualized wage gain slowed to 3.2%.
The average workweek unexpectedly shortened, to 34.4 hours.
Despite the slower wage gains and private hiring, the odds of a Fed rate hike in May jumped to 67% Thursday from 49% on Wednesday.
Source - https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-jobs-report-tesla-cuts-u-s-ev-prices-again/
Additional sources:
Lithium - https://www.nerdwallet.com/article/investing/ev-investing-april2023 or https://www.motorbiscuit.com/not-so-green-the-rivian-hogs-enough-lithium-to-build-20-phevs/
Manufacturing - https://www.thehindu.com/business/Industry/manufacturing-pmi-at-three-month-high-in-march-sp-global-pmi/article66693993.ece
LNG outlook - https://www.fxempire.com/forecasts/article/natural-gas-forecast-us-lng-exports-rise-as-gas-flows-to-export-plants-increase-1328042
Oil Production - https://oilmanmagazine.com/opec-announces-production-cuts-sending-oil-price-upward/
Food Prices - https://www.euronews.com/2023/04/07/global-food-prices-drop-by-a-fifth-but-still-remain-too-high
Housing market - https://www.wsws.org/en/articles/2023/04/07/eceh-a07.html or https://www.msn.com/en-gb/money/other/the-worlds-largest-3d-printed-neighbourhood-launches-in-texas/ss-AA19BW4j#image=6 or https://www.newsweek.com/big-short-investor-warns-new-disaster-housing-market-1793235
Global debt - https://speculatorsanonymous.com/articles/wall-of-corporate-debt-maturing/
Agriculture - https://www.dtnpf.com/agriculture/web/AG/news/business-inputs/article/2023/04/06/can-farmers-feed-world-2050
What is up with the Stock Market for WE - March 31 2023.pptx
Blog – Stock Market Analysis and Commentary for March 31, 2023
Summary:
Stocks rallied on Wall Street and closed out a winning March despite a long list of worries for investors.
The S&P 500 gained 1.4% Friday and rose 3.5% for the month, with tech stocks leading the way. The index also notched its second winning quarter in a row after tumbling through most of last year on worries about high interest rates.
Friday’s gains came after a report showed inflation slowed in February, though it was still high on a historical basis. A slowdown in inflation could give the Federal Reserve more leeway to take it easier on interest rates.
On Friday:
The S&P 500 rose 58.48 points, or 1.4%, to 4,109.31.
The Dow Jones Industrial Average rose 415.12 points, or 1.3%, to 33,274.15.
The Nasdaq composite rose 208.44 points, or 1.7% to 12,221.91.
The Russell 2000 index of smaller companies rose 34.10 points, or 1.9%, to 1,802.48.
For the week:
The S&P 500 is up 138.32 points, or 3.5%.
Source - https://finance.yahoo.com/news/stock-market-news-mar-31-133101707.html?.tsrc=rss or https://apnews.com/article/business-financial-markets-06ac46287feada1dc7be21a1d7c52bf8
Commodity prices continue to see wild swings - https://www.the-star.co.ke/business/kenya/2023-03-30-commodity-price-shifts-to-slow-growth-in-developing-nations--imf/
Farming continued to experience both high input costs and wild swings from various commodities – https://www.agriculture.com/news/business/fapri-farm-income-to-soften-as-commodity-prices-weaken
ESG and Sustainability Reporting - https://seekingalpha.com/article/4591490-breaking-down-basics-esg-reporting-standards-vs-frameworks
Geopolitical issues - https://www.reinsurancene.ws/global-growth-drivers-outweigh-elevated-geopolitical-and-economic-risks-marsh/
Mining sector - https://www.lexology.com/library/detail.aspx?g=e7f7304f-a900-4953-b709-415d4e822724
Global Debt - https://www.bbc.com/news/business-65140363 or https://infotel.ca/newsitem/household-debt-to-income-ratio-edges-lower-as-interest-payments-expand/it97302
Top technological trends - https://hrbrain.com/the-most-prevalent-it-trends-expected-in-2023/ or https://crazytechsolution.com/new-technology-trends-in-2023/
LNG - https://www.hellenicshippingnews.com/lng-tankers-heading-to-britain-belgium-the-netherlands-and-germany/
Circularity - https://climatetechreview.com/topolytics-ai-driven-solution-for-sustainable-waste-management/ or https://www.pwc.co.nz/insights-and-publications/2023-publications/unlocking-a-greener-gdp-through-a-circular-bioeconomy.html
Consumer spending - https://www.hellenicshippingnews.com/u-s-consumer-spending-retreats-in-february-inflation-cools/
Construction materials - https://www.crainscleveland.com/real-estate/construction-conditions-improving-cleveland-us
Innovation - https://www.hostinger.com/tutorials/most-creative-countries-online or
Stock Market Analysis and Commentary for WE August 25 2023.pptx
Blog – Stock Market for the Week-Ending August 25 2023
Summary:
U.S. stocks rebounded from early losses Friday to finish in the green after Federal Reserve Chair Jerome Powell said the central bank is keeping its options open for more interest rate hikes this year.
The Nasdaq led stocks higher, gaining 0.9% to finish the week up 2.2%. The S&P 500 gained 0.7%, finishing 0.8% higher for the week. The Dow Jones Industrial Average also rose 0.7%, but fell 0.4% over the week.
Powell, speaking on day two of the Kansas City Fed's annual Jackson Hole symposium, said that while inflation had fallen from its peak, "it remains too high." He added, "We are prepared to raise rates further if appropriate, and intend to hold policy at a restrictive level until we are confident that inflation is moving sustainably down toward our objective."
European stocks gave up gains in the afternoon but still finished slightly higher. Asian equities fell, with the Japanese Nikkei Index tumbling more than 2%.
Stocks sank yesterday despite another quarter of better-than-expected earnings from Nvidia (NVDA). The Nasdaq fell 1.9%, erasing Wednesday's big gains, while the S&P 500 lost 1.4% and the Dow Jones Industrial Average fell 1.1%.
Dow Rallies Following Powell Remarks
17 hr 18 min ago
After falling early in the session, the Dow Jones Industrial Average rallied to finish higher by 0.7%, or about 247 points, as investors shook off the remarks of Fed Chair Jerome Powell that indicated interest rates could remain high.
For the week, the index ended down about 0.4%, the Dow’s second straight weekly decline.
Boeing (BA) rose 2.8% to recover some of yesterday’s losses on reports it would need to delay deliveries of some 737 Max jets.
Salesforce (CRM) moved up 2% after filings showed it is one of several big tech companies, including Nvidia (NVDA) backing artificial intelligence startup Hugging Face. Other tech stocks helped fuel the index’s rally, including Intel (INTC), which also jumped 2%, and Apple (AAPL), up 1.3%.
