Stock Market Analysis and Commentary for WE July 7 2023.pptx

WHAT IS UP
WITH THE
STOCK MARKET
Paul Young CPA CGA
Pre-Sales/Business
Development/Custome
r Success
Date: July 7, 2023

PAUL YOUNG - BIO
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – ESG and Sustainability Policies and
Reporting
• SME – Close, Consolidate and Reporting
• 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/
SlideShare - https://www.slideshare.net/paulyoungcga
Pre-Sales, Business Development, and Customer
Success Specialist

AGENDA
• Commodities (Key)
• TSX – Canada
• United States Market
• Audit
• Corporate Reporting
• Automation
• Threats of geopolitical risks and events
• Canada and USA scorecards
• New Zealand and Australia
• Asia
• Middle East and Africa
• South America
• Key Blogs
PRESENTATION TITLE 2/11/20XX 3

COMMODITIES

CANADA AND STOCK MARKET

UNITED STATES – STOCK MARKET

STOCK MARKET /
WORLD
Markets - October
2021.pdf

RECESSION
FEARS
Source – BMO Economic

AUDIT
Blog – A new eye on audit quality using Data and AI - https://www.linkedin.com/pulse/blog-new-eye-
audit-quality-using-data-ai-paul-young/?published=t
2/11/20XX 16

CORPORATE REPORTING CHALLENGES
Here is my work on close, consolidate, and reporting -
https://ibm.box.com/s/i7efp948qvb5l8bt96y8sigsup8yes2u
Here is my work on ESG - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce

CRISIS AND EMERGENCY MANAGEMENT
How Data and AI can help better safeguard assets through better
Emergency and Crisis Management Planning and Reporting
Emergency and Crisis Management planning and reporting are
growing important as both public and private sectors look at
better ways to safeguard their assets. This presentation discusses
how organizations can embrace Industry 4.0, monitoring, Data,
and AI as part of defining their policies and procedures when it
comes to business continuity and disaster planning and
reporting.
My video - https://www.youtube.com/watch?v=vyMy6Fnsbcw
My presentation:
https://ibm.box.com/s/oi8wxfsbwea7xfiiy076ki7qrafirobr

AUTOMATION /
BUSINESSES
Here is my latest look at automation including the use of robots and Robotic Process Automation
https://www.slideshare.net/paulyoungcga/automation-robots-and-machine-learning
Blog – How to ensure structural integrity of buildings using better risk management -
https://ibm.box.com/s/rsp6p9tez8uru9fo0wu5d13bxt7rtrr0
Blog - Cobots lead the future of the global industrial robotics market - https://www.linkedin.com/pulse/blog-cobots-
lead-future-global-industrial-robotics-market-young/?published=t
Blog - Almost all workers will be required to learn new digital skills in the next decade -
By the time we hit 2030, almost all workers in the UK (90 percent) will be required to learn new digital skills to do their
jobs, a new report from CRM provider Salesforce and analyst firm IDC argues.
Blog – How to Reform STEM – Education and Training - https://www.linkedin.com/pulse/how-reform-stem-education-
training-paul-young/?published=t
How to improve job quality - https://www.slideshare.net/paulyoungcga/how-best-to-improve-job-quality-for-canadians

ESG REPORTING
Blog - Materiality Question Dogs SEC’s ESG Disclosure Project -
“When it comes to disclosure, investors have told us what they want,” Gensler tweeted in early August. “It’s now time for the
commission to take the baton.”
However, it would be practically impossible for the SEC to require all the above-listed information in one expansive rule. In
addition, though it might please climate change activists, it would alienate issuers and bring heaps of scorn from the business
lobby. More importantly, though, it could violate a bedrock principle of SEC disclosure mandates: materiality.
Disclosures are material when they are reasonably likely to impact a company’s financial condition or operating performance.
Therefore, they are the most important to investors, to use the definition of the Sustainability Accounting Standards Board.
https://www.cfo.com/regulation/2021/08/materiality-question-dogs-secs-esg-disclosure-project/
Here is my work - https://www.slideshare.net/paulyoungcga/introductory-to-esg-and-sustainability-reportingpptx

ESG REPORTING
Blog – Sustainability and ESG Reporting – How best to Manage the Supply Chain to Achieve Net Zero - https://www.linkedin.com/posts/paul-young-
055632b_4-steps-supply-chain-leaders-can-take-now-activity-7038135133589176320-_CHz?utm_source=share&utm_medium=member_desktop
Supply chain is critical aspect of day to day lives. The supply chain itself has many variables as part of taking the goods out of the ground and then getting
the finished product to market.
Here are key challenges that is facing the supply chain management as part of moving to net zero
1.Map your supply chain
2.Identified strategic suppliers
3.Build collaboration between suppliers and business partners partners
4.Align KPIS to a sustainability set
https://www.gep.com/blog/strategy/net-zero-emissions-supply-chain-sustainability
https://www.edie.net/nine-top-tips-for-making-your-supply-chains-more-sustainable-and-resilient/
Additional Links:
Blog - Sustainability and ESG Reporting - Developing key Policies related to Waste and Pollution - https://www.linkedin.com/posts/paul-young-
055632b_waste-management-critical-for-businesses-activity-7038127159349039104-
66VS?utm_source=share&utm_medium=member_desktop

