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 Canadian growth and technology investors have a genuinely encouraging data point to consider today, following Palantir Technologies’ standout second-quarter results, released after Monday’s close while the TSX remained shut for the Civic…
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 returns to trading today after the Civic Holiday having missed one of the more significant single sessions of the summer, as U.S. markets rallied sharply Monday on news of…
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 return to trading today with two developments to weigh simultaneously: a sharp reversal in oil prices that could pressure energy income names, and falling Treasury yields that could offer…
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 return to trading today needing to absorb the sharpest single-day oil price decline of the year, one that occurred entirely while the TSX was closed for the Civic Holiday….
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…
