Stock Market Analysis and Commentary for WE September 15 2023.pptx

WHAT IS UP
WITH THE
STOCK MARKET
Paul Young CPA CGA
Senior Custom
Success Manager Data
and AI and Business
Strategist
Date: September 9,
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
Senior Customer Success Manager Data and AI
and Business Strategist

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

KEY HIGHLIGHTS
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 /
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 18

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
I would also add in the need for all levels of government to have mandator emergency and crisis
management reporting that is tested against geopolitical events. The AG mentions the government was
not prepared for pandemic (https://www.youtube.com/watch?v=d8bx3wWSYbY) as such it makes me
wonder if there is a need for annual audits of all dept/agencies crisis and emergency management plans.
https://www.slideshare.net/paulyoungcga/why-both-the-private-and-public-sectors-need-mandatory-
audits-of-crisis-and-risk-management-reports
Climate change is an issue and always will be an issue. The real key is developing policies that look at
all angles of climate change mitigation!

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

9/15/2023 25
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

9/15/2023 26
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

CLOSE, CONSOLIDATE, AND REPORTING
CYCLE
Blog – How to streamline the Close Consolidate and Reporting Cycle - https://www.linkedin.com/posts/paul-
young-055632b_how-to-streamline-the-close-consolidate-and-activity-7103030891395907584-
Ne_W?utm_source=share&utm_medium=member_desktop
Video: https://youtu.be/wwiqdRGQZ-E?si=7s9UrPmTsHBkJGYE
The time to close the monthly, quarterly, and year-end cycle has been concern to organizations due to
complexity and volume data to complete to process. This presentation and video discuss how organizations can
streamline the close, consolidate, and reporting cycle through modernized data management strategy including
the leveraging of business analytical tools. Presentation Link: https://www.slideshare.net/paulyoungcga/how-
to-streamline-the-close-consolidate-and-reporting-cyclepptx

AUSTRALIA AND NEW ZEALAND
The Index finishes the week up 1.7% and above its 200-day moving average, resource stocks rallied
on China stimulus and better-than-expected economic data, UBS is bullish on coal miners and why
the market's in a bit of a bullish dilemma.
The ASX 200 rallied and finished off session highs of 1.85%. Every sector finished higher, led by growth
and resources. The local market is feeling the kick from the the Arm IPO (which closed almost 25%
higher from its offer price) as well as more stimulus and positive economic data out of China.
We've seen a strong response from the resource space, with outsized gains from Fortescue (+4.0%),
BHP (+3.5%), Rio Tinto (+3.0%) and Sandfire (+3.3%) Resources. It was interesting to see Woodside
(+1.4%) fade from session highs of 2.4%.

GDP PER CAPITA

CHINA GDP
"What we are watching is the fiscal policy response. And to the extent to which that has not
been coming through, we had to bring in the growth numbers lower." Chetan Ahya, chief
Asia economist at Morgan Stanley, explains why the bank now sees China's gross
domestic product expanding 4.7% this year, down from an earlier projection of 5%. Morgan
Stanley also lowered next year's forecast to 4.2% from 4.5%. Ahya speaks with Yvonne
Man and David Ingles on "Bloomberg Markets: Asia."
Source - https://www.bnnbloomberg.ca/investing/video/morgan-stanley-cuts-
china-gdp-forecasts-for-2023-2024~2748134

AUSTRALIA GDP
WestpacCoasttoCoas
t2021December.pdf

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 – 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.
Source - https://www.investorsobserver
.com/news/qm-news/4667568553079981
Additional sources and links:
Oil Production - https://www.cnbc.com/2023/09/15/oil-to-hit-100-analysts-expect-a-return-to-triple-
digits-before-2024.html
Natural gas - https://www.barchart.com/story/news/20313473/nat-gas-prices-edge-lower-on-the-
outlook-for-cooler-u-s-temps
Lithium - https://ground.news/article/china-lithium-price-sinks-on-lacklustre-demand-rising-supplies

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