AI, Earnings, and Energy: What’s Powering Markets Now
Big Tech earnings take center stage as Alphabet, Meta, and Amazon report. AI investment, rate decisions, and standout Canadian names like Cameco, Celestica, and Power Corporation are driving market momentum.
Strong Q2 Earnings from JP Morgan, Netflix, GE, and Nvidia in Focus
Markets remain steady as earnings from major sectors offer insight into current momentum and evolving market leadership. Key Points: Markets Flat as Investors Await Data and Earnings Equity markets were quiet last week, with small caps under-performing. Investors continue to favor large-cap multi-nationals benefiting from global exposure and a weaker U.S. dollar. Tariffs and Commodities […]
David Burrows on BNN Bloomberg’s Market Call Discussing His Market Outlook, Top Picks and Answering Questions on North American Large Cap Stocks
David Burrows on BNN Bloomberg’s The Open, Discussing The Canadian Stock Market Being in a Sweet Spot For The Reflation Trade, Commodities and Financials
David Burrows and Diana Avigdor Discuss Earnings, Volatility, Breadth Numbers Returning, Rotational Corrections, And Heading Seasonally Into The Strongest Period Of The Year.
Rotational Correction Looks to Have Ended – Secular Bull Market Resumes
Following five and a half months of consolidation, it appears that the next leg of a new reflationary secular bull market began its second leg in early October. As many of our longtime clients know, Barometer believes in focusing on market-leading themes (our Disciplined Leadership Approach), sometimes avoiding large parts of the market and running […]
Market Update (Video) – David Burrows Discusses the Overall Health of the Market, Bonds and Yields, Cyclical and Consumer Discretionary Sectors, Leadership and the Barometer Global Music Royalty Fund
Market Update (Video) – David Burrows Discusses High Frequency Data, Reflation Improving, Risk Appetite Indicators and Recent Market Activity
Market Update (Video) – Special Guest Host Diana Avigdor Discusses Barometer’s Top Down View For The Short, Medium & Long Term, James Callahan Touches On Silicon Valley Bank & Morgan Stanley
David Burrows on BNN Bloomberg’s Market Call Discussing His top Picks and Answering Questions on North American Large Cap Stocks.