Johnson & Johnson (JNJ) shares gained 1.4%, making up for some losses earlier in the week following its share swap with spin-off Kenvue.
Nike (NKE) shares gained 1.2%, breaking an 11-day losing streak—the longest in the company’s history.
Walgreens Boots Alliance (WBA) dipped 0.2%, making it the worst performer of the Dow 30 stocks during a session in which only five components fell. JPMorgan Chase (JPM) and Amgen (AMGN) both slipped 0.1%.
Source: https://www.investopedia.com/dow-jones-today-08252023-7852741
Links and sources:
Lithium - https://mexicobusiness.news/mining/news/lithium-consumers-need-stronger-lithium-supply-chain
Global GDP - https://fortune.com/2023/08/26/chinas-economy-deflation-growth-exporting-globally/
Commodities - https://www.barchart.com/story/news/19726406/drought-in-india-new-bull-market-in-ag-commodities-and-natural-gas-fundamentals
Manufacturing - https://www.business-standard.com/industry/news/opportunity-to-increas
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
Here is my work on the circular economy
What is next for the Forestry Sector and Lumber Production - June 2023.pptx
Blog – Forestry Sector Analysis and Commentary – June 2023
Summary:
Lumber prices continue to see wild swings in terms of prices.
Housing starts for Canada continue to show slow growth.
Biodiversity policies by various levels of government continue to put pressure on the forestry sector tree inventory management.
Forestry sector continues to look at ways to embrace automation and AI as part of their overall forestry operations.
Profitability and asset optimization are key focus areas by the forestry sector.
Additional links and sources:
Mitigating forest fires - https://news.northeastern.edu/2023/06/02/forest-fire-risk-prediction/
Geospatial - https://www.gim-international.com/content/news/harnessing-geospatial-ai-for-forest-conservation
Reforestration - https://eos.com/blog/reforestation/
Investment Funds - https://www.globalaginvesting.com/folium-launches-regenerative-natural-resource-fund-folium-fund-iii/
Lumber Production - https://www.lesprom.com/en/news/Canadian_lumber_production_rises_in_March_107994/
Price of Lumber - https://www.rockethomes.com/blog/housing-market/lumber-prices
Biodiversity - https://www.business.hsbc.com/en-gb/insights/sustainability/the-evolution-of-corporate-behaviour-to-tackle-biodiversity-challenges
Automation - https://www.vancouverisawesome.com/resources-agriculture/robots-the-wave-of-a-digitized-forest-industry-future-7004653
Vegetation - https://www.euronews.com/green/2023/05/25/utrechts-new-vertical-forest-will-be-home-to-10000-plants-and-trees-how-will-residents-ben
Tree Planting - https://www.upworthy.com/this-is-really-cool-u-s-announces-they-are-quadrupling-the-number-of-new-trees-to-be-planted
Forestry and AI - https://www.globalwoodmarketsinfo.com/potential-of-ai-in-the-wood-processing-industry/
Housing Starts - https://globalrubbermarkets.com/2023/06/03/canadas-slowing-home-building-is-bad-news-for-buyers-and-trudeau-2/
Commodities - https://www.spglobal.com/marketintelligence/en/mi/research-analysis/weekly-pricing-pulse-commodity-selloff-data-disapoint.html
Stock Market Analysis and Commentary for WE September 2, 2023.pptx
Here is a look at the stock market for week-ending September 1, 2023
What is next for Natural Gas - July 2023.pptx
Last week, natural gas prices rallied about 6.9% in what was the best 5-day period since the middle of June. Yet, despite this performance, you can barely notice a change in meaningful trend on the daily chart below. The heating commodity remains broadly range-bound ever since prices stabilized around November.
While natural gas eventually broke above the falling trendline from August, meaningful upside progress has been lacking. Broadly speaking, the heating commodity remains stuck in a broad range between 1.967 and 3.027. Until a breakout is seen in either direction, the technical outlook remains mostly neutral.
Source - https://www.dailyfx.com/analysis/natural-gas-price-technical-outlook-best-week-since-mid-june-where-to-20230723.html
Other links and sources:
LNG - https://www.reuters.com/sustainability/climate-energy/naturgys-profit-rises-lng-gains-soothing-shareholders-2023-07-24/
Hydrogen - https://www.spglobal.com/commodityinsights/en/market-insights/blogs/energy-transition/072423-renewable-natural-gas-and-hydrogen-fuels-of-the-future-for-transportation-decarbonization
Capital Spending - https://financialpost.com/globe-newswire/tc-energy-partners-with-global-infrastructure-partners-through-5-2-billion-sale-of-a-40-per-cent-equity-interest-in-columbia-gas-and-columbia-gulf
Natural Gas - https://www.thenationalnews.com/business/comment/2023/07/24/geopolitical-uncertainty-triggers-shift-in-global-gas-corridors/
LNG / Mexico - https://www.lngindustry.com/liquid-natural-gas/24072023/mexico-pacific-and-government-of-sonora-sign-collaboration-agreement/
Canada and Natural Gas - https://www.jwnenergy.com/article/2023/7/24/managing-in-volatile-commodity-markets/
ESG and Natural Gas - https://www.onegas.com/news/press-release-details/2023/ONE-Gas-2023-ESG-Report-Highlights-Progress-on-Emissions-Reduction-and-Industry-Leading-Safety/default.aspx
Grid - https://indianacapitalchronicle.com/2023/07/24/winter-is-coming-and-the-u-s-grid-remains-vulnerable-to-power-plant-failure/
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
Here is my look at ESG and Sustainability as part of getting to net zero.
Stock Market Analysis and Commentary for WE August 18 2023.pptx
Summary:
US stocks recovered from steep early losses in Friday's session but ended the week with sharp drops as an August swoon continued for Wall Street.
The Dow Jones Industrial Average (^DJI) finished slightly above the flatline, while the S&P 500 (^GSPC) fell slightly on the other side of it. The tech-heavy Nasdaq Composite (^IXIC) was down a modest 0.2% lower after three consecutive days of sharp losses.
For the week, the S&P 500 and Nasdaq each saw losses of around 2%.
Meanwhile, the 10-year Treasury yield (^TNX) fell slightly Friday to around 4.25% but remained near recent highs.
The moves come as investors consider the prospect that interest rates could remain higher for longer after Federal Reserve minutes this week showed the central bank wouldn't rule out further hikes. The next clue on the Fed's next move will come from Chair Jay Powell, who is set to give a speech next Friday at the annual Jackson Hole Economic Policy Symposium.
