1. WHAT IS UP
WITH THE
STOCK MARKET
Paul Young CPA CGA
Senior Custom
Success Manager Data
and AI and Business
Strategist
Date: September 2,
2023

2. PAUL YOUNG - BIO
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – ESG and Sustainability Policies and
Reporting
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@outlook.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Senior Customer Success Manager Data and AI
and Business Strategist

3. AGENDA
• Commodities (Key)
• TSX – Canada
• United States Market
• Audit
• Corporate Reporting
• Automation
• Threats of geopolitical risks and events
• Canada and USA scorecards
• New Zealand and Australia
• Asia
• Middle East and Africa
• South America
• Key Blogs
PRESENTATION TITLE 2/11/20XX 3

4. COMMODITIES
PRESENTATION TITLE 2/11/20XX 4

5. CANADA AND STOCK MARKET
PRESENTATION TITLE 2/11/20XX 5

6. UNITED STATES – STOCK MARKET
PRESENTATION TITLE 2/11/20XX 6

7. OECD AND INFLATION

8. OECD AND INFLATION

9. CANADA KPIS

10. CANADA KPIS

11. CANADA KPIS

12. USA KPIS

13. OECD AND GDP GROWTH

14. GDP GROWTH

15. STOCK MARKET /
WORLD
PRESENTATION TITLE 2/11/20XX 15
Markets - October
2021.pdf

16. RECESSION
FEARS
Source – BMO Economic
PRESENTATION TITLE 2/11/20XX 16

17. AUDIT
Blog – A new eye on audit quality using Data and AI - https://www.linkedin.com/pulse/blog-new-eye-
audit-quality-using-data-ai-paul-young/?published=t
2/11/20XX 17

18. CORPORATE REPORTING CHALLENGES
PRESENTATION TITLE 2/11/20XX 18
Here is my work on close, consolidate, and reporting -
https://ibm.box.com/s/i7efp948qvb5l8bt96y8sigsup8yes2u
Here is my work on ESG - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce

19. CRISIS AND EMERGENCY MANAGEMENT
PRESENTATION TITLE 2/11/20XX 19
How Data and AI can help better safeguard assets through better
Emergency and Crisis Management Planning and Reporting
Emergency and Crisis Management planning and reporting are
growing important as both public and private sectors look at
better ways to safeguard their assets. This presentation discusses
how organizations can embrace Industry 4.0, monitoring, Data,
and AI as part of defining their policies and procedures when it
comes to business continuity and disaster planning and
reporting.
My video - https://www.youtube.com/watch?v=vyMy6Fnsbcw
My presentation:
https://ibm.box.com/s/oi8wxfsbwea7xfiiy076ki7qrafirobr

20. AUTOMATION /
BUSINESSES
PRESENTATION TITLE 2/11/20XX 20
Here is my latest look at automation including the use of robots and Robotic Process Automation
https://www.slideshare.net/paulyoungcga/automation-robots-and-machine-learning
Blog – How to ensure structural integrity of buildings using better risk management -
https://ibm.box.com/s/rsp6p9tez8uru9fo0wu5d13bxt7rtrr0
Blog - Cobots lead the future of the global industrial robotics market - https://www.linkedin.com/pulse/blog-cobots-
lead-future-global-industrial-robotics-market-young/?published=t
Blog - Almost all workers will be required to learn new digital skills in the next decade -
By the time we hit 2030, almost all workers in the UK (90 percent) will be required to learn new digital skills to do their
jobs, a new report from CRM provider Salesforce and analyst firm IDC argues.
Blog – How to Reform STEM – Education and Training - https://www.linkedin.com/pulse/how-reform-stem-education-
training-paul-young/?published=t
How to improve job quality - https://www.slideshare.net/paulyoungcga/how-best-to-improve-job-quality-for-canadians

