Henri Miller - Scotiabank Financial Planner

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Crafting Your Retirement Income Masterplan dynamic.ca

USMCA aka NAFTA 2.0 makes me so excited for a north American re-industrialization. Trade talks continue but the trend is there.

Are you positioned for this in your investment portfolio? If not ask me how.

U.S. trade envoy presses Canada on digital services tax, home shopping obligations theglobeandmail.com

The Mexican manufacturing story continues to snowball. With locally made goods, the rail networks should benefit from increased domestic transport demand.

Ask me how to position your portfolio to take part in this new growth story as we see a new supply chain build out this decade.

Canadian Pacific Kansas City unveils plans for new rail network theglobeandmail.com

Chinese government support is back for assets in China.

Will we see these type of polices move across to the west with easing coming back into markets?

Only time will tell.

Asia markets mixed as China vows support for ailing property market www.cnbc.com

Wonderful news and progress is made however many indicators still to watch as the summer progresses.

Do you think we will hit 2% inflation this year?

Interest rate pause, hike or cut incoming?

Love to hear your opinion.

Canada’s annual inflation rate slowed to 2.8% in June on lower gas prices theglobeandmail.com

Will the Microsoft deal close is the question at hand as the new Blizzard game sees success.

Wish I had time to play but the new Diablo looks amazing.

Are you a gamer? What are you playing right now?

Activision Blizzard’s Diablo IV Saw 350 Million Gameplay Hours in Two Weeks bnnbloomberg.ca

Highly interesting to see this as counter to the inflation narrative in the West.

Will these deflationary pressures travel globally and result in rate pauses or even cuts.

Would this be bullish bonds with duration and growth equities?

What are your thoughts on this?

China’s deflation pressure builds as consumer prices fall at fastest pace in over seven years in June theglobeandmail.com

PMI decline in China, Euro and now Canada. USA is slowing also but not quite as bad.

Is this a mean reversion back to a trend line set in 2016-2019 or an actual decline?

Did the markets price in this PMI decline last October with a market bottom by looking forward 9 months or will we retest lows?

Any slow down should be good for inflation data which could lead to rate cuts eventually and thus favor bonds with duration.

Only time will tell, but I believe cash flowing pay cheque portfolios will ride out any volatility by paying you every month an income to use or compound during sale periods.

If you would like to learn more please reach out and see if a pay cheque portfolio is right for you.

Canada’s Ivey PMI falls to three-month low in May theglobeandmail.com

Nice inflation print this morning from Canada but even our food prices seem sticky.

Seems both the Brits and Canadians need to consider starting a garden.

During WW2 millions of Brits started Victory Gardens to help feed the nation. Perhaps it is time for this idea to return to get inflation down and hopefully interest rates!

Are you growing a garden this summer? Would love to hear your thoughts.

Britons Flock to Discount Grocers as Food Inflation Persists bnnbloomberg.ca

Why is China cutting rates when the rest of the world seems to be on a hiking cycle?

Is China looking forward and the West is using rearview mirror data?

Or perhaps this is this specific to China and their real estate market, systemic debt load, demographic issue and strained global relations?

Time will tell but worth watching PMI data for manufacturing and services incoming this summer.

China cuts rates as economy fears rise bostonglobe.com