Source: https://finance.yahoo.com/news/stocks-crawl-back-to-close-rough-week-on-mixed-note-stock-market-news-today-200046956.html
Additional links and sources:
Agriculture - https://www.agriculture.com/grain-markets-on-the-up-or-august-18-2023-7692855
Lithium - https://finance.yahoo.com/news/lithium-metal-market-reach-13-140500079.html
Oil Production - https://oilprice.com/Energy/Energy-General/Rig-Count-Decline-Accelerates-Amid-Rising-US-Crude-Oil-Production.html
Natural Gas - https://www.dw.com/en/lng-supplies-why-europe-is-spooked-by-australian-strike/a-66567877
Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Steel - https://www.barchart.com/story/news/19378449/aisi-us-raw-steel-production-surged
Technology - https://www.crn.com/news/channel-news/6-key-takeaways-about-it-spending-in-2023-so-far-idc or https://siliconangle.com/2023/08/18/week-enterprise-gen-ai-hype-cybersecurity-leaders-laggards-cisco-tech-spending-boost/
ESG - https://www.nasdaq.com/articles/does-it-matter-what-investors-think-about-esg
Manufacturing - https://www.troweprice.com/personal-investing/resources/insights/global-markets-weekly-update.html
Housing - https://storeys.com/canada-home-prices-moderate-affordability/
Food - http://www.fnbnews.com/Top-News/addressing-three-key-contradictions-in-the-food-sector-farmers-food-surplus--climate-change-solutions-74156
Geopolitical - https://worldview.stratfor.com/
Commodities - https://www.northernminer.com/analysis/commodity-investing-the-antidote-to-the-age-of-scarcity/1003857836/
What is up with the Stock Market for WE - April 28 2023.pptx
Blog – Stock Market Analysis for the Weekend April 28 2023
• Stocks close higher to end the week – The U.S. and Canadian equity markets closed sharply higher on Friday. This comes even as Amazon warned about cooling growth in its cloud-computing business. In addition, investors are monitoring the fate of First Republic Bank, which was down about 49% on the day and over 95% for the week*. The bank is seeking strategic alternatives and will likely require support from the government or larger banks for it to remain solvent. Nonetheless, the S&P 500 is headed towards a positive week and month, in part driven by better-than-expected earnings results for the first quarter. Meanwhile volatility remains subdued, with the VIX volatility index down over 25% this year*.
• Inflation data continues to trend lower – The PCE inflation data in the U.S. for the month of March continued to move lower, both on a headline and core basis. Headline PCE inflation came in at 4.2% year-over-year, below last month's 5.1% reading, although slightly above consensus expectations of 4.1%. This is the ninth consecutive lower reading in PCE inflation since it peaked at 7.0% in June 2022. Core inflation also ticked lower, coming in at 4.6%, slightly below last month's 4.7% reading, but above expectations of 4.5%*. Overall, while the direction of travel has been positive, inflation remains elevated versus the Fed's 2.0% target. Given this is the Fed's last look at inflation ahead of their May 2-3 meeting, we believe this will keep the Federal Reserve on track for a 0.25% rate hike next week, bringing the fed funds rate to around 5.25%. This, however, may be the final rate hike before the Fed takes an extended pause to assess both the economy and inflation.
• Earnings season rolls on – We are now about 53% of the way through first-quarter earnings season for S&P 500 companies. Of the companies that have reported, about 80% have delivered a positive surprise, above the historical trend of 73%. Earnings overall are on pace for about a -3.7% year-over-year growth rate, above the expected -7.0% growth that had been expected at the start of the year*. This week we have seen strong earnings reports from several notable mega-cap technology companies, including Microsoft, Google, Meta and Amazon. While the bar had been set high heading into earnings season because growth sectors have outperformed the broader S&P 500, these companies continue to deliver solid results and, in many cases, return value to shareholders through stock-repurchase programs. We have seen better-than-expected results across sectors as well, most notably in consumer staples, energy and materials, which have supported positive market performance year-to-date.
https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/daily-market-recap
Stock Market Analysis and Commentary for WE August 11 2023.pptx
Blog – Analysis of the Stock Market for WE August 11, 2023
Summary:
Stocks ended the session mixed on Friday as investors reacted to a report showing wholesale prices rose more than expected in July.
The Nasdaq fell 0.7% while the S&P 500 slipped 0.1%. The Dow Jones Industrial Average slid at the open but recovered to close up about 0.3%. The Dow was the only index to post gains for the week, rising 0.6%. The S&P 500 and Nasdaq both lost ground for the second week in a row, falling 0.3% and 1.9%, respectively.
The Producer Price Index (PPI) rose 0.3% last month after increasing 0.1% in June. Economists had expected wholesale inflation to rise, but only to 0.2%. Core PPI, which excludes volatile food and energy prices, also climbed 0.3%, up from 0.1% in June. The data comes a day after the Consumer Price Index rose 0.2% for the second straight month, a rate nearly consistent with the Fed's 2% inflation target
Source - https://www.investopedia.com/dow-jones-today-08112023-7642347
Links and sources:
Oil Production - https://foreignpolicy.com/2023/08/11/crude-oil-demand-opec-price-increase-china-saudi-arabia-russia/
Natural Gas - https://www.reuters.com/business/energy/us-drillers-cut-oil-gas-rigs-fifth-week-row-baker-hughes-2023-08-11/
Lithium - https://www.enverus.com/blog/direct-lithium-extraction-could-be-key-to-unlocking-domestic-supply/
Forestry - https://www.resourcewise.com/forest-products-blog/canadian-lumber-market-shrinking-could-europe-fill-gap
Mining - https://www.mining.com/mining-is-growing-rapidly-so-are-investor-state-disputes/
Inflation - https://www.bnnbloomberg.ca/charting-the-global-economy-us-stays-on-moderate-inflation-path-1.1958052
Housing - https://globalnews.ca/news/9890405/tiny-homes-pilot-late-2023-if-approved/
Technology - https://www.thedailystar.net/life-living/news/tech-trends-will-shape-our-future-3390151
Geopolitical - https://worldview.stratfor.com/
Economies - https://finance.yahoo.com/news/20-countries-highest-rate-economic-121800158.html or
Stock Market Analysis and Commentary for WE July 28 2023.pptx
Summary:
Stocks ended higher over a week notable for the Dow Jones Industrial Average’s notching its 13th consecutive daily gain on Wednesday, which marked its longest winning streak since 1987. However, T. Rowe Price traders noted that trading was relatively subdued, as the summer vacation season diverted some of the focus on a slew of important data releases, a Federal Reserve (Fed) policy meeting, and some high-profile corporate earnings reports. Growth stocks handily outpaced their value counterparts, and the gains were led by the technology-heavy Nasdaq Composite.
Sentiment appeared to get a boost from a series of generally positive economic readings, particularly on inflation. Stocks opened sharply higher on Friday, following news that the Fed’s preferred inflation gauge, the core (less food and energy) personal consumption expenditures (PCE) price index had risen 0.2% in June, down from 0.3% in May, making for a year-over-year increase of 4.1%, a tick lower than expectations and the slowest increase since September 2021. In addition, the employment cost index—closely watched because of policymakers’ continued concern about wage inflation—rose 1.0% in the second quarter, also below consensus and the smallest increase in two years.