ESG
Blog – Sustainability and ESG Reporting – How best to be a leader in Resource Stewardship -
https://www.linkedin.com/posts/paul-young-055632b_resource-stewardship-activity-7038124098052382720-
JjNS?utm_source=share&utm_medium=member_desktop
Biodiversity - https://www.linkedin.com/posts/paul-young-055632b_what-is-biodiversity-and-how-does-it-
affect-activity-7038115093066223617-CUHj?utm_source=share&utm_medium=member_desktop
GRI
https://w ww.linkedin.com/posts/paul-young-055632b_data-collection-for-gri-biodiversity-standard-activity-
7037785203137789952-4gxk?utm_source=share&utm_medium=member_desktop
Data Management - https://www.slideshare.net/paulyoungcga/how-to-solve-data-management-isuses-for-
both-the-private-and-public-sectorspptx-257454162
ESG and Sustainability Reporting - https://www.linkedin.com/posts/paul-young-055632b_survey-details-data-
officers-priorities-activity-7035607408462749696-_bXQ?utm_source=share&utm_medium=member_desktop
Supply chain - https://www.slideshare.net/paulyoungcga/supply-chain-and-analyticspptx

7/8/2023 23
I have done work on risk and compliance including discussing regulatory challenges like sustainability -
https://www.slideshare.net/paulyoungcga/strengthen-internal-controls-and-compliance-through-data-and-ai-as-part-
of-the-regulatory-and-corporate-reporting-cyclepptx

7/8/2023 24
Autonomous finance is a data-driven or algorithm-driven process that employs software to automate financial operations
and management.
Source - https://learn.g2.com/autonomous-finance
Key Stats
Consider the following statistics:
 89% of financial services leaders believe that the first financial services companies to deploy autonomous finance will
carve out a large competitive advantage.
 60% of financial institutions believe that autonomous finance enhances personalisation capabilities, which improves
their customer experience (CX).
 As things stand, over 50% of the following finance and accounting activities are mostly or partially automated:
processing of transactions, procurement, preparation of financial reports, and planning/forecasts, etc.
Source - https://www.receeve.com/blog/autonomous-finance-drives-collections-success or Blog – What is Autonomous
Finance - https://www.linkedin.com/pulse/blog-what-autonomous-finance-paul-young

GEOPOLITICAL RISKS
Blog – How best to manage Geopolitical Events as part of Safeguarding Assets.
Geopolitical risks are nothing new for the public and private sectors as geopolitical risks have been around for
decades. AI and Data can be used as part of mitigating geopolitical risks for both the public and private sectors.
https://www.slideshare.net/paulyoungcga/how-to-mitigate-geopolitical-risks-as-part-of-safeguarding-your-assets
1. Troop withdrawal from Afghanistan
2. Water shortages
3. Political stability
4. Rise of Cybersecurity attacks
5. Mitigating against future pandemics
6. Rise of inflation
7. Supply chain disruption
8. Iran elections
9. Adjusting to the new normal
10.Ukraine invasion by Russia
11.Development of natural resources in a sustainable way

WORKING WITH WEATHER SERVICES AND
ANALYTICS
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

AUSTRALIA AND NEW ZEALAND
The Index finished the week down 2.3% and closed at worst levels. The selling was broad-based,
with every sector except Utilities down at least 1.0%. The Evening Wraps have talked about this
recurring theme about how quickly recent rallies tend to unravel and the importance of shallow
pullbacks (to which we have seen none). The market is now becoming increasingly oversold (and
therefore due for a short-term bounce) but we're also in an undesirable state where volatility and
distribution has picked up.
To add further insult to injury, bond yields are surging across the board. The UK 2-year yield is up 22
bps this week as traders believe UK rates could hit 6.0% by early next year. Not far off is the
Australia 3-year yield which is up 20 bps this week to 4.26%, a level not seen since August 2011.

GDP PER CAPITA

CHINA GDP
Economists surveyed by Bloomberg now expect China’s gross domestic product to expand 5.5% this year
from a year ago, edging down from a prior estimate of 5.6%. They also said the central bank will likely cut the
reserve requirement ratio for major banks earlier than expected. James Mayger reports on Bloomberg
Television.

AUSTRALIA GDP
WestpacCoasttoCoas
t2021December.pdf

LATEST FORECAST
PRESENTATI, ON TITLE 2/11/20XX 31

MIDDLE EAST AND
AFRICA
Source - https://www.mappr.co/thematic-maps/richest-arab-
countries/

LATIN AMERICA

EMEA
GROWTH
• Source -
https://www.reuters.com/world/eu
rope/euro-zone-rebounds-
strongly-inflation-above-ecb-
target-2021-07-30/

SOUTH AMERICA
Latin America’s economies held up well last year despite the shocks from Russia’s invasion of Ukraine
and global interest rate hikes. In 2022, the region’s economy expanded by nearly 4 percent,
employment recovered strongly, and the service sector rebounded from the damage caused by the
pandemic.
Inflationary pressures are receding in many countries due to the early and determined efforts of central
banks as well as lower global prices of food and energy. However, core inflation (that is, excluding food
and energy), remains high at around 8 percent in Brazil, Mexico, and Chile (and somewhat higher in
Colombia but lower in Peru).