21. ESG REPORTING
PRESENTATION TITLE 2/11/20XX 21
Blog - Materiality Question Dogs SEC’s ESG Disclosure Project -
“When it comes to disclosure, investors have told us what they want,” Gensler tweeted in early August. “It’s now time for the
commission to take the baton.”
However, it would be practically impossible for the SEC to require all the above-listed information in one expansive rule. In
addition, though it might please climate change activists, it would alienate issuers and bring heaps of scorn from the business
lobby. More importantly, though, it could violate a bedrock principle of SEC disclosure mandates: materiality.
Disclosures are material when they are reasonably likely to impact a company’s financial condition or operating performance.
Therefore, they are the most important to investors, to use the definition of the Sustainability Accounting Standards Board.
https://www.cfo.com/regulation/2021/08/materiality-question-dogs-secs-esg-disclosure-project/
Here is my work - https://www.slideshare.net/paulyoungcga/introductory-to-esg-and-sustainability-reportingpptx

22. ESG REPORTING
PRESENTATION TITLE 2/11/20XX 22
Blog – Sustainability and ESG Reporting – How best to Manage the Supply Chain to Achieve Net Zero - https://www.linkedin.com/posts/paul-young-
055632b_4-steps-supply-chain-leaders-can-take-now-activity-7038135133589176320-_CHz?utm_source=share&utm_medium=member_desktop
Supply chain is critical aspect of day to day lives. The supply chain itself has many variables as part of taking the goods out of the ground and then getting
the finished product to market.
Here are key challenges that is facing the supply chain management as part of moving to net zero
1.Map your supply chain
2.Identified strategic suppliers
3.Build collaboration between suppliers and business partners partners
4.Align KPIS to a sustainability set
https://www.gep.com/blog/strategy/net-zero-emissions-supply-chain-sustainability
https://www.edie.net/nine-top-tips-for-making-your-supply-chains-more-sustainable-and-resilient/
Additional Links:
Blog - Sustainability and ESG Reporting - Developing key Policies related to Waste and Pollution - https://www.linkedin.com/posts/paul-young-
055632b_waste-management-critical-for-businesses-activity-7038127159349039104-
66VS?utm_source=share&utm_medium=member_desktop

23. ESG
PRESENTATION TITLE 2/11/20XX 23
Blog – Sustainability and ESG Reporting – How best to be a leader in Resource Stewardship -
https://www.linkedin.com/posts/paul-young-055632b_resource-stewardship-activity-7038124098052382720-
JjNS?utm_source=share&utm_medium=member_desktop
Biodiversity - https://www.linkedin.com/posts/paul-young-055632b_what-is-biodiversity-and-how-does-it-
affect-activity-7038115093066223617-CUHj?utm_source=share&utm_medium=member_desktop
GRI
https://w ww.linkedin.com/posts/paul-young-055632b_data-collection-for-gri-biodiversity-standard-activity-
7037785203137789952-4gxk?utm_source=share&utm_medium=member_desktop
Data Management - https://www.slideshare.net/paulyoungcga/how-to-solve-data-management-isuses-for-
both-the-private-and-public-sectorspptx-257454162
ESG and Sustainability Reporting - https://www.linkedin.com/posts/paul-young-055632b_survey-details-data-
officers-priorities-activity-7035607408462749696-_bXQ?utm_source=share&utm_medium=member_desktop
Supply chain - https://www.slideshare.net/paulyoungcga/supply-chain-and-analyticspptx

24. 9/2/2023 24
I have done work on risk and compliance including discussing regulatory challenges like sustainability -
https://www.slideshare.net/paulyoungcga/strengthen-internal-controls-and-compliance-through-data-and-ai-as-part-
of-the-regulatory-and-corporate-reporting-cyclepptx

