Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The TSX Composite enters this week having closed out last week with a modest decline, capping off a period in which Canadian equities were pulled in multiple directions by a global semiconductor…
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 head into this week watching a widening gap between energy income names, which have benefited from a sustained oil rally, and sectors more exposed to last week’s broader equity…
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 enter this week having already captured a meaningful rally from an oil market that has moved through several distinct escalation phases over the past ten days. This morning’s news,…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context TSX Venture small caps enter this week carrying momentum from an oil price surge that has extended into a second weekend, even as broader equity markets just closed out a losing week…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The TSX Composite capped off a genuinely eventful week by touching a fresh all-time high Wednesday, only to give back some of that ground Thursday as a hot U.S. inflation reading and…
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 today’s Bank of Canada decision having absorbed a genuinely volatile 48 hours, moving from Monday’s oil-driven inflation scare to Tuesday’s much cooler-than-expected U.S. CPI report. With the central…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth and technology stocks have spent this week riding the same volatility affecting broader markets, but Tuesday brought a genuine reprieve as cooler-than-expected inflation data helped chip stocks recover from Monday’s…
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 has spent this week absorbing one of its more eventful stretches of the summer, moving from Monday’s modest pullback tied to an oil price shock to Tuesday’s rebound on…
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 have faced a genuinely mixed picture this week, as a sharp oil price spike lifted energy income names while a hawkish rate backdrop and falling gold prices pressured precious…
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 have navigated an unusually eventful 48 hours, moving from a near-10% single-session oil spike Monday to a partial cooling Tuesday, as the underlying U.S.-Iran story continued to evolve in…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context TSX Venture energy names have been on a genuine roller coaster over the past two trading sessions, and Wednesday adds one more variable to the mix: the Bank of Canada’s rate decision,…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth and technology stocks head into this week facing a genuine test of how much of last week’s AI infrastructure enthusiasm can survive contact with a sharp, geopolitically driven risk-off shock….
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 this week having closed Friday at 35,305.31, comfortably within reach of its 52-week high near 35,630, on the back of a strong June jobs report. Monday delivered a…
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 woke up Monday to a genuinely unusual combination: a sharp jump in oil prices that typically benefits energy income names, occurring alongside a rise in bond yields that typically…
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 have spent the past several weeks reacting to an unusually volatile sequence of U.S.-Iran headlines, but Monday marked a clear escalation in both the scale of the news and…
