Weekly Market Commentary

What a difference a couple days can make…. Two weeks ago markets were in freefall following the worst 2-day stretch since covid. Now, markets are once again flirting with all-time-highs......

Escalator up, elevator down. This old trading cliche aptly describes recent stock market action in our view......

Equity markets continued the rotation that began earlier this month, with small-cap stocks and value and cyclical sectors all outperforming mega-cap technology and growth sectors......

It was another week of volatility as the rotation trade out of mega-cap technology and into almost everything else continued to unfold......

It was an interesting week for North American markets which witnessed record highs, but also a 5-7% correction in a matter of days. It’s been no secret the lions share of market gains have been centered in a handful of mega-cap stocks this year......

It was yet another week of record gains for major US indexes and Canada’s S&P TSX finally joined in on the party following a 3-month absence. Moving markets this week was lower-than-expected US inflation data for the month of June......

North American markets were higher on the week as investors took profit on the high-flying semiconductor trade and moved funds elsewhere. A welcome sign for market participants was a broadening out of the rally this week......

Another mixed week for North American indexes as our neighbours to the South enjoyed new highs in the S&P500 and NASDAQ, while other major indexes were lower......

US markets cooled off Friday as investors looked to lock in gains after the benchmark S&P 500 and Nasdaq posted four straight days of record closes. Tech giants have been at the forefront of these gains and despite the consecutive new highs......

The majority of North American benchmarks hit record highs this week as central banks around the world officially kicked off their rate cutting campaign......