Source - https://www.troweprice.com/personal-investing/resources/insights/global-markets-weekly-update.html
Other sources and links
Lithium - https://source.benchmarkminerals.com/article/chinese-lithium-prices-continue-to-fall-as-miners-dismiss-demand-concerns
Oil Production - https://www.energyportal.eu/news/who-were-the-biggest-oil-producers-and-consumers-in-2022/104193/
Natural Gas - https://www.nasdaq.com/articles/natural-gas-holding-above-important-near-term-support
Food and Grain - https://www.producer.com/opinion/russias-cancellation-of-grain-deal-sparks-food-security-fears/ or https://www.policycircle.org/ainews/food-security-fertilizer-prices/
Manufacturing - https://www.bnnbloomberg.ca/frustrated-biden-seeks-to-get-manufacturing-message-to-resonate-1.1951961
Forestry - https://www.globalwoodmarketsinfo.com/the-us-forecast-to-become-a-net-exporter-of-softwood-lumber-in-five-years/
Mining - https://www.bnnbloomberg.ca/vale-flags-higher-costs-and-lower-premiums-for-iron-ore-mining-1.1952011
Technology - https://www.geeks2u.com.au/geekspeak/5-top-tech-trends-impacting-australian-businesses-in-2023/
ESG - https://timesofindia.indiatimes.com/blogs/voices/how-can-entrepreneurs-incorporate-esg-into-their-business-strategy/
Geopolitical Risks - https://worldview.stratfor.com/
Power - https://ncnewsline.com/2023/07/28/federal-regulators-approve-new-rules-to-ease-power-connection-backlogs/
Supply Chain - https://lloydslist.maritimeintelligence.informa.com/LL1146063/The-Lloyds-List-Podcast-How-to-rebuild-resilience-into-container-supply-chains
Stock Market Analysis and Commentary for WE July 21 2023.pptx
Blog – Stock Market Analysis for the week-ending July 21, 2023
• US stocks traded mixed Friday, with the Dow capping off a 10-day winning streak.
• It's the longest run of gains for the index since August 2017.
• Next week investors will be watching big earnings from Microsoft and Meta, as well as a Fed meeting.
US stocks traded mixed on Friday, with the Dow Jones Industrial Average eking out a gain to cap off a 10-day winning streak, its longest stretch in the green since August 2017.
To close the week, American Express, oil firm Schlumberger, and advertising company Interpublic Group all reported earnings. More than 70% of the companies that have reported so far have beat expectations, according to FactSet data.
Meanwhile, investors will be watching to see what policymakers announce at next week's Federal Reserve meeting. Many strategists expect a 0.25% interest rate hike, following last month's "skip."
A quarter-point hike to the 5.25%-5.50% range would "more than likely mark the end of a historic tightening cycle," EY Chief Economist Gregory Daco wrote in a note Friday. "But those expecting a fanfare will be disappointed as the Fed will make every (too many) efforts to sound as hawkish as tolerable for financial markets, to avoid an undesired easing of financial conditions."
Source - https://ca.finance.yahoo.com/news/us-stocks-trade-mixed-dow-040423917.html
Additional sources and links
Lithium - https://qz.com/bolivias-lithium-reserves-are-even-larger-than-it-previ-1850664027 or https://www.argusmedia.com/ja/news/2471480-chinas-li-carbonate-contracts-close-first-day-lower?amp=1
Global Inflation - https://www.ft.com/content/088d3368-bb8b-4ff3-9df7-a7680d4d81b2
Global PMI - https://www.marketpulse.com/week-ahead/week-ahead-bracing-for-next-weeks-earnings-rate-decisions-and-major-economic-data/emoya
Oil Production - https://www.atalayar.com/en/articulo/economy-and-business/rising-us-shale-oil-production-defies-opec-s-oil-production-cutback-strategy/20230720154801188532.html
Natural Gas - https://www.investing.com/news/commodities-news/natural-gas-first-weekly-gain-for-july-amid-high-but-fluctuating-power-burns-3131449
Food Production - https://millermagazine.com/blog/igc-forecasts-record-grain-production-amid-challenges-5280
Ports and shipping - https://www.hellenicshippingnews.com/baltic-index-logs-10-weekly-drop-as-demand-for-larger-vessel-wilts-away/
Housing - https://www.nasdaq.com/articles/you-cant-control-the-housing-market-but-you-can-control-what-you-do-about-it
Geopolitical Risks - https://worldview.stratfor.com/
Technology - https://medium.com/@kalashbhadoriya7147/emerging-tech-trends-in-2023-unlocking-the-future-c910658bf0aa
ESG - https://www.esginvestor.net/what-cfos-need-to-know-about-future-esg-reporting-standards/
Manufacturing - https://www.nam.org/anheuser-busch-supports-partners-workers-27377/?stream=business-operations
Manufacturing Tips and Tricks on Implementing ESG policies.pptx
Here is my review of manufacturing and ESG
Similar to Manufacturing Sector – Canada and the United States – July 2023.pptx (20)
What is up with the Stock Market for WE - May 12 2023.pptx
What is up with the Stock Market for WE - May 12 2023.pptx
How to fix the Governance model for Government (Public Sector).pptx
How to fix the Governance model for Government (Public Sector).pptx
Stock Market Analysis and Commentary for WE June 9 2023.pptx
Stock Market Analysis and Commentary for WE June 9 2023.pptx
What is up with the Stock Market for WE - April 22, 2023.pptx
What is up with the Stock Market for WE - April 22, 2023.pptx
What is up with the Stock Market for WE - May 19 2023.pptx
What is up with the Stock Market for WE - May 19 2023.pptx
What is up with the Stock Market for WE - March 24, 2023.pptx
What is up with the Stock Market for WE - March 24, 2023.pptx
What is up with the Stock Market for WE - April 8 2023.pptx
What is up with the Stock Market for WE - April 8 2023.pptx
What is up with the Stock Market for WE - March 31 2023.pptx
What is up with the Stock Market for WE - March 31 2023.pptx
Stock Market Analysis and Commentary for WE August 25 2023.pptx
Stock Market Analysis and Commentary for WE August 25 2023.pptx
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
What is next for the Forestry Sector and Lumber Production - June 2023.pptx
What is next for the Forestry Sector and Lumber Production - June 2023.pptx
Stock Market Analysis and Commentary for WE September 2, 2023.pptx
Stock Market Analysis and Commentary for WE September 2, 2023.pptx
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
What is the Circular Economy and How can Data and AI drive Outcomes.pptx
Stock Market Analysis and Commentary for WE August 18 2023.pptx
Stock Market Analysis and Commentary for WE August 18 2023.pptx
What is up with the Stock Market for WE - April 28 2023.pptx
What is up with the Stock Market for WE - April 28 2023.pptx
Stock Market Analysis and Commentary for WE August 11 2023.pptx
Stock Market Analysis and Commentary for WE August 11 2023.pptx
Stock Market Analysis and Commentary for WE July 28 2023.pptx
Stock Market Analysis and Commentary for WE July 28 2023.pptx
Stock Market Analysis and Commentary for WE July 21 2023.pptx
Stock Market Analysis and Commentary for WE July 21 2023.pptx
Manufacturing Tips and Tricks on Implementing ESG policies.pptx
Manufacturing Tips and Tricks on Implementing ESG policies.pptx
More from paul young cpa, cga
Retail Sales and Consumer Spending Analysis and Commentary - July 2023.pptx
Here is look at the retail sales for Canada
Addressing issues with the Public Sector Governance Model.pptx
Here is my look at the governance model for Australia
Global Housing Market Analysis and Commentary- September 2023.pptx
Summary:
Homebuilders are walking a fine line when it comes to new projects as high mortgage rates curb demand.
