Nash Family Wealth
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Articles
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Thu, 09/05/2019
The word ‘recession’ was on everybody’s lips last month, as the introduction of new tariffs from both China and the United States combined with a series of weak economic data – especially from Europe – resulted in a recession signal from the U.S....
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Thu, 09/05/2019
"September begins with yet another round of tariffs between the U.S. and China as a new 15% duty on about $112 of Chinese imports is imposed. China, for its part, imposed new levies including a new 5% tax on U.S. crude oil imports. Washington and...
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Mon, 08/19/2019
Canadian banks begin reporting their Q2 2019 earnings this week against an uncertain global economic backdrop. The sector is down 4.8% so far in August, underperforming the S&P/TSX by a massive 330 basis points (only health Care is worse...
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Mon, 08/12/2019
"The trade war roller coaster continues to confound markets. Last Friday, President Trump said he is considering ending trade talks with China that were to resume in Washington next month......In Canada, expectations of rate cuts rose after...
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Wed, 08/07/2019
Bonds continue to rally as central banks react to an uninspiring economic backdrop. Central banks in India, new Zealand and Thailand suprised markets by cutting rates by more than expected. More rate cuts are sure to come from other...
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Tue, 08/06/2019
So much for the trade truce. Full Report
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Tue, 08/06/2019
Why do we have central banks? We argue that, in its most basic form, the main purpose of having an independent institution in charge of monetary policy is to smooth out the inevitable ups and downs of business cycles so that a society and its people...
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Tue, 07/30/2019
So why are we calling for only a 25 basis point cut on Wednesday, followed by one more cut before year-end, i.e. an “insurance cut” of no more than 50 bps this year? To be sure, we may change that call as the economic situation evolves. But at this...
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Mon, 07/22/2019
By Krishen Rangasamy "Go back to your country". For unsuspecting folks hearing this vitriol tweets last as evidenced by the anger and sadness expressed in the significant media coverage. They ask how can the leader of the free world...
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Mon, 07/22/2019
It’s still early in Q3 and the geopolitical backdrop remains highly confusing. Yet, there are signs that some of the gloom reported in global manufacturing activity in June is abating. The Philly Fed Manufacturing Business Outlook Survey saw the...