Weekly Market Commentary

After a near 11% rally this year, the S&P 500 took a breather this week, down over 1%. The Canadian TSX was also down modestly for the week in local currency terms. Underneath the surface, U.S. markets are seeing more rotation, both among sectors......

If investors needed a reminder of what's driving markets in 2026, the opening weeks of July delivered one. While renewed tensions in the Middle East briefly pushed oil prices higher and generated headlines, equity markets largely looked through ......

The first half of 2026 has tested investors' resolve. Ongoing geopolitical tensions, volatility in energy markets, and uncertainty surrounding monetary policy have all contributed to a challenging backdrop. Yet despite these obstacles, both the U.S....

It was a mixed week for North American benchmarks as investors sold the high-flying semi conductor stock and rotated into other areas of the market. Breadth on the week was position, which is encouraging, but indexes were trading with elevated...

North American markets gave up some gains this week on the back of weakness in mega cap technology names. We didn’t get around to it in our market comment last week, but we had the first Federal Open Market Committee's (FOMC) ......

North American markets resumed to their winning ways on the back of what might actually be an end to the ongoing issues in the Middle East. It was a case of energy down and stocks higher with the price of Crude Oil plummeting ~$20 on the news of...

Equity markets struggled over the past week, as volatility picked up following a stronger-than-expected U.S. employment report. Although geopolitical tensions in the Middle East escalated, oil prices ended the week little changed, suggesting markets...

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......