Weekly Market Commentary

North American markets were in the red this week as investors continued to sell the AI theme and all its proxies. In recent weeks we have been talking about the seasonality headwind that September and October have historically provided......

Happy Anniversary! Not words we have used to open our weekly comment before, but alas, there is a first time for everything. This week marks the fourth anniversary of the current bull market, which began on October 12, 2022....

This scribe is back into the regular swing of things following two weeks of vacation, but the markets didn’t get the memo. The last few weeks have seen long-term bond yields reach multidecade highs, diesel prices have climbed to record levels......

As we say goodbye to summer and welcome the looming fall season, all eyes are squarely back to Central Banks. With the US Federal Reserve's September 16 policy decision due next week, investors are facing a surprisingly familiar question......

After a strong earnings season helped lift North American equity markets to record highs in early August, stocks finished the last week of August on an positive note despite the bond market moving to centre stage....

It was a record week for North American benchmarks as equity markets rallied on the back of a very strong earnings season. The rally was broad based compared to the gains we saw in June, which were largely centered in the semi-conductor trade....

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....