25. 9/2/2023 25
Autonomous finance is a data-driven or algorithm-driven process that employs software to automate financial operations
and management.
Source - https://learn.g2.com/autonomous-finance
Key Stats
Consider the following statistics:
 89% of financial services leaders believe that the first financial services companies to deploy autonomous finance will
carve out a large competitive advantage.
 60% of financial institutions believe that autonomous finance enhances personalisation capabilities, which improves
their customer experience (CX).
 As things stand, over 50% of the following finance and accounting activities are mostly or partially automated:
processing of transactions, procurement, preparation of financial reports, and planning/forecasts, etc.
Source - https://www.receeve.com/blog/autonomous-finance-drives-collections-success or Blog – What is Autonomous
Finance - https://www.linkedin.com/pulse/blog-what-autonomous-finance-paul-young

26. GEOPOLITICAL RISKS
PRESENTATION TITLE 2/11/20XX 26
Blog – How best to manage Geopolitical Events as part of Safeguarding Assets.
Geopolitical risks are nothing new for the public and private sectors as geopolitical risks have been around for
decades. AI and Data can be used as part of mitigating geopolitical risks for both the public and private sectors.
https://www.slideshare.net/paulyoungcga/how-to-mitigate-geopolitical-risks-as-part-of-safeguarding-your-assets
1. Troop withdrawal from Afghanistan
2. Water shortages
3. Political stability
4. Rise of Cybersecurity attacks
5. Mitigating against future pandemics
6. Rise of inflation
7. Supply chain disruption
8. Iran elections
9. Adjusting to the new normal
10.Ukraine invasion by Russia
11.Development of natural resources in a sustainable way

27. WORKING WITH WEATHER SERVICES AND
ANALYTICS
PRESENTATION TITLE 2/11/20XX 27
Blog - Safeguarding Assets through use of Weather Analytics and Vegetation Management
Solutions - ESG and Climate Change - https://www.linkedin.com/posts/paul-young-
055632b_vegetation- TQfV?utm_source=share&utm_medium=member_desktop
https://www.ibm.com/products/environmental-intelligence-suite/vegetation-management
This is a great opportunity for the utility sector to re-look at their asset management through
using vegetation and weather management solutions. Mitigation of risk from climate is
becoming a key focus area for the utility sector.
https://www.slideshare.net/paulyoungcga/electricity-analysis-canada-and-the-oecd-february-
2023pptx

28. CLOSE, CONSOLIDATE, AND REPORTING
CYCLE
PRESENTATION TITLE 2/11/20XX 28
Blog – How to streamline the Close Consolidate and Reporting Cycle - https://www.linkedin.com/posts/paul-
young-055632b_how-to-streamline-the-close-consolidate-and-activity-7103030891395907584-
Ne_W?utm_source=share&utm_medium=member_desktop
Video: https://youtu.be/wwiqdRGQZ-E?si=7s9UrPmTsHBkJGYE
The time to close the monthly, quarterly, and year-end cycle has been concern to organizations due to
complexity and volume data to complete to process. This presentation and video discuss how organizations can
streamline the close, consolidate, and reporting cycle through modernized data management strategy including
the leveraging of business analytical tools. Presentation Link: https://www.slideshare.net/paulyoungcga/how-
to-streamline-the-close-consolidate-and-reporting-cyclepptx

