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Inside the Market

Up-to-the-minute insights
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Wall Street veteran warns global economic slump could last years

Tim Shufelt

Underlying weakness in the global economy could persist for several years, warns Ronald Temple, managing director at New York-based Lazard Asset Management. But thankfully for investors, the stock market and the economy are two separate entities.

The Wall Street veteran foresees a significant slowdown in China, enduring stagnation in Europe, mediocre U.S. growth, and commodity-linked weakness for Canada.

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How to get blue chip exposure to the TSX

ROB CARRICK

You could buy just blue chips for investing in Canada’s stock market and call it a day.

It’s widely accepted that broad market exposure including small, medium and large companies produces better returns than focusing just on large companies. But if your comfort level as an investor precludes owning smaller, riskier stocks, then it’s a viable strategy to buy just blue chips.

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Today's analyst upgrades and downgrades

Darcy Keith

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

Several analysts significantly raised their price targets on Hudson's Bay Co. after the company announced a refinancing plan Monday and released an independent appraisal of its flagship Saks Fifth Avenue property.

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Today's small-cap stocks to watch: Reitmans to shutter Smart Set stores

Darcy Keith

Inside the Market’s roundup of some of the Canadian small caps making news and on the move today

Reitmans (Canada) Ltd. announced it will close its 107 Smart Set stores over the next 12 to 18 months. 

"Despite some improvements in the performance of the Smart Set banner, management has determined that its optimum strategy to improve its operating results is to refocus its sales and merchandising efforts by converting approximately 76 Smart Set stores to other company banners and 31 store closures," the company said in a statement. 

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Before the Bell: Stock futures extend gains on robust GDP data

Darcy Keith

The Before the Bell report is constantly updated to reflect the latest news developments and market moves in the premarket. Check back later for updates.

U.S. stock futures have extended early morning gains after the U.S. released a stronger-than-expected second reading on third-quarter gross domestic product. Futures for both the Dow and S&P 500 are up about 0.2 per cent. Gold prices have dipped into negative territory as the U.S. dollar gained strength in the aftermath of the report.

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Monday's analyst upgrades and downgrades

Darcy Keith

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

Both Desjardins Securities and Raymond James slashed their outlook for gold and silver prices today, resulting in a number of rating downgrades and price target cuts for the precious metals equities they cover.

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Before the Bell: Stock futures up, natural gas prices deflate

Darcy Keith

The Before the Bell report is constantly updated to reflect the latest news developments and market moves in the premarket. Check back later for updates.

Wall Street is aiming for more record highs today, as global markets gain more latitude on continued hopes that central bankers will be able to recharge ailing economies in Europe and China.

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Small-cap stocks to watch: Uranium producer reveals plan to conquer debt

Darcy Keith

Inside the Market’s roundup of some of the Canadian small caps making news and on the move today

Paladin Energy Ltd. announced a number of measures to recapitalize the company and address its medium-term funding requirements, which should raise $177-million (U.S.) Following these measures, and other initiatives to be implemented in early 2015, Paladin expects to be fully funded until at least June 2016.

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Week's best web reads: The long nightmare for stock pickers may be ending

Darcy Keith

Inside the Market's weekend roundup of some of last week's best investing reads on the Internet, which are highlighted every morning in our Before the Bell report.

Trends

The long nightmare for stock pickers may be ending.

The latest M&A boom is going to end badly. Also see: M&A valuations are creeping into the danger zone.

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Friday's analyst upgrades and downgrades

Jody White

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

Brookfield Renewable Energy Partners LP’s big push into the Brazilian market should provide a boost to the company’s bottom line, RBC Dominion Securities analyst Nelson Ng said.

On Thursday, Brookfield Renewable announced a deal to acquire a number of renewable energy projects in Brazil. The company will end up owning about 40 per cent of a total 488 megawatts of wind, hydro and biomass power generation.

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Top links: ‘Liquidity monster’ sows seeds of next financial crisis

Scott Barlow

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

FT Alphaville’s enviably brilliant Izabella Kaminska outlines how international bank regulation is sowing the seeds for the next financial crisis. It seems ridiculous to talk about liquidity issues when central banks are frantically pumping money into national economies but there is a distinct problem. Large banks, including Canadian banks, no longer carry large inventories of bonds and equities because of new regulations. In the past, these inventories would support markets during a sell-off. This can’t happen next time,

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Friday’s small-cap stocks to watch

DARCY KEITH

Inside the Market’s roundup of some of the Canadian small caps making news and on the move today. This will be updated through the morning.

Nevsun Resources Ltd. said that a lawsuit has been filed against it in the B.C. Supreme Court by three individuals who claim to have once worked with a local sub-contractor at the Bisha Mine in Eritrea. The lawsuit makes human rights allegations against the company and its local sub-contractor. The company denies the allegations and will vigorously defend itself against this claim.

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Before the Bell: Stocks rally, loonie jumps on inflation data

Darcy Keith

The Before the Bell report is constantly updated to reflect the latest news developments and market moves in the premarket. Check back later for updates.

It's risk-on for equity markets today, as signals from policy makers in both China and Europe that they are serious about propping up sagging economic growth has sparked a fresh round of market optimism. Futures for the S&P 500 are up 0.8 per cent, setting the stage for yet another record breaking day on Wall Street, while the TSX heads for fresh two-month highs. The loonie, meanwhile, jumped more than half a cent on stronger-than-expected domestic inflation data, now trading above 89 cents (U.S.).

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What to buy when interest rate hikes take hold

DAVID BERMAN

Interest rate hikes by the U.S. Federal Reserve will define stock market activity in 2015, eroding valuations, ending double-digit returns and presenting a large obstacle to anyone with dreams of outperforming major indexes, according to a strategy report from Goldman Sachs.

But if you’re okay with 5 per cent gains, then the year ahead won’t look bleak at all.

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Thursday's analyst upgrades and downgrades

Darcy Keith

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

The Canadian telecom sector has seen strong fundamentals over the past several years, despite a challenging economic backdrop, and should continue to produce better revenue growth than U.S. peers over the next few years, said Citibank analysts Kevin Toomey and Michael Rollins.

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Top Links: Corruption a bigger threat than terrorism

SCOTT BARLOW

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

A recent U.S. Senate study accuses Goldman Sachs Group Inc. and JPMorgan Chase & Co. of having acquired the power to manipulate commodity markets.

The New York Times reports the study found “that Goldman Sachs and JPMorgan Chase assumed a role of such significance in the commodities markets that it became possible for the banks to influence the prices that consumers pay while also securing inside information about the markets that could be used by the banks’ own traders.”

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David Milstead

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A business journalist since 1994, David Milstead began writing for The Globe and Mail in 2009. During eight years at the Rocky Mountain News in Denver, Colo., he individually or jointly won nine national awards from SABEW, the Society of American Business Editors and Writers.

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