Author: Connected Wealth

Cyclical Yield En Vogue
Business

Cyclical Yield En Vogue

In the past three Market Ethos instalments, we covered the market correction and its most likely culprit, namely rising bond yields and inflation expectations. Turning points in the market are extremely hard to identify without the benefit of hindsight. But […]

The Bell Has Been Rung
Economics

The Bell Has Been Rung

Last week we wrote a piece titled “Hey Equity Markets, Bond Yields Toll for Thee.” Well, bond yields tolled alright, and equity markets found their bell rung in terms of handling rising bond yields. The U.S. ten-year topped out twice […]

All About FX
Economics

All About FX

The S&P 500 is rocking new high after new high. Since the end of November, it is up 7.9% in under two months. But translate that back in to Canadian dollars and your return is a meagre 3.1%. Today the […]