New residential construction, including single-family homes and multifamily, dropped 11.3% month over month in August to 1.283 million units on a seasonally adjusted basis, according to Census Bureau data released Tuesday. That's down 14.8% compared with a year ago and well below the 1.44 million units economists surveyed by Bloomberg projected.
But authorized residential permits — an indicator of potential future activity — rose 6.9% to 1.543 million permits in August from July. That was still down 2.7% from last August. Single-family permits, though, were up 2% from July to 949,000. Multifamily permits came in at 535,000.
The data reflects two opposing forces builders are trying to balance: the ongoing need for new construction to fill in limited inventory and elevated mortgage rates that are hurting their biggest customer right now, the first-time homebuyer.
"High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower," Robert Dietz, chief economist of the National Association of Home Builders, said Monday in a press release after builder confidence dropped for the second straight month.
Source: https://ca.finance.yahoo.com/news/homebuilders-face-a-tough-balancing-act-on-new-construction-amid-high-mortgage-rates-130744368.html
What is next for the Mining Sector.pptx
Blog – What is next for the Mining Sector – September 2023
The mining sector provides critical material that support solar, wind, and lithium-ion batteries as part of the green transition. https://www.iea.org/news/critical-minerals-market-sees-unprecedented-growth-as-clean-energy-demand-drives-strong-increase-in-investment
The mining sector products play a key role with the global GDP - https://www.yicaiglobal.com/news/global-mining-industry-value-was-69-of-world-gdp-last-year-china-says
Mining practices need to be sustainable including following all ESG policies - https://www.linkedin.com/advice/1/how-can-you-monitor-sustainable-mining-practices
Other links and sources –
Lithium Supply and Price - https://zbr.com.mx/en/sin-categoria-es/lithium-prices-fall-44-in-china-due-to-lack-of-demand/138168/
Cobalt - https://www.linkedin.com/posts/mahmut-karada%C5%9F-a2b7a5151_china-exportrestrictions-gallium-activity-7082603182589157376-Zrty/?trk=public_profile_like_view
Nickel https://www.eureporter.co/business/2023/09/15/stanislav-kondrashov-from-telf-ag-nickel-prices-outlook-remains-positive/
Iron-ore - https://www.brecorder.com/news/40263584/sgx-iron-ore-set-for-best-week-in-3-months
TD Bank / Metals - https://www.tdsecurities.com/ca/en/setting-the-stage-for-gold-outlook
Biodiversity / Mining - https://worldcrunch.com/green/lithium-green-energy-argentina-indigenous
ESG - https://iriscarbon.com/the-added-value-of-integrated-esg-reporting-a-threefold-framework/
Electricity Analysis - Canada and the OECD - June 2023.pptx
Summary:
Over three-quarters of the world’s total coal-generated electricity is consumed in just three countries. China is the top user of coal, making up 53.3% of global coal demand, followed by India at 13.6%, and the U.S. at 8.9%.
Burning coal—for electricity, as well as metallurgy and cement production—is the world’s single largest source of CO2 emissions. Nevertheless, its use in electricity generation has actually grown 91.2% since 1997, the year when the first global climate agreement was signed in Kyoto, Japan.
However, even as non-renewables enjoy their time in the sun, their days could be numbered.
In 2022, renewables, such as wind, solar, and geothermal, represented 14.4% of total electricity generation with an extraordinary annual growth rate of 14.7%, driven by big gains in solar and wind. Non-renewables, by contrast, only managed an anemic 0.4%.
The authors of the Statistical Review do not include hydroelectric in their renewable calculations, even though many others, including the International Energy Agency, consider it a “well-established renewable power technology.”
With hydroelectric moved into the renewable column, together they accounted for over 29.3% of all electricity generated in 2022, with an annual growth rate of 7.4%.
Source - https://energynow.ca/2023/09/infographic-what-electricity-sources-power-the-world-see-them-here-visual-capitalist/
Logistics Warehousing Transportation and Distrbution Analysis and Commentary ...
Here is my look at the transportation, logistics, trucking, freight, warehousing, and shipping sector
Retail Sales and Consumer Spending Analysis and Commentary - United States - ...
Here is my look at the retail sector for the United States
How to improve the Governance Model for the Public Sector - United States - S...
Here is my look at the public sector
What is next for Agriculture Sector - August 2023.pptx
Here is my look at the agricultural and farming sectors
Biotech Pharmaceutical Medical Equipment and Supplies - Analysis - September ...
Here is my look at the biotech sector
Global Automotive - Analysis and Commentary - August 2023.pptx
Here is my look at the automotive sector for August 2023
Global (Mining Oil and Gas Forestry and Agriculture) Analysis and Commentary ...
The mining, oil, gas, agriculture, forestry, and mining continue to face environmental, social, and governance policy review including reporting of key metrics as part of ESG reporting cycle.
There is more focus on profitability and investment returns as part of the integrated planning and reporting cycle.
World Merchandise Trade – September 2023.pptx
Summary:
The global economy faces what at least one forecaster is calling a mild trade recession as shipments from China slump and German factories downshift.
China’s export declines extended into August, though there were signs that the worst of a world trade slowdown may be over for the leading exporter.
Overseas shipments from China fell 8.8% in dollar terms from a year earlier while imports contracted 7.3%, both better than economists’ estimates and significantly less severe than July’s downturn.
Other data have suggested trade may be stabilizing after weakening for most of this year. Exports from South Korea also declined at a more moderate pace in August than the previous month.
