Trade wars could create market volatility, but they are not enough to trigger a bear market. Focus on fundamentals and avoid the noise....
More sectors are starting to outperform the broad market in US. That is good....
Only Technology and Financial Services (beyond banks) are winning in Canada right now....
While all eyes are on Trump and the stock market, commodities have quietly started to outperform stocks....
If the bond market is not worried, the equity market will likely carry on....
The market has been overdue for a pullback of some sort. At this point, it should be treated as a short-term correction within a longer-term bull market....
Big Trend to Watch for in 2025 – Possible Outperformance of Canadian Stocks vs US Counterparts....
Despite all theatrics and drama, the Canadian dollar held its ground against Trump during his first term (CAD went up). I don’t see it being much different this time around....
Stay invested until the market changes direction....
We expect 2025 to be a good year for stocks....