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Market Review – May 2021

In this month’s market review, our Chief Options Specialist, Jason Ayres, reflects on the May market conditions. Now that we are halfway through the year, let’s look back at a few events that shaped the market

  • Biden won the election and inventors believed that administration would do what it takes to help the economic recovery.
  • The market extended its rally accordingly.
  • Volatility within the sectors of the broader market resulted in a rotation away from higher-value technology stocks to stocks with more sensible valuations whose prospects will improve all the economy reopens.
  • By the end of quarter, the S&P 500 Index has outpaced the tech-heavy NASDAQ, the first time since the forth quarter of 2018.
  • At the moment, markets seem unconcerned with the long-term effect of rapidly rising government debt levels on both sides of the border.
  • The word of the day is TRANSITORY. Expectations suggest short-term inflation bumps relating to supply chain disruptions will be short lived.
  • Bond and currency markets have had a different take on matters. Bonds ended the quarter lower year-to-date.
  • The strong Canadian dollar is a result of the increase in crude oil and other commodity prices, as well as a more hawkish Bank of Canada.
George Karpouzis

George Karpouzis is the co-founder of Learn-to-Trade and has been personally providing education and mentoring to over 3000 members since 1999. George has been trading in the stocks, options, futures and forex markets using technical analysis since 1986. With the help of advancements in trading technology the Learn To Trade program is now accessible worldwide. His background and passion for teaching brings an invaluable asset to our members. George is constantly striving to improve the program content and develop new strategic relationships for the benefit of the members.

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