JRL Private Wealth

JRL Private Wealth

por Chris Vanhooren

Historical Data during Oil and War shortages

Historical Data during Oil and War shortages

Charting Disruption Global X report

Global X disruption paper, touches on a lot of what we do but with more stats

Jurrien and REIT's

Canadian REIT's and Jurrien

Empty Oil Reserves and Global inflation signals

Oil reserve drops and inflation signals

This week in Canada

This week in Canada

Morgan Stanley Robotics Outlook

Morgan Stanley did a major deep dive on their belief of the future of robotics.

This week in Canada (see notes)

Canada chose Germany's TKMS for its up to 12 submarines order. 8 counties commit to support the new Defence, Security and Resilience Bank: Albania, Belgium, Greece, Latvia, Luxembourg, Romania, Turkey, Ukraine. Canada and Saudi Arabia sign 13 new commercial agreements and MOUs worth over $1B. US introducing legislation, CANADA Act, to investigate Canadian provinces who not purchasing US alcohol. Alberta and Ontario proposed a pipeline from Alberta to Ontario's refineries in the SW. Meta will build a $13B, 1 gigawatt facility in Alberta. Lumber production was down 9.7% y/y in April. Merchandise exports increased by 0.9% in May to $77.1B. Merchandise trade surplus grew from $3.4B in April to $4.2B in May. Exports of metal ores and non-metallic minerals grew by 16.1%. Exports of diamonds & other non-metallic minerals grew by 37%. Exports of unwrought aluminum and aluminum alloys grew by 50.7%. Imports of basic and semi finished iron or steel products declined 22.7%. Imports metal and non-metallic products fell 18.2%. Exports to the US grew for the 4th consecutive month while exports to all other countries decreased for the second month. In May. Retail sales reach $73.5B in April. 3.2% y/y increase. Manufacturing PMI increased from 52.9 to 53. Third consecutive expansion. Building permits declined 1.7% in May. Ontario's consumer insolvency in May had the second highest insolvency filing for May on record. 42% of Canadian manufacturing companies are considering moving to the US according to KPMG survey. 77% expect to make that transition within the next 2 years. Employment grew by 18k jobs in June led by accommodations and food services. * Manufacturing lost 17k jobs.

China CPI report July 9th

China CPI report, July 9th

Bond Yields

Understanding South Korea and Taiwan

Taiwan and South Korea

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