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 picture on September 4 is simultaneously better and worse than it appears. Better, because Q2 2026 GDP came in at 3.3% annualised — the strongest quarterly growth since before the…
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 enters September 2026 facing a concentration of structural pressures that have no clean resolution on any near-term horizon. Three simultaneous forces — an escalating trade war with the United States,…
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 broader economic outlook faces genuine new uncertainty this week, following the formal implementation of additional U.S. tariffs over the weekend, a development that arrives on top of already-escalated trade tensions 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 broader economy faces a genuinely consequential day, with three of the country’s largest banks, Royal Bank, TD Bank, and CIBC, all reporting quarterly earnings today against a backdrop of escalating trade…
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 broader economic and market backdrop swung sharply this week, moving from genuine anxiety ahead of a looming U.S. tariff deadline to a meaningful relief rally after President Trump announced a last-minute…
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 subtly this week following the release of July’s inflation report, which came in slightly hotter than economists had expected, reinforcing the Bank of Canada’s likely path of maintaining…
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 broader economic and market backdrop has shifted meaningfully more constructive this week, as back-to-back tame U.S. inflation readings eased rate-hike concerns that had periodically weighed on markets throughout the summer, helping…
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 continues to be shaped by a genuinely resilient labour market that stands in contrast to the more uncertain global picture, raising real questions about whether the Bank of Canada…
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 broader economic and market backdrop closed out the week with a genuinely mixed set of signals, as a weaker-than-expected U.S. jobs report eased pressure on the Federal Reserve even as renewed…
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 broader economic and market backdrop has shifted meaningfully more constructive over the past several trading sessions, as easing geopolitical tensions, falling bond yields, and standout corporate earnings have 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 broader economic and market backdrop shifted meaningfully more constructive to start the new week, as global markets absorbed the sharpest single-day oil price decline of the year, easing inflation concerns that…
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 underlying strength last week, even as broader equity markets continued to digest the aftermath of a contentious Federal Reserve decision and rising long-term bond yields. With markets…
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…
