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 Canadian growth and technology stocks pulled back meaningfully to close out last week, as investors positioned cautiously ahead of Shopify’s pivotal second-quarter earnings report, scheduled for later this week. The pullback follows…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian markets are closed today for the Civic Holiday, giving investors a moment to reflect on a Friday session that closed out a genuinely eventful two weeks with a modest pullback, even…
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 closed out last week with a genuinely instructive lesson in how earnings quality and share price reaction don’t always move together. A batch of quarterly results from across the…
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 closed out last week with a genuinely strong batch of earnings results, even as broader market sentiment remained cautious amid rising bond yields and mixed reactions across other sectors….
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian markets are closed today for the Civic Holiday, giving small-cap investors a pause to digest a genuinely mixed Friday session that saw broad weakness in gold miners and technology names, even…
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 This week delivered one of the most consequential stretches of megacap earnings in recent memory, with Microsoft, Meta, and Apple all reporting results within a 48-hour window that left investors with dramatically…
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 closed out a genuinely volatile week having weathered one of its sharper single-day declines in recent memory, followed by a solid rebound, as investors absorbed a contentious Federal Reserve…
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 weathered a genuinely difficult stretch this week, as the Federal Reserve’s contentious rate decision pushed long-term bond yields to multi-decade highs, pressuring bank dividend stocks even as energy names…
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 delivered one of the week’s clearer bright spots, combining renewed oil price strength with better-than-expected quarterly results from two of the sector’s largest names. That combination stood out even…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Small-cap Canadian energy names are once again navigating a shifting geopolitical backdrop, after this week’s brief de-escalation optimism gave way to renewed tensions in the Middle East. With oil prices moving higher…
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 Canadian growth and technology stocks continued their strong run Tuesday, extending momentum from Monday’s record-setting rally even as broader market caution ahead of today’s Federal Reserve decision weighed on most other sectors….
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 enters today’s session having paused just below Monday’s record high, as investors positioned cautiously ahead of the Federal Reserve’s interest rate decision this afternoon. After a genuinely dramatic relief…
