Earnings
July 21, 2018 - POW
New! Power Corporation of Canada Q1-2018 Earnings and Price Target .....
July 19, 2018 - GWO
New! Great-West Lifeco Inc. Q1-2018 Earnings & Price Target .....
July 18, 2018 - SLF
Sun Life Financial Inc. Q1-2018 Earings & Price Target .....
July 17, 2018 - MFC
Manulife Financial Corp. Q1-2018 Earnings Update .....
July 15, 2018 - MRG.UN
Morguard North American Residential REIT. Q1-2018 Earnings Update .....
July 14, 2018 - MRT.UN
Morguard REIT Q1-2018 Earnings Update .....
July 13, 2018 - AGF.B
AGF Management Ltd - Q2-2018 Earnings & Price Target Update .....
July 11, 2018 - CIX
CI Financial Inc. Q1-2018 Earnings & Price Target .....
Recommendation Changes
T, ACR.UN, CUF.UN, BLX, EMA, more...

Reprieve from Bond Market – Earnings: CRT, CAR, ACR, CUF, MSI

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Fears of an escalating trade war on a global scale are encouraging capital to move for safety. Demand for government bonds and shares paying secure dividends is pushing prices higher and yields lower, marking another weak of declining interest rates. Lower interest rates, with very few exceptions are positive for yield focused investors. Share prices also depend on earnings as well as the level of interest rates, and react to both.

Since trade wars are expected to be negative for earnings, this and the flight to safety are pushing the level of interest rates lower. Earnings growth could deteriorate from extra tariff costs tacked onto operating expenses. If a business can pass these costs along, this will attract the inflation hawks at central banks.

Yet in a world where full employment has not translated into wage growth, the outcome of the trade war could be different than presumed. Consider that earnings will not suffer as much as anticipated once all the disorientation to supply chains from tariffs settles down. Disruption provides opportunity; the inventiveness in business seems to find ways to compete. It will be a patchwork of winners and losers.

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