The Daily – June 13th, 2014

June 13th, 2014 Daily Market Commentary   ECONOMIC NEWS The Producer Price Index in the U.S. was reportedly down 0.2% and up 2% in month-over-month and year-over-year terms, respectively. The Producer Price Index except food and energy in the U.S. was reportedly down 0.1% and…

Iraq, Oil & The ISIS

  Today, our team entered the office elated that the World Cup kick off was just hours away. However, our morning took a more ominous turn as we began discussing the recent violent outbreaks in the northern regions of Iraq.  Oil prices have quickly jumped…

The Daily – June 11th, 2014

June 11th, 2014 Daily Market Commentary   ECONOMIC NEWS MBA Mortgage Applications were reportedly up 10.3% in the U.S. The Unemployment Rate in Great Britain was reported at 6.6%, below estimates of 6.7%. Average earnings excluding bonus in Great Britain was reportedly up 0.9%, below…

2014 Election Preview: PCs

Ontarians across the province will have a difficult choice to make on Thursday. Yesterday, we outlined the platform of the incumbent Liberal Party of Ontario led by current premier Kathleen Wynne. Today we will outline the platform of their main opposition: the Progressive Conservatives led…

The Daily – June 10th, 2014

June 10th, 2014 Daily Market Commentary   ECONOMIC NEWS The NFIB Business Optimism Index in the U.S. for May was reported at 96.6, slightly above estimates. The Redbook Index, which measures same-store sales growth for general merchandisers in the U.S., was reportedly down 1.8% and…

2014 Election Preview: Liberals

Ah yes, it is that time of year again. Only during the election season can the beautiful, frenetic action of the Stanley Cup Finals be interrupted with two minutes of slanderous and vicious political attack ads. This Thursday, voters across the province will take to…

The Daily – June 9th 2014

June 9th 2014 Daily Market Commentary   ECONOMIC NEWS Housing Starts in Canada were reported at 198.3K, above estimates of 185K. A Sentix Survey of investor confidence in the Eurozone was reported at 8.5, below estimates of 13.2. The Consumer Confidence index in Japan was…

Digital Disruption & The Future

In case you missed it, our last blog post outlined some powerful insights obtained from Mary Meeker’s annual Internet Trends report. Her underlying thesis suggested that Western Markets are at a saturation point for Internet adoption. However, this is an overwhelmingly positive development – not…

The Internet & The Advertising Calculus

  Few technologies have changed the world as profoundly and as quickly as the Internet. In just over two decades, the Internet has evolved from a small, government sponsored network into a global network with billions of users. It has made information accessible to the…

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