29. AUSTRALIA AND NEW ZEALAND
PRESENTATION TITLE 2/11/20XX 29
The S&P/ASX 200 closed 27 points lower, down -0.37%.
The Index finished the week up 2.3%, Energy stocks including uranium, coal and oil bucked the trend on Friday, China's manufacturing PMI
unexpectedly picks up in August, things are starting to look up for markets (amid the seasonally worst performing month that is September)
and Citi's take on China.
The ASX 200 finished lower and snapped a four-day winning streak after a weak lead from Wall Street. Sector performance was
largely in-line with US markets, with Defensives such as Healthcare, Utilities and Real Estate leading to the downside. After such a V-
shaped move from last week's lows, you can't complain about a little bit of weakness!
Policy momentum in China is seeing strength carry over to our Resource sector.
•Woodside (+1.6%) is trading near all-time highs (on a dividend adjusted basis)
•Rio Tinto (+1.2%) rose for sixth straight session
•BHP (-0.3%) recovered from session lows of -1.4%
•Sandfire Resources (+2.1%) closed near a four month high
Economy
New borrower-accepted finance for housing in Australia fell 1.2% month-on-month in July to $24.2 bn.
•Loans for housing is down 14.1% year-on-year to levels not seen since November 2020
•The value of external refinancing rose 5.4% month-on-month to a record high of $21.5bn
China’s Caixin Manufacturing PMI rose to 51 in August from 49.2 in July.
•Well-above analyst expectations of a rise to 49.3
•The Caixin surveys around 650 private and state-owned manufacturers as opposed to the official NBS PMI which surveys 3,200 companies across
China

30. GDP PER CAPITA
PRESENTATION TITLE 2/11/20XX 30

31. CHINA GDP
PRESENTATION TITLE 2/11/20XX 31

32. AUSTRALIA GDP
PRESENTATION TITLE 2/11/20XX 32
WestpacCoasttoCoas
t2021December.pdf

33. MIDDLE EAST AND
AFRICA
Source - https://www.mappr.co/thematic-maps/richest-arab-
countries/
PRESENTATION TITLE 2/11/20XX 33

34. LATIN AMERICA
PRESENTATION TITLE 2/11/20XX 34

35. EMEA
GROWTH
• Source -
https://www.reuters.com/world/eu
rope/euro-zone-rebounds-
strongly-inflation-above-ecb-
target-2021-07-30/
PRESENTATION TITLE 2/11/20XX 35

36. SOUTH AMERICA
PRESENTATION TITLE 2/11/20XX 36
Latin America’s economies held up well last year despite the shocks from Russia’s invasion of Ukraine
and global interest rate hikes. In 2022, the region’s economy expanded by nearly 4 percent,
employment recovered strongly, and the service sector rebounded from the damage caused by the
pandemic.
Inflationary pressures are receding in many countries due to the early and determined efforts of central
banks as well as lower global prices of food and energy. However, core inflation (that is, excluding food
and energy), remains high at around 8 percent in Brazil, Mexico, and Chile (and somewhat higher in
Colombia but lower in Peru).

37. 1. Blog - Data Breaches Cost Companies $4.24M Per Incident On Average https://www.cfo.com/cyber-security-technology/2021/07/data-breaches-cost-companies-4-24m-per-incident-on-
average/ I have done many blogs on data privacy, protection, security, and data governance: https://www.linkedin.com/posts/paul-young-055632b_what-is-data-fabric-activity-
6826126720932941824-08Zb
2. SEC may require climate risk disclosures in expanded 10-Ks: Gensler -
https://www.linkedin.com/feed/update/urn:li:ugcPost:6826481598666567681?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28*%2Curn%3Ali%3AugcPost%3A682648159866656
7681%29
3. Blog – What is new for regulatory reporting and the accounting standards - https://ibm.box.com/s/x973uioy6ozwkzw7yvqaa07wdldp8gld
4. Blog – Insurance and Climate Change - https://www.linkedin.com/posts/paul-young-055632b_how-do-you-insure-yourself-against-climate-activity-6823919255478792192-Zq7f
5. Blog - Top 8 Supply Chain Technology Trends for 2021 - https://www.linkedin.com/posts/paul-young-055632b_top-8-supply-chain-technology-trends-for-activity-
6826091811476516864-dvAx
1. Hyperautomation
2. Digital Supply Chain Twin (DSCT)
3. Immersive Experience and Applications
4. Edge Ecosystems
5. Supply Chain Security
6. Environmental Social Governance (ESG)
7. Embedded AI and Analytics
8. Augmented Data Intelligence
6. Blog - Cyber Attackers Could Weaponize Operational Tech to Harm Humans - Companies can reduce risk by implementing a security control framework.
https://www.mhlnews.com/global-supply-chain/article/21170603/cyber-attackers-could-weaponize-operational-tech-to-harm-
humans?utm_source=IY+IW+QM+News&utm_medium=email&utm_campaign=CPS210723103&o_eid=7930I4506489J2B&rdx.ident=%5Bobject+Object%5D&oly_enc_id=7930I45064
89J2B
1. Blog - Improving cybersecurity means understanding how cyberattacks affect both governments and civilians - https://www.linkedin.com/pulse/blog-improving-cybersecurity-
means-understanding-how-paul-young/?published=t
PRESENTATION TITLE 2/11/20XX 37

