Three months after the eruption of hostilities in the Middle East, the most frequent question we get is, “Why are capital markets doing so well?” Year to date, the S&P/TSX and S&P 500 are up ......
Well, we’re not sure if this is the end of the conflict with Iran, and we’re definitely not sure that this ends well. But equity markets are in no mood for such trifling details, not with the tidal wave of spending on AI rolling on......
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....
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....
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....
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....
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....
Global equities just wrapped up their best week in exactly a year as tensions in the Middle East took a welcomed step back....
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....
North American markets saw a fifth consecutive week of declines, the longest such streak since May 2022....