Earnings
November 27, 2021 - IAG
New! iA Financial Corp. Q3-2021 Earnings, Price Target Update .....
November 25, 2021 - SLF
Sun Life Financial Inc. Q3-2021 Earnings, Price Target Update .....
November 24, 2021 - GWO
Great-West Lifec Inc. - Q3-2021 Earnings, Price Target Update .....
November 23, 2021 - MFC
Manulife Financial Corp. Q3-2021 Earnings, Price Target Update .....
November 21, 2021 - DIV
Diversified Royalty Corp. Q3-2021 Earnings, Price Target Forecast .....
November 20, 2021 - CHP.UN
Choice Properties REIT - Q3-2021 Earnings, Price Target Update .....
November 19, 2021 - CRR.UN
Crombie REIT - Q3-2021, Earnings , Price Target Update .....
November 18, 2021 - CRT.UN
CT REIT - Q3-2021 Earnings, Price Target Forecast .....
Recommendation Changes
CRR.UN, SRU.UN, BCE, PPL, NTR, more...

Energy in Transition - Earnings: TRP, PPL, KEY, NTR, GEI

This is only a sample of the article, please login to view the entire article

Markets rose under their own momentum last week, despite the US Central Bank announcing a slow-stepped reduction in bond purchases. With the exception of China, all major markets were higher on the week. This was after the US Central Bank released a plan to start tapering with no market tantrum. This is buying more time for continuation of the market uptrend.

The current inflation burst is still perhaps only temporary. The global supply chain disruptions and sharply rebounding demand for most everything causing price increases may prove more permanent. Any plans by the US Central Bank doing more than just slowing up in bond buying, still have a grace period. The ending of this calendar year is likely a reflex point ahead. By then US and European central banking policy may move into the background providing inflation recedes. They may well be kept on the sidelines in "COVID style" given the potential for the challenging energy transition ahead.

Successfully financing the energy shift to a less carbon intensive approach will require trillions of dollars. Slowing inflation would keep capital budgets from ballooning; this would help a lot. The simmering conflict between energy use and climate change is an issue still in early days. This is evident from reviewing corporate reports where plans to reduce the carbon footprint are now commonplace compared to a year ago. The energy transition is becoming the pervasive issue following after COVID. Commentary this week explores the energy transition ahead.

You must be a member to view the entire article, please subscribe or login


Login
Username
Password
New Issues & Acquisition
November 27, 2021
New! Coverage Universe - Weekly Price Change: Nov 19-26, 2021
November 23, 2021
New! Canadian Utilities Ltd(CUC) - 4.75% Fixed Rate Preferred Share New Issue
November 19, 2021
Coverage Universe - Weekly Price Change: Nov 12-19, 2021
November 17, 2021
Morguard REIT- 5.25% Convertible Debenture New Issue
November 17, 2021
Exchange Income Corp. 5.25% Convertible Debenture New Issue
November 16, 2021
Atrium Mortgage Investment Corp. 5% Convertible Debenture New Issue
November 16, 2021
Timbercreek Financial Corp. 5% Convertible Debenture New Issue
November 15, 2021
Slate Office REIT - 5.5% Convertible Debenture New Issue