No Eggs Laid This Quarter...

The curtain closed on a historic first quarter for North American benchmarks. The S&P 500 was flat Thursday as it wrapped up its best first-quarter performance in five years. For the quarter, the S&P 500 was up 10%......

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Took Almost Two Years, But...

We hinted at it in our last edition two weeks ago and this week it became a reality. After the S&P 500 notched its 20th new high of 2024 on Thursday, Canada’s overlooked TSX jumped on the global bandwagon this week and traded in record territory......

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Happy International Women's Day!

Central banks continue to preach patience on the prospect of rate cuts, albeit while also dangling tantalizing hints that it may be only a matter of time. The February jobs data mostly delivered the same message, with both the U.S. and Canada......

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Race To the Bottom, And We Are Not Talking About the Canucks.

Another week. Another week of record gains for most major North American benchmarks. The S&P 500 has rallied sharply in recent days on the heels of some extremely impressive earnings results from several high-profile names and is now sitting......

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Not Since Harry Met Sally…

Global Equities continued their unrelenting march to new highs this week with major benchmarks now higher six of the last seven weeks. Perhaps most topical for markets (outside of Nvidia) was Japan’s Nikkei stock index which finally surpassed......

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We'll Take More Random Holidays, Please.

It was a volatile, but positive week for North American markets as investors aggressively sold off a stronger-than-expected US CPI Inflation report on Tuesday. Despite Tuesday being the worst day for the market in almost a year......

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S&P 4,999.89 Doesn't Quite Have the Same Ring...

Stocks have rallied sharply the last 3-4 months. In fact, the S&P 500 hit a new record of 4,999.89 in Wednesday trading – a mere 0.0002% away from the 5000 level. Directionally, we think the market has this right, with the recent rally powered......

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New All. Time. Highs...

Market wrapped up yet another week of gains that saw some major US indices hit new all-time-highs. This despite the US Federal Reserves’ inference that a March rate cut is not their base-case-scenario......

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Goldilocks and the Federal Reserve

US Markets finish off another winning week, fueling calls that a new bull market has already begun. Despite muted performance today, the S&P 500 has climbed for the past six sessions and closed at a record high for five straight trading days......

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Start Strong. Stay Strong. Finish Strong.

Weakness in US stocks during the first few days of January raised some concerns for investors but on Friday the S&P500 rose to an all-time high. This momentum comes on the back of the longest winning streak for US stocks in 20 years.....

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