Let's Go Jays!

Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear. The bad news......

Read more

The Pause That Refreshes: Markets Take Five, Fundamentals Take Over?

After almost nine weeks of consecutive gains and all-time highs, we finally saw a week where markets took a long-overdue breather. Nothing in particular led to the week where major indexes were roughly 1% in the red......

Read more

Don't Fight The Fed; Round Deux.

Well, our comment several weeks ago that “rates to fall, in fall” was somewhat correct. This week (still technically summer), we had both the Bank of Canada and US Federal Reserve lower their key overnight rate by 25bps......

Read more

Cue The Rate Cutting Campaign

Yes. It was yet another week of record highs for North American benchmarks with Canada’s TSX adding to its lead over our counterparts to the South......

Read more

Football is Back; We Can Stop Focusing on Politics Now.

August’s heatwave extended to global equity markets. Good news outweighed bad and even negatives were spun into positives. However, if we are counting headlines, negatives dominated the month......

Read more

Goodbye Summer; Hello Pumpkin Spice World.

As we begrudgingly say goodbye to the final week of summer, we thought it would be helpful to highlight some key observations and trends in the market that we have been discussing with clients or that we believe have been flying under the radar......

Read more

So Much For the Dog Dayz.

It was setting up to be a week of divergence for North American benchmarks with Canada’s TSX hitting new all-time-highs throughout the week while our counterparts to South put together a 5-day losing streak that saw major indices retrace......

Read more

On the Edge of Easing

Summer may be drawing closer to its end, but economic data and corporate earnings kept investors fully engaged this week. The buy-the-dip narrative was in full effect as markets bounced following last week’s weaker than expected data......

Read more

Rates to Fall. In Fall?

Summer temperatures are heating up, and so was the stock market until Friday’s US jobs report and new tariff announcements hit the pause button on a 4-month stock market rally......

Read more

All Quiet On The Crazy Train

It was yet another week of gains for North American markets, which have basically been higher every single week since the early April lows......

Read more