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 absorbed one of the more consequential weeks of the summer, as a contentious Federal Reserve decision, renewed geopolitical tensions in the Middle East, and a pivotal stretch of megacap…
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 session under the shadow of the single most significant scheduled catalyst of the week: the Federal Reserve’s interest rate decision, due this afternoon, following a period in…
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 shifted meaningfully more constructive this week after the United States and Iran paused hostilities over the weekend, easing weeks of oil-driven inflation concerns that had complicated the outlook for…
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 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 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…
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 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 Canada’s economic backdrop enters this week carrying real momentum, following a June jobs report that showed employment rising by 18,200, ahead of expectations, and unemployment falling to its lowest level in nearly…
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 much of 2026 grinding toward record territory, and Friday’s session pushed it right back to the edge of that milestone. The index has returned more than 11%…
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…
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 macroeconomic picture in early July 2026 is genuinely improving, but improving into a complicated backdrop. The week delivered two major domestic data releases — April GDP growing 0.5% month-over-month, the fastest…
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 economy stands at one of its most pivotal crossroads in recent history on this Canada Day. July 1, 2026 is simultaneously a national holiday and the formal review date for CUSMA…
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 economy in June 2026 is the kind of story that defies simple classification. On paper, the country has entered a technical recession: GDP contracted in Q4 2025 and edged down a…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The Canadian economic picture in late June 2026 is one of genuine tension. On one side sits an energy-driven inflation overshoot that has pushed headline CPI above the Bank of Canada’s upper…