38. SUMMARY
• Summary
• Concerns over housing debt and affordable
housing are driving down markets
• Access to critical metals has become a
growing concerns for countries trying to shift to
cleaner economic policies
• Lack of focus on systemic issues with inflation
• Supply chain disruptions continue to plague
global supply chains
• High inflation is challenge for global central
banks
• Threat of recession continues to rise each
week
• Bear market could lead to issues with pension
solvency
PRESENTATION TITLE 2/11/20XX 38
Blog – Stock Market Analysis for the WE September 1 2023
Summary:
The S&P 500 rose 8.11 points, or 0.2%, to 4,515.77.
The Dow Jones Industrial Average rose 115.80 points, or 0.3%, to 34,837.71.
The Nasdaq composite fell 3.15 points, less than 0.1%, to 14,031.81.
The Russell 2000 index of smaller companies rose 21.15 points, or 1.1%, to 1,920.83
Source - https://qz.com/how-major-us-stock-indexes-fared-friday-9-1-2023-1850797869
Additional links and sources:
1. Lithium - https://agmetalminer
.com/2023/09/01/chinas-lithium-battery-materials/ or
https://www.mining.com/us-inflation-reduction-act-impact-report-lays-bare-critical-mineral-
supply-fault-lines/
2. Oil Production - https://ca.news.yahoo.com/saudi-crude-oil-exports-plummet-111523835.html
3. Natural Gas / LNG - https://energynow.ca/2023/09/lng-is-a-world-energy-solution-but-does-
ottawa-get-it-stewart-muir/ or https://www.witf.org/2023/09/01/rule-allowing-rail-shipments-
of-lng-will-be-put-on-hold-to-allow-more-study-of-safety-concerns/ or
https://www.fxempire.com/forecasts/article/natural-gas-prices-forecast-heightened-volatility-
amid-weather-extremes-to-labor-strife-1371769
4. Critical metals - https://www.canadianminingjournal.com/featured-article/sustainably-and-fast-
tracking-critical-minerals-to-market/
5. Agriculture / Food - https://www.agweek.com/business/markets/volatility-remains-high-crop-
production-concerns-persist-in-market
6. Steel Production - https://www.autonews.com/suppliers/sale-us-steel-could-create-near-
monopoly-ultrathin-steel
7. Forestry - https://www.digitaljournal.com/pr/news/newsmantraa/rising-concerns-drive-growth-
in-forest-wildfire-detection-system-market-forecast-to-2030-continental-indra-paratronic or
https://www.theglobeandmail.com/investing/markets/stocks/IFP-T/pressreleases/19919516/
8. Affordability - https://www
.morningstar
.com/news/marketwatch/20230901854/housing-
affordability-is-now-at-its-worst-level-since-1984-black-knight-says or
https://dailyhive.com/canada/canadian-mayor-cant-afford-home
9. T
op geopolitical risks and threats - https://worldview.stratfor
.com/
10. T
op technologies – https://vegibit.com/10-emerging-technologies-to-watch-in-2024/
11. Inflation - https://www.thehindubusinessline.com/multimedia/audio/threat-posed-by-high-
global-inflation-lessons-from-history/article67260170.ece