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......

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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......

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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......

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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......

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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......

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Pop Quiz: Avg Bull Market is How Long?

Markets continued their march into record territory this week buoyed by fresh economic data reports along with a slew of corporate earnings releases. Quarterly earnings reports released this week have exceeded Wall Street’s expectations......

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Happy Canada Day!

North American markets were higher on the week with new all-time-highs hit south of the border for the first time since February as we had a de-escalation of the situation in the Middle East and a White House that said......

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The Fed's Balancing Act

North American markets were basically flat on the week, but easily within reach of new all-time-highs. All this despite the ongoing conflict in the Middle East. The initial market reaction to the event last Friday......

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TSX; Eh-Okay.

The TSX saw another week of record highs despite ongoing uncertainty over the economic fallout from the trade war. In fact, since the start of November (just before the U.S. election), the TSX has outperformed both the S&P 500 and the EAFE index......

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May Trade Note.

Global economy – slowing, not cratering. While front-running in US imports benefitted economies outside the US in Q1, a pull-forward in consumption ahead of tariffs may be temporarily boosting US growth in Q2......

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