Source: https://www.bloomberg.com/news/newsletters/2023-09-07/supply-chain-latest-world-trade-faces-a-shallow-recession?srnd=economics-v2
Additional sources and links:
Lithium - https://source.benchmarkminerals.com/article/falling-lithium-prices-challenge-potential-cost-advantages-of-sodium-batteries
Oil Production - https://www.cnn.com/2023/09/06/business/oil-price-goldman-sachs/index.html
Natural gas - https://www.fxstreet.com/news/natural-gas-holds-up-as-markets-in-limbo-over-strikes-202309070956
Lumber - https://www.fastmarkets.com/insights/sawmill-capacity-closures-reshape-us-lumber-supply
Critical metals - https://www.wasterecyclingmag.ca/feature/how-recycling-could-solve-the-shortage-of-minerals-essential-to-clean-energy/
Agriculture - https://www.morningagclips.com/economists-forecast-positive-end-of-year-crop-outlook-despite-warmer-midwestern-climate/
ESG - https://www.skadden.com/insights/publications/2023/09/the-informed-board/the-eus-new-esg-disclosure-rules
Ports - https://www.marketscreener.com/quote/stock/HAPAG-LLOYD-AG-24857717/news/Hapag-Lloyd-chief-warns-of-rougher-seas-ahead-for-container-shipping-44789017/
Top destination for reshoring - https://www.thenationalnews.com/business/economy/2023/08/29/uae-in-top-10-most-powerful-passports-for-investment-opportunity/
Global Trade - https://phys.org/news/2023-09-opinion-broke-global-climate-finish.html
What is next for the Forestry Sector and Lumber Production - September 2023.pptx
Lumber production in Canada continues to face many hurdles
Canada forest management practices are some of the bests in the world
Canada planted over 440M in seedlings back in 2018. It is now 2022 which means close 2M seedlings have been planted.
All levels need to put more focus on urban and rural planning solutions
More work including spending on wildfire and forest fire mitigation
Canada and USA need to find a path forward to resolve the softwood lumber dispute
There needs to a better balanced between climate change policies and growing the economy in a sustainable way
3D printing for housing needs to become mainstream
More protection needs to happen with key ecosystems like wetlands, forest, and peatlands.
There is a risk of debt default if interest rates are hike over the next few months
Blog - Governance - Education - Crombie.docx
Here are few links on education including the issues facing education
Construction Spending and Outlook - The USA and the World - August 2023.pptx
Blog – Construction Sector Analysis and Commentary – August 2023
Summary:
The outlook for US construction of affordable housing is set to change dramatically over the next two years. "Developers see a massive shortage ahead, which threatens to undo the recent progress in closing the daunting affordable housing gap in many US cities," reports Bloomberg.
While interest rates have been increasing, the number of housing projects starting this year has been cut significantly. 2022 projects will typically come online after 18-24 months, therefore construction companies are expecting a severe supply shortage by mid-2025.
This slowdown is supported by statistics from the US Department of Housing and Urban Development (HUD) which received 506 applications as of May, eight months into fiscal year 2023, totalling US$12bn in Federal Housing Administration loans to construct multi-family developments. This is about half the volume of the same eight-month period in FY22 (940 applications for US$22bn) and less than one-third of the volume for the same stretch in FY21 (1739 applications for US$37bn).
The higher costs associated with inflation and rising interest rates are creating financial gaps making it hard for developers to complete below-market rental projects, resulting in significant delays, says Bloomberg.
Single-family construction starts slipped after a four-month run, down seven per cent in June, while applications for permits rose 2.2 per cent from May, according to the Census Bureau and HUD.
Source - https://www.cemnet.com/News/story/175467/us-construction-outlook-is-about-to-change-for-crh-and-others.html
Other links and sources
1. Biodiversity / Construction - https://coastcommunitynews.com.au/central-coast/news/2023/08/biodiversity-overhaul-could-pave-the-way-for-more-housing-construction/
2. CO2 embodying - https://www.linkedin.com/posts/algomaco_california-becomes-first-state-to-adopt-mandatory-activity-7095045267430809600-y2pV/
3. Green Cement - https://environmentjournal.ca/lafarge-canada-pilots-cleantech-project-to-support-sustainable-cement-production/
4. Building codes - https://www.buildinggreen.com/newsbrief/marin-county-first-adopt-low-carbon-concrete-code
5. Energy - https://www.armstrongceilings.com/commercial/en/performance/sustainable-building-design/embodied-carbon-in-buildings.html
6. Climate Change Risks - https://urbanland.uli.org/public/climate-risk-is-financial-risk-the-ever-evolving-landscape-of-climate-related-financial-disclosures/
7. Net Zero - https://www.esmagazine.com/articles/103351-the-path-to-net-zero-buildings-3-steps-to-turn-sustainability-ambition-into-action
8. Ports / Clean - https://www.bnnbloomberg.ca/ports-in-europe-lure-investors-into-clean-energy-gateway-plan-1.1966430
9. Broadband spending - https://ca.news.yahoo.com/broadcom-gives-downbeat-forecast-signaling-221519671.html
10. Construction materials - https://www.marketplace.org/2023/09/01/climate-change-is-making-home-construction-more-expe
Canada and the World GDP Analysis - August 2023.pptx
Blog – What is next for the Global GDP – August 2023
The global economy is showing signs of improvement but remains fragile. Global GDP growth in 2023 is projected at 2.6%, the lowest annual rate since the global financial crisis, with the exception of the 2020 pandemic period. A modest improvement to 2.9% is foreseen for 2024.
There has been some respite: lower energy prices are helping to bring down headline inflation, and the earlier-than-expected reopening of China has provided a boost to global activity. However, the impact of higher interest rates is increasingly being felt across the economy.
High inflation and slow wage growth pushed real wages down in 2022, but these are projected to stop declining in most OECD countries over the course of 2023.
With these falls in real wages and a still tight labour market, nominal wage growth is projected to be just over 4% in the overall OECD area in 2023, before moderating to around 3.5% in 2024.
