The You First Blog

Last week, we presented our Q2 2020 – Frequently Asked Questions (FAQ) blog post. Today, we would like to present the first half 2020 market update with some charts of interest. 1. 2020 Equity returns year-to-date The first half the year saw a continuation of market increases until late-February, when COVID-related fears took hold of… Read More

We hope everyone remains healthy and well. We would like to answer some frequently asked questions (FAQ) on the current state of markets and the global economy. We culled responses from various economic strategists and portfolio managers. As usual, we are dealing with a mix of positive and negative data and ultimately, “the virus has… Read More

“Ultimately we know deeply that the other side of every fear is a freedom” – Marilyn Ferguson U.S. Fed, Bank of Canada Announce “Emergency” Rate Cuts of 50 Basis-Points It was an up-and-down, volatile week in North American markets on the heels of last week’s steep declines. Markets rallied on Monday on the prospect of… Read More

The last decade was very rewarding for investors and at almost 11 years, we are still in the midst of the longest U.S. bull market ever. However, most major economies are exhibiting late-cycle signs and are posting lower GDP growth. This stage precedes a recession and is typically characterized by economic activity that is still positive but slowing. Interest… Read More

“Unemployment is an integral part of the normal capitalist system” – Michael Kalecki U.S. Unemployment falls to 50-Year Low, Easing U.S. Recession Worries Market volatility on the heels of impeachment proceedings news pushed markets lower for the week. However, investors were buoyed by the U.S. unemployment report, which showed unemployment fell to a 50-Year low,… Read More