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Perspectives

Market doesn’t seem to be worried about the upcoming election only 10 days away

by Fortem Financial October 26, 2020

The equally-weighted Value Line Index (roughly 1700 issues) is right on the cusp of breaking out to multi-year highs, following consecutive declines of roughly -25% and -45% over the last 2+ years. This is about as good of an indication we have that participation is broadening under the surface. The recent outperformance from small-caps, trading to 5-month relative highs last week, is also suggestive of this positive shift. Continued improvement from credit – BB vs. BBB corporate spreads hit r… View More

GDP Soars in Third Quarter

by Fortem Financial October 19, 2020

There is nothing normal about the 2020 recession. Massive nationwide shutdowns of "non-essential" businesses caused real GDP to drop at a 31.4% annual rate in the second quarter, the biggest drop since the 1930s. However, as we expected, a V-shaped recovery is being traced out. On October 29th, in ten days, we expect a report that says third-quarter real GDP rebounded at a 33.4% annual rate. We may make some minor adjustments to this forecast when new reports on business investment, inventorie… View More

Markets continue to show strength heading into Q3 earnings season. We share our thoughts on the market’s reaction to the upcoming election.

by Fortem Financial October 12, 2020

The S&P 500 Index returned 3.89% last week, its best performance since the shortened holiday week ending July 2. October has shown a welcoming start for equity investors following a disappointing September. After recording an all-time closing high on September 2, the index slid over a three-week period posting a -3.80% return for the month, its first negative monthly performance since March. Equities opened up on Monday on news that President Trump was recovering from coronavirus symptoms an… View More

What more can possibly happen before the election?

by Fortem Financial October 6, 2020

It felt like we packed a month worth of economic happenings into just one week. The first presidential debate, Supreme Court nomination, employment data continues to get better and many of our countries political leaders, including the President, contract the Coronavirus. Despite President Trump testing positive for coronavirus, equities ended a volatility week higher as investors became more upbeat about a potential stimulus package. While the positive test for the President creates near term u… View More

Although there remains plenty of worrisome news, businesses appear to be pushing through with their overall plans

by Fortem Financial September 28, 2020

COVID-19 cases in the United Kingdom, France, and Spain have been picking up, prompting London Mayor Sadiq Khan to have talks for new restrictions aimed to slow the spread of the virus. Treasury yields dropped over the course of the week on the increased COVID concerns in Europe and comments from the Federal Reserve. On Tuesday, Fed Chairman Jerome Powell testified before Congress and said another fiscal stimulus would be important to aid the economy. These calls for additional stimulus were ech… View More

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