https://www.oecd.org/coronavirus/en/themes/global-economy
Additional sources and links:
Oil Production - https://globalnews.ca/news/9932960/oil-and-gas-sector-says-new-data-shows-it-can-both-hike-output-and-lower-emissions/ or https://www.reuters.com/article/global-oil-idAFL1N3AD027
LNG / Natural Gas - https://www.fxstreet.com/news/natural-gas-price-analysis-xng-usd-grinds-at-multi-day-top-focus-on-305-and-us-employment-data-202309010216
Lithium - https://agmetalminer.com/2023/08/31/lithium-battery-market-volatility/
Technology - https://finance.yahoo.com/news/bull-market-tech-stocks-sector-221421282.html
Base metals - https://www.bnnbloomberg.ca/base-metals-trade-mixed-with-chinese-and-us-economy-in-focus-1.1965922
Lumber - https://www.netnewsledger.com/2023/08/29/the-future-of-lumber-prices-in-canada-a-look-ahead/
EV - https://www.motor.com/2023/08/warning-signs-on-the-path-to-mass-ev-adoption/?utm_source=rss&utm_medium=rss&utm_campaign=warning-signs-on-the-path-to-mass-ev-adoption
Supply Chain - https://www.forexlive.com/news/canada-august-sp-global-pmi-480-vs-496-prior-20230901/ or https://www.automation.com/en-us/articles/august-2023/strategies-strengthening-supply-chains-2023
Food supply and prices - https://www.emerald.com/insight/content/doi/10.1108/OXAN-DB281606/full/html
Productivity - https://www.reuters.com/business/post-pandemic-world-facing-gloomy-stew-debt-trade-wars-poor-productivity-2023-08-28/
Innovation – https://digileaders.com/the-crucial-role-of-an-innovation-strategy/
Capital Spending - https://www.bnnbloomberg.ca/japan-firms-cut-capital-spending-for-first-time-in-over-year-1.1965955
Blog – Durable Goods and Capital Spending Analysis – August 2023 - https://www.linkedin.com/posts/paul-young-055632b_durable-goods-orders-tumble-why-its-not-activity-7100500285860573185-3emi?utm_source=share&utm_medium=member_desktop
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What is next for the Forestry Sector and Lumber Production - September 2023.pptx
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Construction Spending and Outlook - The USA and the World - August 2023.pptx
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what is a pi whale and how to access one.
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
How to get verified on Coinbase Account?_.docx
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
The European Unemployment Puzzle: implications from population aging
We study the link between the evolving age structure of the working population and unemployment. We build a large new Keynesian OLG model with a realistic age structure, labor market frictions, sticky prices, and aggregate shocks. Once calibrated to the European economy, we quantify the extent to which demographic changes over the last three decades have contributed to the decline of the unemployment rate. Our findings yield important implications for the future evolution of unemployment given the anticipated further aging of the working population in Europe. We also quantify the implications for optimal monetary policy: lowering inflation volatility becomes less costly in terms of GDP and unemployment volatility, which hints that optimal monetary policy may be more hawkish in an aging society. Finally, our results also propose a partial reversal of the European-US unemployment puzzle due to the fact that the share of young workers is expected to remain robust in the US.
how to sell pi coins on Binance exchange
Currently pi network is not tradable on binance or any other exchange because we are still in the enclosed mainnet.
Right now the only way to sell pi coins is by trading with a verified merchant.
What is a pi merchant?
A pi merchant is someone verified by pi network team and allowed to barter pi coins for goods and services.
Since pi network is not doing any pre-sale The only way exchanges like binance/huobi or crypto whales can get pi is by buying from miners. And a merchant stands in between the exchanges and the miners.
I will leave the telegram contact of my personal pi merchant. I and my friends has traded more than 6000pi coins successfully
Tele-gram
@Pi_vendor_247
how to sell pi coins effectively (from 50 - 100k pi)
Anywhere in the world, including Africa, America, and Europe, you can sell Pi Network Coins online and receive cash through online payment options.
Pi has not yet been launched on any exchange because we are currently using the confined Mainnet. The planned launch date for Pi is June 28, 2026.
Reselling to investors who want to hold until the mainnet launch in 2026 is currently the sole way to sell.
Consequently, right now. All you need to do is select the right pi network provider.
Who is a pi merchant?
An individual who buys coins from miners on the pi network and resells them to investors hoping to hang onto them until the mainnet is launched is known as a pi merchant.
debuts.
I'll provide you the Telegram username
@Pi_vendor_247
how to sell pi coins on Bitmart crypto exchange
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
when will pi network coin be available on crypto exchange.
There is no set date for when Pi coins will enter the market.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the telegram contact of my personal pi vendor
@Pi_vendor_247
how to swap pi coins to foreign currency withdrawable.
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
The secret way to sell pi coins effortlessly.
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
What website can I sell pi coins securely.
Currently there are no website or exchange that allow buying or selling of pi coins..
But you can still easily sell pi coins, by reselling it to exchanges/crypto whales interested in holding thousands of pi coins before the mainnet launch.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and resell to these crypto whales and holders of pi..
This is because pi network is not doing any pre-sale. The only way exchanges can get pi is by buying from miners and pi merchants stands in between the miners and the exchanges.
How can I sell my pi coins?
Selling pi coins is really easy, but first you need to migrate to mainnet wallet before you can do that. I will leave the telegram contact of my personal pi merchant to trade with.
Tele-gram.
@Pi_vendor_247
BYD SWOT Analysis and In-Depth Insights 2024.pptx
Indepth analysis of the BYD 2024
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This SWOT analysis examines BYD's strengths, weaknesses, opportunities, and threats as it competes in the fast-changing automotive and energy storage industries.
Founded in 1995 and headquartered in Shenzhen, BYD started as a battery company before expanding into automobiles in the early 2000s.
Initially manufacturing gasoline-powered vehicles, BYD focused on plug-in hybrid and fully electric vehicles, leveraging its expertise in battery technology.
Today, BYD is the world’s largest electric vehicle manufacturer, delivering over 1.2 million electric cars globally. The company also produces electric buses, trucks, forklifts, and rail transit.
On the energy side, BYD is a major supplier of rechargeable batteries for cell phones, laptops, electric vehicles, and energy storage systems.
how to sell pi coins in all Africa Countries.
Yes. You can sell your pi network for other cryptocurrencies like Bitcoin, usdt , Ethereum and other currencies And this is done easily with the help from a pi merchant.
What is a pi merchant ?
Since pi is not launched yet in any exchange. The only way you can sell right now is through merchants.
