MWW - Fog of War, Haze of Ceasefire, Mist of Blockade

Some of our long-time readers will recall our notes from 2021–2023, when it felt like every MWW had a single leading character: Inflation. We often apologized for the lack of variety, but at the time, it was the only story markets cared to read....

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MWW - Follow the Earnings, Not the Noise

Last week marked a key inflection point in the first-quarter earnings season, with 181 companies in the S&P 500 and 41 in the TSX reporting results....

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MWW - April's Surprise; Earnings Rise

Yes, It Is Still An Inflationary Recovery And A Bull Market... The events in the Middle East are still ongoing, but equity markets have clearly changed their tune in recent weeks....

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MWW - Stagflation Scare → Earnings Flair

To open with a cliché: A lot can change in a short span of time. No kidding. As April began, markets were grappling with rising stagflation concerns and flirting with correction territory....

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MWW - All Quiet on the (Middle) Eastern Front?

The two-week ceasefire between the U.S., Iran and Israel continues to provide a welcome de-escalation in a conflict that has shaken global markets....

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MWW - See You On The Dark Side of the Truce

Global equities just wrapped up their best week in exactly a year as tensions in the Middle East took a welcomed step back....

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MWW - To the Moon!

North American markets delivered some well deserved gains this week amidst of flurry of headlines that gave investors a glimmer of hope the Iran conflict would soon be over....

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MWW - Corrections: Uncomfortable, Unavoidable, but Always Temporary

North American markets saw a fifth consecutive week of declines, the longest such streak since May 2022....

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MWW - And Just as the World Stopped Caring About EV's...

Global markets were lower on the week on the back of escalating tensions and war in the Middle East. The conflict between the U.S./Israel and Iran represents the biggest challenge for the global oil market since Iraq's invasion of Kuwait in 1990......

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MWW - Tariffs: The Plan, The Courts, The Sequel

Fresh off the Olympics, the markets’ new sport was climbing an ice-wall of worry this week. From the ripple effect of the Supreme Court ruling on IEEPA tariffs; to the latest AIpocalypse fable......

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