1. Blog - Data Breaches Cost Companies $4.24M Per Incident On Average https://www.cfo.com/cyber-security-technology/2021/07/data-breaches-cost-companies-4-24m-per-incident-on-
average/ I have done many blogs on data privacy, protection, security, and data governance: https://www.linkedin.com/posts/paul-young-055632b_what-is-data-fabric-activity-
6826126720932941824-08Zb
2. SEC may require climate risk disclosures in expanded 10-Ks: Gensler -
https://www.linkedin.com/feed/update/urn:li:ugcPost:6826481598666567681?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28*%2Curn%3Ali%3AugcPost%3A682648159866656
7681%29
3. Blog – What is new for regulatory reporting and the accounting standards - https://ibm.box.com/s/x973uioy6ozwkzw7yvqaa07wdldp8gld
4. Blog – Insurance and Climate Change - https://www.linkedin.com/posts/paul-young-055632b_how-do-you-insure-yourself-against-climate-activity-6823919255478792192-Zq7f
5. Blog - Top 8 Supply Chain Technology Trends for 2021 - https://www.linkedin.com/posts/paul-young-055632b_top-8-supply-chain-technology-trends-for-activity-
6826091811476516864-dvAx
1. Hyperautomation
2. Digital Supply Chain Twin (DSCT)
3. Immersive Experience and Applications
4. Edge Ecosystems
5. Supply Chain Security
6. Environmental Social Governance (ESG)
7. Embedded AI and Analytics
8. Augmented Data Intelligence
6. Blog - Cyber Attackers Could Weaponize Operational Tech to Harm Humans - Companies can reduce risk by implementing a security control framework.
https://www.mhlnews.com/global-supply-chain/article/21170603/cyber-attackers-could-weaponize-operational-tech-to-harm-
humans?utm_source=IY+IW+QM+News&utm_medium=email&utm_campaign=CPS210723103&o_eid=7930I4506489J2B&rdx.ident=%5Bobject+Object%5D&oly_enc_id=7930I45064
89J2B
1. Blog - Improving cybersecurity means understanding how cyberattacks affect both governments and civilians - https://www.linkedin.com/pulse/blog-improving-cybersecurity-
means-understanding-how-paul-young/?published=t

SUMMARY
• Summary
• Concerns over housing debt and affordable
housing are driving down markets
• Access to critical metals has become a
growing concerns for countries trying to shift to
cleaner economic policies
• Lack of focus on systemic issues with inflation
• Supply chain disruptions continue to plague
global supply chains
• High inflation is challenge for global central
banks
• Threat of recession continues to rise each
week
• Bear market could lead to issues with pension
solvency
Blog – Stock Market Analysis for the Week-Ending July 723
Summary:
The Dow Jones Industrial Average fell 0.6% Friday
. Other major indexes saw smaller declines as indexes
faded into the close.
The S&P 500 and the Nasdaq also pared back from their highs of the day
. The S&P 500 fell 0.3% at the
close, while the Nasdaq saw a 0.1% loss.
Volume on the NYSE and on the Nasdaq was lower from Thursday's levels, according to early data.
The small-cap Russell 2000 outperformed with a 1.2% gain, while the Innovator IBD 50 ETF (FFTY) ended
0.4% higher
.
Crude oil rose to $73.06 a barrel. The yield on the benchmark 10-year T
reasury note was unchanged at
4.05%.
Friday's jobs report showed 209,000 new jobs in June, lower than views for 213,000. On the other hand,
wage growth was strong, while the unemployment rate was in line with estimates of 3.6%. The odds of a
25-basis-point hike in the Fed's July meeting went up to 94.9%, according to the CME FedWatch T
ool.
The consumer price index is on watch for Wednesday
.
Generative AI is a major tailwind for Dow component Microsoft (MSFT). The stock is hovering near its all-
time high of 351.47. Shares are well extended from a rebound off the 10-week moving average in late
April.
JPMorgan Chase (JPM) rose 0.8% after an analyst upgrade to outperform from peer perform from Wolfe
Research ahead of its earnings next week. Shares are in a buy zone from a 143.37 buy point.
Caterpillar (CA
T) also gained in the Dow Jones, nearing a buy point of 250.89, while health care stocks
fell. The Health Care Select Sector SPDR (XL
V) was off 1.2%.
Source - https://www
.investors.com/market-trend/stock-market-today/dow-jones-rises-after-jobs-data-
tesla-throws-gas-on-ev-price-wars-as-microsoft-eyes-all-time-high/

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