A verified Pi merchant is someone who buys pi network coins from miners and resell them to investors looking forward to hold massive quantities of pi coins before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
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USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
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Manufacturing Sector – Canada and the United States – July 2023.pptx
- 1. Click to edit Master title style 1 Manufacturing Sector – Canada and the United States – July 2023 P a u l Yo u n g C PA C G A S M E D a t a a n d A I A u g u s t 4 . 2 0 2 3
- 2. Click to edit Master title style 2 Paul Young - Bio • CPA, CGA (1996) • Academia (PF1, FA4, FN2, MU1. and MS2) • SME – Customer Success Management • SME – Risk Management • SME – Close, Consolidate and Reporting • SME – ESG and Sustainability Reporting and Policy Development • SME – Public Policy • SME – Emerging Technology • SME – Business Process Change • SME – Financial Solutions • SME – Macro/Micro Indicators • SME – Supply Chain Management • SME – Data, AI, Security, and Platform • SME – Internal Controls and Auditing Contact information email: Paul_Young_CGA@outlook.com LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
- 3. Click to edit Master title style 3 Agenda 3 • United States Manufacturing Sales • Canada Manufacturing Sales • Profitability Architects • Safeguarding Assets / Climate Change • ESG • Automation
- 4. Click to edit Master title style 4 United States Manufacturing Sales 4 Source – USA Government
- 5. Click to edit Master title style 5 United States Manufacturing Sales 5 Source – USA Government
- 6. Click to edit Master title style 6 United States Manufacturing Sales 6 Source – USA Government
- 7. Click to edit Master title style 7 Canada Manufacturing Sales 7 Source – Stats Canada
- 8. Click to edit Master title style 8 Global PMI 8 Source - https://www.spglobal.com/marketintelligence/en/mi/research-analysis/pmi-surveys-show-global-inflation-pressures-ticking-higher-in-july-on-rising-staff-costs.html
- 9. Click to edit Master title style 9 Safeguarding Assets and Climate Change 9 Blog - Safeguarding Assets through use of Weather Analytics and Vegetation Management Solutions - ESG and Climate Change - https://www.linkedin.com/posts/paul-young-055632b_vegetation- TQfV?utm_source=share&utm_medium=member_desktop https://www.ibm.com/products/environmental-intelligence-suite/vegetation-management This is a great opportunity for the utility sector to re-look at their asset management through using vegetation and weather management solutions. Mitigation of risk from climate is becoming a key focus area for the utility sector. https://www.slideshare.net/paulyoungcga/electricity-analysis-canada-and-the-oecd-february-2023pptx
- 10. Click to edit Master title style 10 ESG 10 Blog - Non-GAAP Definitions, Environmental Credits, ESG Data: Baruch Conference Highlights - https://www.linkedin.com/pulse/blog-non-gaap-definitions-environmental-credits-esg-paul-young 1. Defining Terms - The issue of non-GAAP disclosures doesn’t appear in the business news cycle much anymore. That doesn’t mean accountants, auditors, and CFOs feel the matter is settled. 2. Accounting Lifeline -Do you or your accounting head need reliable help with an accounting or auditing compliance matter? The SEC’s office of the chief accountant (OCA) is available. Lindsay McCord said consulting the OCA is a resource underutilized by many companies, despite a whole web page devoted to where to get questions answered. There’s even a list of information the OCA needs to sort out your sticking poin 3. Is an Environmental Credit a Credit? Almost a year ago, FASB added a project to its technical agenda on accounting for environmental credit programs — e.g., carbon offsets, an area for which it has no specific rules. 4. ESG Is About Data - What’s a financial reporting conference without a panel on the SEC’s forthcoming ESG reporting standards? With a lot still up in the air, the panel was mostly a “how will we do this, how will we do that” discussion. https://www.cfo.com/accounting-tax/financial-reporting-2/2023/05/financial-reporting-baruch-non-gaap-oca-carbon-credits- esg-data/
- 11. Click to edit Master title style 11 Automation 11 Blog - Manufacturing - Automation - Cobot system developed to handle labor-intensive material removal - https://www.linkedin.com/posts/paul-young-055632b_cobot-system-developed-to-handle-labor-intensive-activity- 7074503149096488960-QBoH?utm_source=share&utm_medium=member_desktop Kane Robotics’ new Grit cobot is designed to work alongside humans to perform a variety of labor-intensive tasks including sanding, grinding, deburring and polishing in industries ranging from aerospace to construction. •
- 12. Click to edit Master title style 12 Top 3 Sectors / Automation 12 Blog - Next Sectors that could adopt more Automation - Agriculture Healthcare and Food Manufacturing - https://www.linkedin.com/posts/paul-young-055632b_three-industries-ripe-for-automation-according-activity- 7072914564903833600-Rn4G?utm_source=share&utm_medium=member_desktop https://www.cnbc.com/2023/06/03/robotics-guru-three-industries-next-to-be-automated.html The key sectors mention in this article are food manufacturing/processing, healthcare, and agriculture. Let me first focus on healthcare as healthcare is facing many issues including the need for more performance and value for money audits. I can group both agriculture and food manufacturing/processing together as they are areas that can adopt more technology. Key with both of these sectors is their ability to manage their input costs as part of producing their various products. Agriculture sector can also benefit from technology like geospatial as a part managing crop yields. Technology companies need to look at the most cost efficient to provide geospatial as a service for small to mid size enterprises.
- 13. Click to edit Master title style 13 Key Links 13 • ESG and Sustainability Reporting - https://www.slideshare.net/paulyoungcga/introductory-to-esg-and-sustainability- reportingpptx-257524640 • Data Management - https://www.slideshare.net/paulyoungcga/how-to-solve-data-management-isuses-for-both-the-private-and- public-sectorspptx • Risk and Compliance - https://www.slideshare.net/paulyoungcga/strengthen-internal-controls-and-compliance-through-data-and- ai-as-part-of-the-regulatory-and-corporate-reporting-cyclepptx-257453565 • Close, consolidate, and reporting - https://www.slideshare.net/paulyoungcga/close-consolidate-and-reporting-cyclepptx- 256864692 • Top Reporting Challenges - https://www.slideshare.net/paulyoungcga/top-reporting-challenges-facing-both-the-private-and- public-sectorpptx • Data and AI - https://www.slideshare.net/paulyoungcga/leveraging-realtime-analytics-as-part-of-driving-data-and-ai-to-improve- business-outcomespptx • Blog – Building the Business Model that include Circularity as part of moving to Net Zero - https://www.linkedin.com/posts/paul- young-055632b_how-to-build-circularity-into-your-business-activity-7048291009599860736- 5RXv?utm_source=share&utm_medium=member_desktop
- 14. Click to edit Master title style 14 Summary 14 • Manufacturing sector continues to face many challenges. Blog – Global Manufacturing Sales Analysis and Commentary – July 2023 Global factory activity took a further turn for the worse in July, private surveys showed on Tuesday, a sign slowing growth and weakness in China were taking a toll on the world economy. The downturn highlights the dilemma for policymakers who embarked on aggressive tightening cycles in a battle to keep inflation at bay and yet also need to try and forestall potential recessions. Source - https://www.msn.com/en-ca/money/topstories/world-factory-activity-shrinks-as-china-slowing- growth-take-toll/ar-AA1eD03H Additional sources and links: Lithium - https://www.sharecafe.com.au/2023/08/04/lithium-commodity-market-report/ Oil Production - https://www.reuters.com/business/energy/oil-prices-set-sixth-weekly-gain-producers- pledge-output-cuts-2023-08-04/ Natural Gas Production - https://www.wsj.com/articles/natural-gas-edges-higher-staying-in-2-500-2-800- range-e348ab95 Food security and supply - https://www.chinadaily.com.cn/a/202308/04/WS64cc58f0a31035260b81a4bb.html Lumber - https://biv .com/article/2023/08/lumber-prices-stabilize-demand-softwood-remains-strong Steel - https://www.hellenicshippingnews.com/iron-ore-slump-widens-as-china-demand-concerns- mount/ T ech - https://www.indianretailer .com/article/technology/digital-trends/how-technology-will-transform- manufacturing-sector-by-2025.a7020