Michael

p6

TSX Holds Near Record Highs Heading Into a Volatile Week of Oil Shocks and Central Bank Decisions

Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The S&P/TSX Composite enters this week sitting close to record territory, having closed Friday at 35,305, up 0.3% on the session and supported by a stronger-than-expected June jobs report. That strength, however,…

Read More
AI tech stocks in Canada

AI Infrastructure Bets Reshape Canada’s Growth Stock Landscape

Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth investing in Canada has increasingly become synonymous with artificial intelligence infrastructure this year, even as U.S. technology and chip stocks have shown notable volatility. Concerns that AI-related spending may not translate…

Read More
semicon

Canada’s $140 Billion Oil Engine: How Suncor, CNQ, and Enbridge Are Positioned for the Second Half of 2026

Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s energy sector sits at a structural inflection point as the second half of 2026 begins. The Canada Energy Regulator’s data confirms that Canadian crude oil and equivalent production averaged a record…

Read More
gemini generated image 1sb09w1sb09w1sb0

Record TSX, Resilient GDP, Soft U.S. Jobs: Canada’s Economic Narrative Is Finally Turning Constructive

Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Something notable happened to Canada’s economic story over the past ten days. The combination of a stronger-than-expected April GDP rebound, a May advance estimate confirming continued expansion, a dramatic U.S. jobs miss…

Read More
×