Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Small and mid-cap Canadian energy names spent the past several weeks riding a genuinely dramatic oil price rally tied to the widening U.S.-Iran conflict. That tailwind reversed sharply this week as the…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Global markets enter this week on notably firmer footing after a genuinely volatile stretch that saw oil surge nearly 40% this month as conflict spread from the Strait of Hormuz to the…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Global markets absorbed a genuinely significant shock Thursday, as two largely unrelated developments, a geographic widening of the Middle East conflict and disappointing spending signals from major technology companies, combined to push…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth stock investors faced a genuine reckoning this week as the first two “Magnificent Seven” companies to report second-quarter earnings, Tesla and Alphabet, delivered results that reignited concerns about the pace and…
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 entered Thursday having touched a fresh all-time high of 35,485 just a day earlier, extending a strong run through much of July. That momentum reversed sharply as two distinct…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian dividend investors are navigating a genuinely mixed week, as a sharp jump in oil prices supports energy income names even as rising bond yields, driven by oil-fed inflation concerns, create headwinds…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian energy stocks found themselves in an unusual position Thursday: benefiting directly from one of the sharpest oil price jumps in weeks, yet unable to prevent the broader TSX Composite from posting…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Smaller and mid-cap Canadian energy names are seeing renewed investor attention as oil prices push to their highest levels since late May, even as broader market volatility has returned in force. With…
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 economic backdrop showed genuine signs of improvement this week, with developments on two of the most significant fronts weighing on markets: the ongoing U.S.-Iran conflict driving oil prices, and the broader…
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 growth stock landscape had a genuinely eventful week, with names spanning commerce technology, AI hardware manufacturing, and satellite services all drawing fresh attention. After weeks of volatility tied primarily to macro…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian technology stocks had one of their stronger sessions in recent weeks on Tuesday, led by a dramatic move in Celestica tied to continued demand for AI data centre hardware. For a…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Understanding what actually moves the S&P/TSX Composite starts with understanding its composition, and Canada’s benchmark index looks quite different from its U.S. counterparts. Rather than being dominated by technology companies, the TSX…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian energy stocks continued their multi-week run of strength this week, supported by oil prices that remain elevated even as reports emerged that Iran may be considering a mediated ceasefire proposal. For…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Shopify and Canadian National Railway sit among the handful of companies large enough to meaningfully move the S&P/TSX Composite on any given day, yet they represent almost opposite ends of the investing…
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 economic backdrop enters this week shaped by two intersecting forces: a global equity market that just posted its worst week in some time, and an oil-driven geopolitical conflict that has escalated…
