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 financial services sector enters October 7 at the intersection of two competing forces that have defined the first week of Q4 2026. On one side, the Federal Reserve’s October rate-hike probability…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The global financial market environment on September 15 is defined by one near-certainty and one profound uncertainty. The near-certainty: the Federal Reserve will raise its policy rate by 25 basis points on…
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 financial market delivered a masterclass in macro-driven volatility this week. The S&P/TSX Composite fell 444.75 points on Tuesday, September 1, to 35,825.73 as fresh U.S. military strikes on Iran pushed WTI…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian bank earnings season has revealed a genuinely instructive divergence over recent weeks, with several of the country’s largest institutions posting solid results even as EQB’s latest quarter demonstrated how quickly credit…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian financial stocks face a genuinely more complicated backdrop this week, following the collapse of Canada-U.S. trade talks over the weekend and rising bond yields that have added fresh uncertainty just as…
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 major banks edged higher Monday, positioning ahead of a significant earnings week, even as a slightly hotter-than-expected inflation report reinforced expectations that the Bank of Canada will keep interest rates unchanged…
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 banking sector has delivered one of the strongest performances in its recent history through the first six months of 2026. The S&P/TSX Bank Index generated a total return of 31.7% in…
